401k Plan data: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN plan

HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 401k Plan overview

Plan Name	HOLYOKE HEALTH CENTER, INC. 403(B) PLAN
Plan identification number	002

HOLYOKE HEALTH CENTER, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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

HOLYOKE HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name: HOLYOKE HEALTH CENTER INC

Employer identification number (EIN): 042492730

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLYOKE HEALTH CENTER, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 TERESA LAVELLE 2024-03-07
002 2021-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 TERESA LAVELLE TERESA LAVELLE 2019-01-11
002 2016-07-01 TERESA LAVELLE TERESA LAVELLE 2018-03-06
002 2015-07-01 TERESA LAVELLE TERESA LAVELLE 2017-02-24
002 2014-07-01 TERESA LAVELLE
002 2013-07-01 TERESA LAVELLE
002 2012-07-01 TERESA LAVELLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	TERESA LAVELLE	2024-03-07
002	2021-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	TERESA LAVELLE		TERESA LAVELLE	2019-01-11
002	2016-07-01	TERESA LAVELLE		TERESA LAVELLE	2018-03-06
002	2015-07-01	TERESA LAVELLE		TERESA LAVELLE	2017-02-24
002	2014-07-01	TERESA LAVELLE
002	2013-07-01	TERESA LAVELLE
002	2012-07-01	TERESA LAVELLE

Plan Statistics for HOLYOKE HEALTH CENTER, INC. 403(B) PLAN

401k plan membership statisitcs for HOLYOKE HEALTH CENTER, INC. 403(B) PLAN

Measure Date Value
2022: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 578
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 387
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 211
Total of all active and inactive participants 2022-07-01 598
Total participants 2022-07-01 598
Number of participants with account balances 2022-07-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
2021: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 361
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 367
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 210
Total of all active and inactive participants 2021-07-01 578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 578
Number of participants with account balances 2021-07-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 78
2020: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 430
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 301
Number of retired or separated participants receiving benefits 2020-07-01 1
Number of other retired or separated participants entitled to future benefits 2020-07-01 105
Total of all active and inactive participants 2020-07-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 408
Number of participants with account balances 2020-07-01 408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 1
2019: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 401
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 334
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 123
Total of all active and inactive participants 2019-07-01 458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 459
Number of participants with account balances 2019-07-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 2
2018: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 665
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 335
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 391
Total participants 2018-07-01 726
Number of participants with account balances 2018-07-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 344
2017: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 336
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 293
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 83
Total of all active and inactive participants 2017-07-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 378
Number of participants with account balances 2017-07-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 331
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 353
Number of retired or separated participants receiving benefits 2016-07-01 44
Number of other retired or separated participants entitled to future benefits 2016-07-01 1
Total of all active and inactive participants 2016-07-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 399
Number of participants with account balances 2016-07-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 283
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 292
Number of retired or separated participants receiving benefits 2015-07-01 1
Number of other retired or separated participants entitled to future benefits 2015-07-01 73
Total of all active and inactive participants 2015-07-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 367
Number of participants with account balances 2015-07-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 16
2014: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 209
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 217
Number of retired or separated participants receiving benefits 2014-07-01 1
Number of other retired or separated participants entitled to future benefits 2014-07-01 63
Total of all active and inactive participants 2014-07-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 281
Number of participants with account balances 2014-07-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 30
2013: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 193
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 175
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 31
Total of all active and inactive participants 2013-07-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 206
Number of participants with account balances 2013-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 191
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 193
Number of participants with account balances 2012-07-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0

