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HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN
Plan identification number 002

HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

HOSPICE OF MARION COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF MARION COUNTY, INC.
Employer identification number (EIN):592214796
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOSPICE OF MARION COUNTY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-12-03
Company Identification Number: 760881
Legal Registered Office Address: 3231 SW 34TH AVENUE

OCALA

34474

More information about HOSPICE OF MARION COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RICK BOURNE2023-10-11
0022021-01-01RCHARD E. BOURNE2023-02-15
0022020-01-01
0022020-01-01
0022020-01-01
0022019-01-01RICK BOURNE2020-10-15
0022018-01-01RICK BOURNE2019-10-15
0022017-01-01MANDY WELDON
0022016-01-01MANDY WELDON
0022015-01-01
0022014-01-01TERESA O'HARA
0022013-01-01MARK OWENS
0022012-01-01M. EVANS ON BEHALF OF ADMINISTRATOR
0022011-01-01MARSHA L. EVANS ERPA
0022010-01-01MARSHA L EVANS ERPA
0022009-01-01ROY HOXWORTH MARY ELLEN POE2010-10-18
0022009-01-01ROY HOXWORTH MARY ELLEN POE2010-07-26
0022008-01-01
0022007-01-01ROY HOXWORTH MARY ELLEN POE2011-02-16

Plan Statistics for HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN

401k plan membership statisitcs for HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN

Measure Date Value
2022: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01853
Total number of active participants reported on line 7a of the Form 55002022-01-01342
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01508
Total of all active and inactive participants2022-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01851
Number of participants with account balances2022-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0163
2021: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01920
Total number of active participants reported on line 7a of the Form 55002021-01-01370
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01532
Total of all active and inactive participants2021-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01902
Number of participants with account balances2021-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01377
Total number of active participants reported on line 7a of the Form 55002020-01-01457
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01460
Number of participants with account balances2020-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01783
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
2018: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01743
Total number of active participants reported on line 7a of the Form 55002018-01-01783
Total of all active and inactive participants2018-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01783
Number of participants with account balances2018-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01698
Total number of active participants reported on line 7a of the Form 55002017-01-01743
Total of all active and inactive participants2017-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01743
Number of participants with account balances2017-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01609
Total number of active participants reported on line 7a of the Form 55002016-01-01698
Total of all active and inactive participants2016-01-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01698
Number of participants with account balances2016-01-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01521
Total number of active participants reported on line 7a of the Form 55002015-01-01609
Total of all active and inactive participants2015-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01609
Number of participants with account balances2015-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01521
Total number of active participants reported on line 7a of the Form 55002014-01-01521
Total of all active and inactive participants2014-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01521
Number of participants with account balances2014-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01419
Total of all active and inactive participants2013-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01419
Number of participants with account balances2013-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01397
Total number of active participants reported on line 7a of the Form 55002012-01-01399
Total of all active and inactive participants2012-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01399
Number of participants with account balances2012-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01376
Total number of active participants reported on line 7a of the Form 55002011-01-01397
Total of all active and inactive participants2011-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01397
Number of participants with account balances2011-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01389
Total number of active participants reported on line 7a of the Form 55002010-01-01310
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01370
Number of participants with account balances2010-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01346
Total number of active participants reported on line 7a of the Form 55002009-01-01389
Total of all active and inactive participants2009-01-01389
Total participants2009-01-01389
2007: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01282
Total number of active participants reported on line 7a of the Form 55002007-01-01286
Total of all active and inactive participants2007-01-01286
Total participants2007-01-01286
Number of participants with account balances2007-01-010

