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STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameSTEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN
Plan identification number 002

STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

STEVENS-CHILDRENS HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEVENS-CHILDRENS HOME, INC.
Employer identification number (EIN):042105950
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01CHARLES MILLER2023-12-12
0022021-07-01CHARLES MILLER2023-01-17
0022020-07-01CHARLES MILLER2021-10-15
0022019-07-01CHARLES MILLER2020-12-15
0022018-07-01CHARLES MILLER2020-01-24
0022017-07-01CHARLES MILLER2018-12-20
0022016-07-01CHARLES MILLER2017-11-30
0022015-07-01CHARLES MILLER2017-01-05
0022014-07-01CHARLES MILLER2016-01-11
0022013-07-01CHARLES MILLER
0022012-07-01CHARLES MILLER
0022011-07-01CHARLES MILLER CHARLES MILLER2013-01-28
0022009-07-01CHARLES R. MILLER

Plan Statistics for STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2013: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01112
Total number of active participants reported on line 7a of the Form 55002013-07-0181
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0117
Total of all active and inactive participants2013-07-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0199
Number of participants with account balances2013-07-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-013
2012: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01124
Total number of active participants reported on line 7a of the Form 55002012-07-0174
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-0132
Total of all active and inactive participants2012-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01109
Number of participants with account balances2012-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-017
2011: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01120
Total number of active participants reported on line 7a of the Form 55002011-07-0191
Number of retired or separated participants receiving benefits2011-07-012
Number of other retired or separated participants entitled to future benefits2011-07-0117
Total of all active and inactive participants2011-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01110
Number of participants with account balances2011-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2009: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01152
Total number of active participants reported on line 7a of the Form 55002009-07-0190
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0112
Total of all active and inactive participants2009-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01102
Number of participants with account balances2009-07-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN

Measure Date Value
2014 : STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$571,829
Total of all expenses incurred2014-06-30$155,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$140,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$133,259
Value of total assets at end of year2014-06-30$2,911,144
Value of total assets at beginning of year2014-06-30$2,494,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,136
Total interest from all sources2014-06-30$9,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$275,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$113,184
Participant contributions at end of year2014-06-30$25,785
Participant contributions at beginning of year2014-06-30$31,188
Participant contributions at end of year2014-06-30$4,161
Participant contributions at beginning of year2014-06-30$4,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$416,458
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,911,144
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,494,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$2,308,229
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,947,634
Interest on participant loans2014-06-30$1,122
Interest earned on other investments2014-06-30$8,314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$571,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$509,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$429,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$20,075
Employer contributions (assets) at end of year2014-06-30$1,246
Employer contributions (assets) at beginning of year2014-06-30$1,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$140,235
Contract administrator fees2014-06-30$15,136
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2014-06-30043108635
2013 : STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$422,668
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$89,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$75,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$148,783
Value of total assets at end of year2013-06-30$2,494,686
Value of total assets at beginning of year2013-06-30$2,161,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$13,365
Total interest from all sources2013-06-30$8,986
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$113,257
Participant contributions at end of year2013-06-30$31,188
Participant contributions at beginning of year2013-06-30$24,599
Participant contributions at end of year2013-06-30$4,570
Participant contributions at beginning of year2013-06-30$4,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$333,624
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,494,686
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,161,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$1,947,634
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,768,600
Interest on participant loans2013-06-30$1,798
Interest earned on other investments2013-06-30$7,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$509,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$362,388
Net investment gain/loss from pooled separate accounts2013-06-30$264,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$35,526
Employer contributions (assets) at end of year2013-06-30$1,365
Employer contributions (assets) at beginning of year2013-06-30$1,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$75,679
Contract administrator fees2013-06-30$13,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2013-06-30043108635
2012 : STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$146,935
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$191,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$179,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$159,503
Value of total assets at end of year2012-06-30$2,161,062
Value of total assets at beginning of year2012-06-30$2,205,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$12,205
Total interest from all sources2012-06-30$9,948
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$12,205
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$225,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$120,693
Participant contributions at end of year2012-06-30$24,599
Participant contributions at beginning of year2012-06-30$56,168
Participant contributions at end of year2012-06-30$4,164
Participant contributions at beginning of year2012-06-30$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-44,576
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,161,062
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,205,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$1,768,600
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,755,331
Interest on participant loans2012-06-30$2,433
Interest earned on other investments2012-06-30$7,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$362,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$361,995
Net investment gain/loss from pooled separate accounts2012-06-30$-22,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$38,810
Employer contributions (assets) at end of year2012-06-30$1,311
Employer contributions (assets) at beginning of year2012-06-30$30,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$179,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2012-06-30043108635
2011 : STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$606,235
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$145,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$131,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$219,477
Value of total assets at end of year2011-06-30$2,205,638
Value of total assets at beginning of year2011-06-30$1,745,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$14,355
Total interest from all sources2011-06-30$12,652
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$14,355
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$140,062
Participant contributions at end of year2011-06-30$56,168
Participant contributions at beginning of year2011-06-30$31,401
Participant contributions at end of year2011-06-30$1,650
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$460,487
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,205,638
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,745,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$1,755,331
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,317,914
Interest on participant loans2011-06-30$2,588
Interest earned on other investments2011-06-30$10,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$361,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$385,836
Net investment gain/loss from pooled separate accounts2011-06-30$374,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$78,457
Employer contributions (assets) at end of year2011-06-30$30,494
Employer contributions (assets) at beginning of year2011-06-30$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$131,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2011-06-30043108635
2010 : STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN

2013: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: STEVENS CHILDRENS HOME, INC. 401(K) EMPLOYEE SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995974-000
Policy instance 1
Insurance contract or identification number995974-000
Number of Individuals Covered68
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $13,497
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,497
Insurance broker organization code?3
Insurance broker nameFRANCIS J. LABELLE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995974-000
Policy instance 1
Insurance contract or identification number995974-000
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,691
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
Commission paid to Insurance BrokerUSD $11,691
Insurance broker organization code?3
Insurance broker nameFRANCIS J. LABELLE
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract number995974-000
Policy instance 1
Insurance contract or identification number995974-000
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $10,511
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
TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )
Policy contract number995974-000
Policy instance 1
Insurance contract or identification number995974-000
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $10,094
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
Commission paid to Insurance BrokerUSD $10,094
Insurance broker organization code?3
Insurance broker nameFRANCIS J. LABELLE

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