Measure	Date	Value
2022: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	578
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	387
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	211
Total of all active and inactive participants	2022-07-01	598
Total participants	2022-07-01	598
Number of participants with account balances	2022-07-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
2021: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	361
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	367
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	210
Total of all active and inactive participants	2021-07-01	578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	578
Number of participants with account balances	2021-07-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	78
2020: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	430
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	301
Number of retired or separated participants receiving benefits	2020-07-01	1
Number of other retired or separated participants entitled to future benefits	2020-07-01	105
Total of all active and inactive participants	2020-07-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	408
Number of participants with account balances	2020-07-01	408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	1
2019: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	401
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	334
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	123
Total of all active and inactive participants	2019-07-01	458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	459
Number of participants with account balances	2019-07-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	2
2018: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	665
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	335
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	391
Total participants	2018-07-01	726
Number of participants with account balances	2018-07-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	344
2017: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	336
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	293
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	83
Total of all active and inactive participants	2017-07-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	378
Number of participants with account balances	2017-07-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	331
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	353
Number of retired or separated participants receiving benefits	2016-07-01	44
Number of other retired or separated participants entitled to future benefits	2016-07-01	1
Total of all active and inactive participants	2016-07-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	399
Number of participants with account balances	2016-07-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	283
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	292
Number of retired or separated participants receiving benefits	2015-07-01	1
Number of other retired or separated participants entitled to future benefits	2015-07-01	73
Total of all active and inactive participants	2015-07-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	367
Number of participants with account balances	2015-07-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	16
2014: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	209
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	217
Number of retired or separated participants receiving benefits	2014-07-01	1
Number of other retired or separated participants entitled to future benefits	2014-07-01	63
Total of all active and inactive participants	2014-07-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	281
Number of participants with account balances	2014-07-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	30
2013: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	193
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	175
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	31
Total of all active and inactive participants	2013-07-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	206
Number of participants with account balances	2013-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	191
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	193
Number of participants with account balances	2012-07-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0