Financial Data on HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN

Measure Date Value
2022 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-484,448
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,693,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,647,595
Expenses. Certain deemed distributions of participant loans2022-12-31$2,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,682,756
Value of total assets at end of year2022-12-31$16,432,845
Value of total assets at beginning of year2022-12-31$18,610,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,045
Total interest from all sources2022-12-31$5,617
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$81,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$81,898
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$973,680
Participant contributions at end of year2022-12-31$28,891
Participant contributions at beginning of year2022-12-31$16,280
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$409,697
Other income not declared elsewhere2022-12-31$-2,387,152
Administrative expenses (other) incurred2022-12-31$43,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,177,608
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,432,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,610,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,621,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,866,446
Value of interest in pooled separate accounts at end of year2022-12-31$6,602,164
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,854,869
Interest on participant loans2022-12-31$5,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,180,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,872,858
Net investment gain or loss from common/collective trusts2022-12-31$132,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$299,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,647,595
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSL, P.A.
Accountancy firm EIN2022-12-31593070669
2021 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,546,390
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,615,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,569,754
Expenses. Certain deemed distributions of participant loans2021-12-31$10,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,690,537
Value of total assets at end of year2021-12-31$18,610,453
Value of total assets at beginning of year2021-12-31$16,679,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,416
Total interest from all sources2021-12-31$6,762
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$143,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$143,120
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,105,803
Participant contributions at end of year2021-12-31$16,280
Participant contributions at beginning of year2021-12-31$3,500
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$187,935
Administrative expenses (other) incurred2021-12-31$35,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,931,051
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,610,453
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,679,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,866,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,015,794
Value of interest in pooled separate accounts at end of year2021-12-31$9,854,869
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,738,651
Interest on participant loans2021-12-31$6,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,872,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,921,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,570,925
Net investment gain/loss from pooled separate accounts2021-12-31$135,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$396,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,569,754
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,944,637
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,565,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,520,798
Expenses. Certain deemed distributions of participant loans2020-12-31$9,795
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,522,414
Value of total assets at end of year2020-12-31$16,679,402
Value of total assets at beginning of year2020-12-31$15,300,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,908
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$143,655
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$22,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$22,876
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,108,869
Participant contributions at end of year2020-12-31$3,500
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,636
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,255,692
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,379,136
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,679,402
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,300,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,015,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$9,738,651
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,595,339
Interest on participant loans2020-12-31$9,053
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$133
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$134,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,921,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,652,454
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,436,208
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$388,909
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,520,798
Contract administrator fees2020-12-31$34,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,731,142
Total income from all sources (including contributions)2019-12-31$3,731,142
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,209,256
Total of all expenses incurred2019-12-31$2,209,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,198,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,198,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,687,171
Value of total assets at end of year2019-12-31$15,300,266
Value of total assets at beginning of year2019-12-31$13,778,380
Value of total assets at beginning of year2019-12-31$13,778,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,260
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$991,087
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$381,711
Administrative expenses (other) incurred2019-12-31$10,260
Administrative expenses (other) incurred2019-12-31$10,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,521,886
Value of net income/loss2019-12-31$1,521,886
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,300,266
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,778,380
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,778,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,595,339
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,622,709
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,622,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$48,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$48,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$48,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$48,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,652,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,107,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,911,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,911,750
Net investment gain/loss from pooled separate accounts2019-12-31$132,221
Net investment gain/loss from pooled separate accounts2019-12-31$132,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$314,373
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,198,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,198,996
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,312,937
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$723,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$711,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,906,016
Value of total assets at end of year2018-12-31$13,778,380
Value of total assets at beginning of year2018-12-31$13,188,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,609
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$924,032
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$622,805
Administrative expenses (other) incurred2018-12-31$11,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$589,632
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,778,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,188,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,622,709
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,707,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$48,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$58,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$58,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,107,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,412,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-729,284
Net investment gain/loss from pooled separate accounts2018-12-31$136,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$359,179
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$10,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$711,696
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,974,896
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$787,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$775,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,641,732
Value of total assets at end of year2017-12-31$13,188,748
Value of total assets at beginning of year2017-12-31$11,001,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,941
Total interest from all sources2017-12-31$131,339
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,941
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$788,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$417,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,187,465
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,188,748
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,001,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,707,661
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,714,894
Interest earned on other investments2017-12-31$131,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$58,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,412,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,221,152
Net investment gain/loss from pooled separate accounts2017-12-31$1,201,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$435,861
Employer contributions (assets) at end of year2017-12-31$10,046
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$775,490
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,809,415
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,092,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,083,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,154,144
Value of total assets at end of year2016-12-31$11,001,283
Value of total assets at beginning of year2016-12-31$10,284,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,963
Total interest from all sources2016-12-31$130,764
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$8,963
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$723,357
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$32,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$717,125
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,001,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,284,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,714,894
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,085,135
Interest earned on other investments2016-12-31$130,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$66,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$66,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,221,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,132,105
