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PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN
Plan identification number 002

PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN Benefits

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

PRESBYTERIAN HOMES OF TENNESSEE INC has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN HOMES OF TENNESSEE INC
Employer identification number (EIN):620698709
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01TODD TAYLOR
0022016-01-01WILLIAM THOMAS
0022015-01-01WILLIAM THOMAS
0022014-01-01WILLIAM THOMAS
0022013-01-01WILLIAM THOMAS
0022012-01-01WILLIAM THOMAS
0022011-01-01WILLIAM THOMAS WILLIAM THOMAS2012-09-26
0022010-01-01WILLIAM THOMAS WILLIAM THOMAS2011-10-07
0022009-01-01WILLIAM THOMAS
0022008-01-01WILLIAM THOMAS
0022007-01-01WILLIAM THOMAS
0022006-01-01WILLIAM THOMAS
0022005-01-01WILLIAM THOMAS
0022004-01-01WILLIAM THOMAS
0022003-01-01WILLIAM THOMAS
0022002-01-01WILLIAM THOMAS

Plan Statistics for PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN

Measure Date Value
2023: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01705
Total number of active participants reported on line 7a of the Form 55002023-01-01528
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-0171
Total of all active and inactive participants2023-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01605
Number of participants with account balances2023-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01253
2022: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01418
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01276
Total of all active and inactive participants2022-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01705
Number of participants with account balances2022-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01220
2021: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01575
Total number of active participants reported on line 7a of the Form 55002021-01-01549
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-01619
Number of participants with account balances2021-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01652
Total number of active participants reported on line 7a of the Form 55002020-01-01475
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01534
Total participants2020-01-01534
Number of participants with account balances2020-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01628
Total number of active participants reported on line 7a of the Form 55002019-01-01512
Number of other retired or separated participants entitled to future benefits2019-01-01140
Total of all active and inactive participants2019-01-01652
Total participants2019-01-01652
Number of participants with account balances2019-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01458
Total number of active participants reported on line 7a of the Form 55002018-01-01499
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01528
Total participants2018-01-01528
Number of participants with account balances2018-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01487
Total number of active participants reported on line 7a of the Form 55002017-01-01448
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01458
Number of participants with account balances2017-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01556
Total number of active participants reported on line 7a of the Form 55002016-01-01470
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01487
Number of participants with account balances2016-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01464
Total number of active participants reported on line 7a of the Form 55002015-01-01436
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01556
Number of participants with account balances2015-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01494
Total number of active participants reported on line 7a of the Form 55002014-01-01455
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01464
Number of participants with account balances2014-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01475
Total number of active participants reported on line 7a of the Form 55002013-01-01484
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01494
Total participants2013-01-01494
Number of participants with account balances2013-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01460
Total number of active participants reported on line 7a of the Form 55002012-01-01467
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01475
Total participants2012-01-01475
Number of participants with account balances2012-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01474
Total number of active participants reported on line 7a of the Form 55002011-01-01450
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01460
Number of participants with account balances2011-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01429
Total number of active participants reported on line 7a of the Form 55002010-01-01442
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01474
Number of participants with account balances2010-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0127
2009: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01448
Total number of active participants reported on line 7a of the Form 55002009-01-01443
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01451
Number of participants with account balances2009-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015
2008: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2007 401k membership
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2005 401k membership
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2004 401k membership
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2003 401k membership
Total of all active and inactive participants2003-01-010
Total participants2003-01-010
2002: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2002 401k membership
Total of all active and inactive participants2002-01-010
Total participants2002-01-010