Financial Data on HOLYOKE HEALTH CENTER, INC. 403(B) PLAN

Measure	Date	Value
2023 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$3,061,007
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$536,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$514,584
Expenses. Certain deemed distributions of participant loans	2023-06-30	$2,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,875,488
Value of total assets at end of year	2023-06-30	$13,262,306
Value of total assets at beginning of year	2023-06-30	$10,737,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$19,613
Total interest from all sources	2023-06-30	$38,380
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$1,016,472
Participant contributions at end of year	2023-06-30	$58,744
Participant contributions at beginning of year	2023-06-30	$53,307
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$859,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,524,698
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$13,262,306
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$10,737,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$0
Value of interest in pooled separate accounts at end of year	2023-06-30	$11,649,215
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$9,838,720
Interest on participant loans	2023-06-30	$3,286
Interest earned on other investments	2023-06-30	$35,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$1,554,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$845,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$933,590
Net investment gain/loss from pooled separate accounts	2023-06-30	$213,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$514,584
Contract administrator fees	2023-06-30	$19,613
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	FORVIS, LLP
Accountancy firm EIN	2023-06-30	440160260
2022 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$0
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Expenses. Interest paid	2022-06-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-555,156
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$631,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$625,313
Expenses. Certain deemed distributions of participant loans	2022-06-30	$1,152
Value of total corrective distributions	2022-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$972,422
Value of total assets at end of year	2022-06-30	$10,737,608
Value of total assets at beginning of year	2022-06-30	$11,924,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$5,216
Total income from rents	2022-06-30	$0
Total interest from all sources	2022-06-30	$29,800
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$0
Assets. Real estate other than employer real property at end of year	2022-06-30	$0
Assets. Real estate other than employer real property at beginning of year	2022-06-30	$0
Administrative expenses professional fees incurred	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-06-30	$0
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$883,460
Participant contributions at end of year	2022-06-30	$53,307
Participant contributions at beginning of year	2022-06-30	$77,693
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$88,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Assets. Loans (other than to participants) at end of year	2022-06-30	$0
Assets. Loans (other than to participants) at beginning of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$-1,882
Administrative expenses (other) incurred	2022-06-30	$675
Total non interest bearing cash at end of year	2022-06-30	$0
Total non interest bearing cash at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-1,186,837
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,737,608
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$11,924,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Assets. partnership/joint venture interests at end of year	2022-06-30	$0
Assets. partnership/joint venture interests at beginning of year	2022-06-30	$0
Investment advisory and management fees	2022-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,838,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$11,041,776
Interest on participant loans	2022-06-30	$4,612
Income. Interest from loans (other than to participants)	2022-06-30	$0
Interest earned on other investments	2022-06-30	$25,188
Income. Interest from US Government securities	2022-06-30	$0
Income. Interest from corporate debt instruments	2022-06-30	$0
Value of interest in master investment trust accounts at end of year	2022-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2022-06-30	$0
Value of interest in common/collective trusts at end of year	2022-06-30	$0
Value of interest in common/collective trusts at beginning of year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-06-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$845,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$804,976
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$0
Asset value of US Government securities at end of year	2022-06-30	$0
Asset value of US Government securities at beginning of year	2022-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$0
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,555,496
Net investment gain or loss from common/collective trusts	2022-06-30	$0
Net gain/loss from 103.12 investment entities	2022-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Assets. Invements in employer securities at end of year	2022-06-30	$0
Assets. Invements in employer securities at beginning of year	2022-06-30	$0
Assets. Value of employer real property at end of year	2022-06-30	$0
Assets. Value of employer real property at beginning of year	2022-06-30	$0
Contributions received in cash from employer	2022-06-30	$0
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Income. Dividends from preferred stock	2022-06-30	$0
Income. Dividends from common stock	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$625,313
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$0
Contract administrator fees	2022-06-30	$4,541
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$0
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BKD CPA'S & ADVISORS
Accountancy firm EIN	2022-06-30	440160260
2021 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$3,411,173
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$341,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$332,033
Value of total corrective distributions	2021-06-30	$8,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$993,465
Value of total assets at end of year	2021-06-30	$11,924,445
Value of total assets at beginning of year	2021-06-30	$8,854,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$938
Total interest from all sources	2021-06-30	$28,802
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$817,024
Participant contributions at end of year	2021-06-30	$77,693
Participant contributions at beginning of year	2021-06-30	$143,324
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$176,441
Other income not declared elsewhere	2021-06-30	$-581
Administrative expenses (other) incurred	2021-06-30	$938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,069,643
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,924,445
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,854,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$11,041,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$8,126,733
Interest on participant loans	2021-06-30	$6,533
Interest earned on other investments	2021-06-30	$22,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$804,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$584,745
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,389,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$332,033
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BKD, LLP
Accountancy firm EIN	2021-06-30	440160260
2020 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,155,176
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$372,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$369,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$804,539
Value of total assets at end of year	2020-06-30	$8,854,802
Value of total assets at beginning of year	2020-06-30	$8,071,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,257
Total interest from all sources	2020-06-30	$23,475
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$752,023
Participant contributions at end of year	2020-06-30	$143,324
Participant contributions at beginning of year	2020-06-30	$59,874
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$48,059
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$2,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$782,922
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,854,802
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$8,071,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$8,126,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$7,497,299
Interest on participant loans	2020-06-30	$6,781
Interest earned on other investments	2020-06-30	$16,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$584,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$514,707
Net investment gain/loss from pooled separate accounts	2020-06-30	$327,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$4,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$369,997
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	BKD, LLP
Accountancy firm EIN	2020-06-30	440160260
2019 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,564,950
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$1,122,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$1,120,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,074,308
Value of total assets at end of year	2019-06-30	$8,071,880
Value of total assets at beginning of year	2019-06-30	$7,629,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,282
Total interest from all sources	2019-06-30	$18,671
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$708,469
Participant contributions at end of year	2019-06-30	$59,874
Participant contributions at beginning of year	2019-06-30	$84,349
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$245,311
Other income not declared elsewhere	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$2,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$442,488
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$8,071,880
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$7,629,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$7,497,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$7,126,746
Interest on participant loans	2019-06-30	$4,712