Net investment gain/loss from pooled separate accounts2016-12-31$524,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$398,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,083,327
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH, LLP
Accountancy firm EIN2016-12-31350921680
2015 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,267,701
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$705,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$693,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,239,869
Value of total assets at end of year2015-12-31$10,284,158
Value of total assets at beginning of year2015-12-31$9,721,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,206
Total interest from all sources2015-12-31$123,540
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,206
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$676,038
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$109,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$562,559
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,284,158
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,721,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,085,135
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,909,887
Interest earned on other investments2015-12-31$123,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$66,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$84,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$84,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,132,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,727,228
Net investment gain/loss from pooled separate accounts2015-12-31$-95,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$454,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$693,936
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH, LLP
Accountancy firm EIN2015-12-31350921680
2014 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$5,707,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,150,307
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$453,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$443,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$765,710
Value of total assets at end of year2014-12-31$9,721,599
Value of total assets at beginning of year2014-12-31$3,317,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,703
Total interest from all sources2014-12-31$104,834
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,703
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$379,400
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$697,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,721,599
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,317,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,909,887
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,023,715
Interest earned on other investments2014-12-31$104,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$84,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$111,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$111,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,727,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,181,818
Net investment gain/loss from pooled separate accounts2014-12-31$279,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$376,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$443,464
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH, LLP
Accountancy firm EIN2014-12-31350921680
2013 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$748,462
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$211,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$207,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$351,225
Value of total assets at end of year2013-12-31$3,317,283
Value of total assets at beginning of year2013-12-31$2,780,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,220
Total interest from all sources2013-12-31$35,298
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$351,225
Amount contributed by the employer to the plan for this plan year2013-12-31$351,225
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$537,272
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,317,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,780,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,023,715
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,647,002
Interest earned on other investments2013-12-31$35,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$111,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$149,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$149,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,181,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$983,070
Net investment gain/loss from pooled separate accounts2013-12-31$361,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$351,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$207,970
Contract administrator fees2013-12-31$3,220
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH, LLP
Accountancy firm EIN2013-12-31350921680
2012 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$575,489
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$191,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$188,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$359,331
Value of total assets at end of year2012-12-31$2,780,011
Value of total assets at beginning of year2012-12-31$2,396,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,709
Total interest from all sources2012-12-31$33,504
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$383,811
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,780,011
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,396,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,195,942
Value of interest in pooled separate accounts at end of year2012-12-31$1,647,002
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$33,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$149,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$168,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$168,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$983,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,031,517
Net investment gain/loss from pooled separate accounts2012-12-31$182,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$359,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$188,969
Contract administrator fees2012-12-31$2,709
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH, LLP
Accountancy firm EIN2012-12-31350921680
2011 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$358,920
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$206,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$203,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$308,564
Value of total assets at end of year2011-12-31$2,396,200
Value of total assets at beginning of year2011-12-31$2,243,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,655
Total interest from all sources2011-12-31$31,537
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$152,641
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,396,200
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,243,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,195,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,180,706
Interest earned on other investments2011-12-31$31,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$168,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$147,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$147,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,031,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$915,751
Net investment gain/loss from pooled separate accounts2011-12-31$18,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$308,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$203,624
Contract administrator fees2011-12-31$2,655
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH, LLP
Accountancy firm EIN2011-12-31350921680
2010 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$149,419
Total unrealized appreciation/depreciation of assets2010-12-31$149,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$562,503
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$189,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$187,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$383,449
Value of total assets at end of year2010-12-31$2,243,559
Value of total assets at beginning of year2010-12-31$1,870,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,095
Total interest from all sources2010-12-31$29,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$2,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$372,943
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,243,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,870,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,180,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,632,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$147,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$238,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$238,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$915,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$383,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$187,465
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PURVIS GRAY & COMPANY, LLP
Accountancy firm EIN2010-12-31590548468
2009 : HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-366,274
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$366,274

Form 5500 Responses for HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN

2022: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: HOSPICE OF MARION COUNTY, INC. RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered345
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered686
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,365
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 Administration1
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
Commission paid to Insurance BrokerUSD $1,828
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered15
Insurance policy start date2021-04-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered724
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,833
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 Administration1
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
Commission paid to Insurance BrokerUSD $3,382
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered460
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered460
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered777
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,497
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 Administration1
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
Commission paid to Insurance BrokerUSD $3,514
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered848
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $50,541
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 Administration1
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
Commission paid to Insurance BrokerUSD $28,441
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered783
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $41,641
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 Administration1
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
Commission paid to Insurance BrokerUSD $7,814
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45694
Policy instance 1
Insurance contract or identification number45694
Number of Individuals Covered743
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,960
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 Administration1
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
Commission paid to Insurance BrokerUSD $8,708
Insurance broker organization code?3
Insurance broker nameJUSTIN GARDNER

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