Financial Data on PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,575
Total income from all sources (including contributions)2023-12-31$1,770,708
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,882,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,848,098
Expenses. Certain deemed distributions of participant loans2023-12-31$17,779
Value of total corrective distributions2023-12-31$10,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$709,734
Value of total assets at end of year2023-12-31$11,859,550
Value of total assets at beginning of year2023-12-31$11,981,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,838
Total interest from all sources2023-12-31$294,470
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$470,462
Participant contributions at end of year2023-12-31$61,430
Participant contributions at beginning of year2023-12-31$143,578
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$10,575
Other income not declared elsewhere2023-12-31$11,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-111,694
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,859,550
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,971,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$468
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,512,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,994,187
Interest on participant loans2023-12-31$5,317
Interest earned on other investments2023-12-31$289,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,164,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,516,273
Net investment gain/loss from pooled separate accounts2023-12-31$755,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$237,602
Employer contributions (assets) at end of year2023-12-31$120,834
Employer contributions (assets) at beginning of year2023-12-31$327,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,848,098
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,575
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$430,714
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$892,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$878,599
Expenses. Certain deemed distributions of participant loans2022-12-31$13,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,042,418
Value of total assets at end of year2022-12-31$11,981,819
Value of total assets at beginning of year2022-12-31$12,433,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$875
Total interest from all sources2022-12-31$295,957
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$546,456
Participant contributions at end of year2022-12-31$143,578
Participant contributions at beginning of year2022-12-31$217,971
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$18,936
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-462,166
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,971,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,433,410
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
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,994,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,608,694
Interest on participant loans2022-12-31$7,310
Interest earned on other investments2022-12-31$288,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,516,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,374,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-907,661
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$495,962
Employer contributions (assets) at end of year2022-12-31$327,781
Employer contributions (assets) at beginning of year2022-12-31$213,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$878,599
Contract administrator fees2022-12-31$221
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,888
Total income from all sources (including contributions)2021-12-31$2,074,816
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,561,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,554,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$916,656
Value of total assets at end of year2021-12-31$12,433,410
Value of total assets at beginning of year2021-12-31$11,931,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,020
Total interest from all sources2021-12-31$297,084
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$510,571
Participant contributions at end of year2021-12-31$217,971
Participant contributions at beginning of year2021-12-31$308,974
Participant contributions at end of year2021-12-31$18,936
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,888
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$513,131
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,433,410
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,920,279
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$4,608,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,181,820
Interest on participant loans2021-12-31$11,912
Interest earned on other investments2021-12-31$285,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,374,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,226,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$861,076
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$405,497
Employer contributions (assets) at end of year2021-12-31$213,501
Employer contributions (assets) at beginning of year2021-12-31$214,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,554,665
Contract administrator fees2021-12-31$7,020
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,888
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,394
Total income from all sources (including contributions)2020-12-31$1,780,350
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$874,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$864,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$843,390
Value of total assets at end of year2020-12-31$11,931,167
Value of total assets at beginning of year2020-12-31$11,023,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,554
Total interest from all sources2020-12-31$282,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$497,608
Participant contributions at end of year2020-12-31$308,974
Participant contributions at beginning of year2020-12-31$181,610
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$906,228
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,920,279
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,014,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,181,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,395,925
Interest on participant loans2020-12-31$11,021
Interest earned on other investments2020-12-31$271,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,226,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,255,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$654,023
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$324,560
Employer contributions (assets) at end of year2020-12-31$214,008
Employer contributions (assets) at beginning of year2020-12-31$190,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$864,568
Contract administrator fees2020-12-31$9,554
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,394
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$2,119,263
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$342,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$334,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$940,237
Value of total assets at end of year2019-12-31$11,023,445
Value of total assets at beginning of year2019-12-31$9,236,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,757
Total interest from all sources2019-12-31$243,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$456,017
Participant contributions at end of year2019-12-31$181,610
Participant contributions at beginning of year2019-12-31$254,512
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$129,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,777,075
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,014,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,236,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,395,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,268,301
Interest on participant loans2019-12-31$10,193
Interest earned on other investments2019-12-31$233,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,255,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,509,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$935,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$354,382
Employer contributions (assets) at end of year2019-12-31$190,077
Employer contributions (assets) at beginning of year2019-12-31$204,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$334,431
Contract administrator fees2019-12-31$7,757
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$824,139
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$433,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$425,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$885,597
Value of total assets at end of year2018-12-31$9,236,976
Value of total assets at beginning of year2018-12-31$8,845,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,598
Total interest from all sources2018-12-31$220,625
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$456,672
Participant contributions at end of year2018-12-31$254,512
Participant contributions at beginning of year2018-12-31$212,707
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,133
Other income not declared elsewhere2018-12-31$969
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$391,120
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,236,976
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,845,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,268,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,372,029
Interest on participant loans2018-12-31$10,803
Interest earned on other investments2018-12-31$209,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,509,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,073,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-283,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$387,792
Employer contributions (assets) at end of year2018-12-31$204,980
Employer contributions (assets) at beginning of year2018-12-31$187,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$425,421
Contract administrator fees2018-12-31$7,598
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,569,861
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$407,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$401,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$800,106
Value of total assets at end of year2017-12-31$8,845,856
Value of total assets at beginning of year2017-12-31$7,683,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,141
Total interest from all sources2017-12-31$200,169
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$424,318
Participant contributions at end of year2017-12-31$212,707
Participant contributions at beginning of year2017-12-31$246,331
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,162,116
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,845,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,683,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,372,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,799,092
Interest on participant loans2017-12-31$10,516
Interest earned on other investments2017-12-31$189,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,073,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,543,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$569,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$373,564
Employer contributions (assets) at end of year2017-12-31$187,249
Employer contributions (assets) at beginning of year2017-12-31$95,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$401,604
Contract administrator fees2017-12-31$6,141
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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$1,242,456
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$233,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$225,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$902,517
Value of total assets at end of year2016-12-31$7,683,740
Value of total assets at beginning of year2016-12-31$6,674,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,119
Total interest from all sources2016-12-31$180,535
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$416,635
Participant contributions at end of year2016-12-31$246,331
Participant contributions at beginning of year2016-12-31$129,375
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$245,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,009,429
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,683,740
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,674,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,799,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,451,807
Interest on participant loans2016-12-31$7,799
Interest earned on other investments2016-12-31$172,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,543,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,958,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$159,404
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$240,200
Employer contributions (assets) at end of year2016-12-31$95,220
Employer contributions (assets) at beginning of year2016-12-31$135,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$225,908
Contract administrator fees2016-12-31$7,119
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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$844,394
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$529,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$521,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$709,128
Value of total assets at end of year2015-12-31$6,674,311
Value of total assets at beginning of year2015-12-31$6,359,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,665
Total interest from all sources2015-12-31$153,361
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$403,543
Participant contributions at end of year2015-12-31$129,375
Participant contributions at beginning of year2015-12-31$67,716
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,377
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$314,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,674,311
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,359,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,451,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,568,232
Interest on participant loans2015-12-31$4,598
Interest earned on other investments2015-12-31$148,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,958,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,625,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,095
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$298,208
Employer contributions (assets) at end of year2015-12-31$135,125
Employer contributions (assets) at beginning of year2015-12-31$98,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$521,938
Contract administrator fees2015-12-31$7,665
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$964,231
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$199,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$192,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$663,790
Value of total assets at end of year2014-12-31$6,359,520
Value of total assets at beginning of year2014-12-31$5,594,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,456
Total interest from all sources2014-12-31$137,607
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$398,354
Participant contributions at end of year2014-12-31$67,716
Participant contributions at beginning of year2014-12-31$75,385
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$764,762
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,359,520
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,594,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,568,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,175,944
Interest on participant loans2014-12-31$3,392
Interest earned on other investments2014-12-31$134,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,625,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,225,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$162,834
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$265,436
Employer contributions (assets) at end of year2014-12-31$98,208
Employer contributions (assets) at beginning of year2014-12-31$117,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$192,013
Contract administrator fees2014-12-31$7,456
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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$1,285,098
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$213,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$208,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$682,477
Value of total assets at end of year2013-12-31$5,594,758
Value of total assets at beginning of year2013-12-31$4,522,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,057
Total interest from all sources2013-12-31$124,957
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$500,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$393,166
Participant contributions at end of year2013-12-31$75,385
Participant contributions at beginning of year2013-12-31$104,612
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,042
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$1,072,026
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,594,758
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,522,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,175,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,522,170
Interest on participant loans2013-12-31$4,723
Interest earned on other investments2013-12-31$120,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,225,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,806,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$477,664
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$283,269
Employer contributions (assets) at end of year2013-12-31$117,971
Employer contributions (assets) at beginning of year2013-12-31$89,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$208,015
Contract administrator fees2013-12-31$5,057
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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$942,347
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$289,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$282,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$624,859
Value of total assets at end of year2012-12-31$4,522,732
Value of total assets at beginning of year2012-12-31$3,870,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,097
Total interest from all sources2012-12-31$97,488
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 bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$376,888
Participant contributions at end of year2012-12-31$104,612
Participant contributions at beginning of year2012-12-31$92,080
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$652,529
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,522,732
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,870,203
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$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,522,170
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,557,286
Interest on participant loans2012-12-31$5,812
Interest earned on other investments2012-12-31$91,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,806,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,146,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$220,000
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$247,971
Employer contributions (assets) at end of year2012-12-31$89,840
Employer contributions (assets) at beginning of year2012-12-31$74,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$282,721
Contract administrator fees2012-12-31$7,097
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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$426,306
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$130,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$126,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$550,338
Value of total assets at end of year2011-12-31$3,870,203
Value of total assets at beginning of year2011-12-31$3,574,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,744
Total interest from all sources2011-12-31$72,027
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 bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$336,166
Participant contributions at end of year2011-12-31$92,080
Participant contributions at beginning of year2011-12-31$52,440
Other income not declared elsewhere2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$295,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,870,203
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,574,496
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 pooled separate accounts at end of year2011-12-31$1,557,286
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,068,268
Interest on participant loans2011-12-31$5,032
Interest earned on other investments2011-12-31$66,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,146,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,390,806
Net investment gain/loss from pooled separate accounts2011-12-31$-196,059
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$214,172
Employer contributions (assets) at end of year2011-12-31$74,047
Employer contributions (assets) at beginning of year2011-12-31$62,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$126,855
Contract administrator fees2011-12-31$3,744
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$845,796
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$587,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$583,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$528,010
Value of total assets at end of year2010-12-31$3,574,496
Value of total assets at beginning of year2010-12-31$3,316,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,658
Total interest from all sources2010-12-31$3,137
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 bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$330,899
Participant contributions at end of year2010-12-31$52,440
Participant contributions at beginning of year2010-12-31$64,341
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,400
Other income not declared elsewhere2010-12-31$57,152
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$258,186
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,574,496
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,316,310
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 pooled separate accounts at end of year2010-12-31$2,068,268
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,718,500
Interest on participant loans2010-12-31$3,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,390,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,484,894
Net investment gain/loss from pooled separate accounts2010-12-31$257,497
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$195,711
Employer contributions (assets) at end of year2010-12-31$62,982
Employer contributions (assets) at beginning of year2010-12-31$48,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$583,952
Contract administrator fees2010-12-31$3,658
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN

2023: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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
2020: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS 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: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
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
2006: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2005: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2004: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2003: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2002: PRESBYTERIAN HOMES OF TENNESSEE INC RETIREMENT SAVINGS PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number744943-01
Policy instance 1
Insurance contract or identification number744943-01
Number of Individuals Covered605
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $26,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number744943-01
Policy instance 1
Insurance contract or identification number744943-01
Number of Individuals Covered519
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,748
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,874
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered548
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $27,049
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,049
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered515
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,908
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,908
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered631
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,309
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,309
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered603
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,022
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,022
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered534
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,639
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,639
Insurance broker organization code?3
Insurance broker nameWELLS FARGO WEALTH BROKERAGE INS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-101919
Policy instance 1
Insurance contract or identification numberGA-101919
Number of Individuals Covered535
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,930
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,930
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGN - 101919
Policy instance 1
Insurance contract or identification numberGN - 101919
Number of Individuals Covered460
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,683
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,676
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO LP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA - 101919
Policy instance 1
Insurance contract or identification numberGA - 101919
Number of Individuals Covered442
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,582
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,556
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA - 101919
Policy instance 1
Insurance contract or identification numberGA - 101919
Number of Individuals Covered387
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15,587
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,558
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA - 101919
Policy instance 1
Insurance contract or identification numberGA - 101919
Number of Individuals Covered346
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA - 101919
Policy instance 1
Insurance contract or identification numberGA - 101919
Number of Individuals Covered293
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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