Interest earned on other investments	2019-06-30	$13,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$514,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$418,297
Net investment gain/loss from pooled separate accounts	2019-06-30	$471,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$120,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,120,180
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	BKD, LLP
Accountancy firm EIN	2019-06-30	440160260
2018 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$1,443,647
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$809,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$808,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$882,035
Value of total assets at end of year	2018-06-30	$7,629,392
Value of total assets at beginning of year	2018-06-30	$6,995,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,615
Total interest from all sources	2018-06-30	$15,692
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$735,026
Participant contributions at end of year	2018-06-30	$84,349
Participant contributions at beginning of year	2018-06-30	$24,081
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$22,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$5,928
Other income not declared elsewhere	2018-06-30	$-1,068
Administrative expenses (other) incurred	2018-06-30	$1,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$633,712
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$7,629,392
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$6,995,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$7,126,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$6,615,538
Interest on participant loans	2018-06-30	$3,500
Interest earned on other investments	2018-06-30	$12,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$418,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$350,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$162,593
Net investment gain/loss from pooled separate accounts	2018-06-30	$384,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$808,320
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BKD, LLP
Accountancy firm EIN	2018-06-30	440160260
2017 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,454,697
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$222,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$220,160
Expenses. Certain deemed distributions of participant loans	2017-06-30	$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$714,056
Value of total assets at end of year	2017-06-30	$6,995,680
Value of total assets at beginning of year	2017-06-30	$5,763,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$885
Total interest from all sources	2017-06-30	$10,622
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$689,719
Participant contributions at end of year	2017-06-30	$24,081
Participant contributions at beginning of year	2017-06-30	$14,666
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$24,337
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$5,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$5,756
Administrative expenses (other) incurred	2017-06-30	$885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$1,232,152
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$6,995,680
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,763,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$6,615,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,495,914
Interest on participant loans	2017-06-30	$438
Interest earned on other investments	2017-06-30	$10,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$350,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$247,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$250,832
Net investment gain/loss from pooled separate accounts	2017-06-30	$479,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$220,160
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BKD, LLP
Accountancy firm EIN	2017-06-30	440160260
2016 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$762,547
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$319,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$318,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$758,222
Value of total assets at end of year	2016-06-30	$5,763,528
Value of total assets at beginning of year	2016-06-30	$5,320,411
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$689
Total interest from all sources	2016-06-30	$9,584
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$694,698
Participant contributions at end of year	2016-06-30	$14,666
Participant contributions at beginning of year	2016-06-30	$26,295
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$63,524
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$5,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$5,505
Administrative expenses (other) incurred	2016-06-30	$689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$443,117
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,763,528
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,320,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,495,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$5,081,409
Interest on participant loans	2016-06-30	$842
Interest earned on other investments	2016-06-30	$8,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$247,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$207,202
Net investment gain/loss from pooled separate accounts	2016-06-30	$-5,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$318,741
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BKD, LLP
Accountancy firm EIN	2016-06-30	440160260
2015 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$988,316
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$357,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$356,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$807,025
Value of total assets at end of year	2015-06-30	$5,320,411
Value of total assets at beginning of year	2015-06-30	$4,689,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$545
Total interest from all sources	2015-06-30	$8,998
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$250,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$600,081
Participant contributions at end of year	2015-06-30	$26,295
Participant contributions at beginning of year	2015-06-30	$32,371
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$6,944
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$5,505
Administrative expenses (other) incurred	2015-06-30	$545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$631,315
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,320,411
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,689,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$5,081,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$4,481,871
Interest on participant loans	2015-06-30	$1,355
Interest earned on other investments	2015-06-30	$7,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$207,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$174,854
Net investment gain/loss from pooled separate accounts	2015-06-30	$172,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$356,456
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BKD, LLP
Accountancy firm EIN	2015-06-30	440160260
2014 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$1,847,795
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$942,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$941,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,177,943
Value of total assets at end of year	2014-06-30	$4,689,096
Value of total assets at beginning of year	2014-06-30	$3,783,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$850
Total interest from all sources	2014-06-30	$6,117
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$250,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$782,516
Participant contributions at end of year	2014-06-30	$32,371
Participant contributions at beginning of year	2014-06-30	$16,663
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$395,427
Administrative expenses (other) incurred	2014-06-30	$850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$905,404
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,689,096
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,783,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$4,481,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,632,870
Interest on participant loans	2014-06-30	$837
Interest earned on other investments	2014-06-30	$5,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$174,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$134,159
Net investment gain/loss from pooled separate accounts	2014-06-30	$663,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$941,541
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BKD, LLP
Accountancy firm EIN	2014-06-30	440160260
2013 : HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$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	$1,766,734
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$716,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$716,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,392,241
Value of total assets at end of year	2013-06-30	$3,783,692
Value of total assets at beginning of year	2013-06-30	$2,733,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$138
Total interest from all sources	2013-06-30	$2,807
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 year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$250,000
If this is an individual account plan, was there a blackout period	2013-06-30	Yes
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$440,596
Participant contributions at end of year	2013-06-30	$16,663
Participant contributions at beginning of year	2013-06-30	$10,879
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$951,645
Administrative expenses (other) incurred	2013-06-30	$138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$1,050,446
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,783,692
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$2,733,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,632,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$2,598,770
Interest on participant loans	2013-06-30	$354
Interest earned on other investments	2013-06-30	$2,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$134,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$123,597
Net investment gain/loss from pooled separate accounts	2013-06-30	$371,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$716,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	Yes
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BKD LLP
Accountancy firm EIN	2013-06-30	440160260

Form 5500 Responses for HOLYOKE HEALTH CENTER, INC. 403(B) PLAN

2022: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2021: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: HOLYOKE HEALTH CENTER, INC. 403(B) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	50
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $1,502
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,502
Insurance broker organization code?	3

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

Policy contract number

743485-01

Policy instance

Insurance contract or identification number	743485-01
Number of Individuals Covered	416
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $34,432
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,088
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	51
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,842
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,842
Insurance broker organization code?	3

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

Policy contract number

743485-01

Policy instance

Insurance contract or identification number	743485-01
Number of Individuals Covered	416
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $10,245
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,143
Insurance broker organization code?	3

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

Policy contract number

743485-01

Policy instance

Insurance contract or identification number	743485-01
Number of Individuals Covered	416
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $10,245
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,143
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	51
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $1,842
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,842
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	54
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $1,643
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,643
Insurance broker organization code?	3

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	408
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $32,632
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,632
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	405
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $27,362
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $27,362
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	54
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $1,354
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,354
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	61
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,395
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,395
Insurance broker organization code?	3

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	291
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $23,461
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,461
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $21,729
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,729
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY LLC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	61
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $1,778
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,778
Insurance broker organization code?	3
Insurance broker name	MML INSURANCE AGENCY, LLC

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $13,046
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $13,046
Insurance broker organization code?	3
Insurance broker name

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	89
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF5724

Policy instance

Insurance contract or identification number	VF5724
Number of Individuals Covered	89
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $2,136
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,251
Insurance broker organization code?	3
Insurance broker name	METLIFE SECURITIES, INC.

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	275
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $10,179
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $5,296
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SEC CORP

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	185
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $6,651
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,651
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SEC CORP

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

Policy contract number

GA-753173

Policy instance

Insurance contract or identification number	GA-753173
Number of Individuals Covered	171
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,551
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,551
Insurance broker organization code?	3
Insurance broker name	NEW ENGLAND SEC CORP

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Company Name:	HOLYOKE HEALTH CENTER INC
Employer identification number (EIN):	042492730
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers