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EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 401k Plan overview

Plan NameEDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN
Plan identification number 002

EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN Benefits

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

EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC.
Employer identification number (EIN):042513817
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01CHRISTOPHER J. WILBUR2023-04-14 CHRISTOPHER J. WILBUR2023-04-14
0022020-07-01CHRISTOPHER J. WILBUR2022-06-07 CHRISTOPHER J. WILBUR2022-06-07
0022020-07-01CHRISTOPHER J. WILBUR2022-04-14 CHRISTOPHER J. WILBUR2022-04-14
0022019-07-01CHRISTOPHER J. WILBUR2021-04-15 CHRISTOPHER J. WILBUR2021-04-15
0022018-07-01CHRIS WILBUR2020-04-07 CHRIS WILBUR2020-04-07
0022017-07-01ANTONIA G MCGUIRE2019-04-04 ANTONIA G MCGUIRE2019-04-04
0022016-07-01ANTONIA G. MCGUIRE ANTONIA G. MCGUIRE2018-04-17
0022015-07-01ANTONIA G. MCGUIRE ANTONIA G. MCGUIRE2017-04-12
0022014-07-01ANTONIA G. MCGUIRE ANTONIA G. MCGUIRE2016-04-15
0022013-07-01ANTONIA G. MCGUIRE ANTONIA G. MCGUIRE2015-04-10

Plan Statistics for EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

401k plan membership statisitcs for EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Measure Date Value
2021: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01477
Total number of active participants reported on line 7a of the Form 55002021-07-01416
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-01105
Total of all active and inactive participants2021-07-01522
Total participants2021-07-01522
Number of participants with account balances2021-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01624
Total number of active participants reported on line 7a of the Form 55002020-07-01372
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-01103
Total of all active and inactive participants2020-07-01477
Total participants2020-07-01477
Number of participants with account balances2020-07-01342
2019: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01372
Total number of active participants reported on line 7a of the Form 55002019-07-01450
Number of other retired or separated participants entitled to future benefits2019-07-01174
Total of all active and inactive participants2019-07-01624
Total participants2019-07-01624
Number of participants with account balances2019-07-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01367
Total number of active participants reported on line 7a of the Form 55002018-07-01195
Number of other retired or separated participants entitled to future benefits2018-07-01177
Total of all active and inactive participants2018-07-01372
Total participants2018-07-01372
Number of participants with account balances2018-07-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-018
2017: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01449
Total number of active participants reported on line 7a of the Form 55002017-07-01335
Number of other retired or separated participants entitled to future benefits2017-07-01134
Total of all active and inactive participants2017-07-01469
Total participants2017-07-01469
Number of participants with account balances2017-07-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01478
Total number of active participants reported on line 7a of the Form 55002016-07-01325
Number of other retired or separated participants entitled to future benefits2016-07-01124
Total of all active and inactive participants2016-07-01449
Total participants2016-07-01449
Number of participants with account balances2016-07-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0112
2015: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01507
Total number of active participants reported on line 7a of the Form 55002015-07-01323
Number of other retired or separated participants entitled to future benefits2015-07-01155
Total of all active and inactive participants2015-07-01478
Total participants2015-07-01478
Number of participants with account balances2015-07-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0115
2014: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01314
Total number of active participants reported on line 7a of the Form 55002014-07-01366
Number of other retired or separated participants entitled to future benefits2014-07-01141
Total of all active and inactive participants2014-07-01507
Total participants2014-07-01507
Number of participants with account balances2014-07-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0111
2013: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01309
Total number of active participants reported on line 7a of the Form 55002013-07-01243
Number of other retired or separated participants entitled to future benefits2013-07-0169
Total of all active and inactive participants2013-07-01312
Total participants2013-07-01312
Number of participants with account balances2013-07-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012

Financial Data on EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

Measure Date Value
2022 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-920,274
Total of all expenses incurred2022-06-30$643,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$566,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,534,829
Value of total assets at end of year2022-06-30$14,998,252
Value of total assets at beginning of year2022-06-30$16,562,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$77,601
Total interest from all sources2022-06-30$1,125,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$77,601
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,251,182
Participant contributions at end of year2022-06-30$155,264
Participant contributions at beginning of year2022-06-30$238,599
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$29,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,563,937
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,998,252
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,562,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,736,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,152,729
Value of interest in pooled separate accounts at end of year2022-06-30$11,841,768
Value of interest in pooled separate accounts at beginning of year2022-06-30$13,415,634
Interest on participant loans2022-06-30$8,287
Interest earned on other investments2022-06-30$1,116,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,264,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$755,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-539,490
Net investment gain/loss from pooled separate accounts2022-06-30$-3,040,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$253,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$566,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30AAFCPAS
Accountancy firm EIN2022-06-30042572780
2021 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$4,982,281
Total of all expenses incurred2021-06-30$626,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$565,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,381,586
Value of total assets at end of year2021-06-30$16,562,189
Value of total assets at beginning of year2021-06-30$12,206,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$60,757
Total interest from all sources2021-06-30$423,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,125,883
Participant contributions at end of year2021-06-30$238,599
Participant contributions at beginning of year2021-06-30$143,569
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$32,913
Administrative expenses (other) incurred2021-06-30$60,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,355,671
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,562,189
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,206,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,152,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,696,991
Value of interest in pooled separate accounts at end of year2021-06-30$13,415,634
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,779,057
Interest on participant loans2021-06-30$8,998
Interest earned on other investments2021-06-30$414,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$755,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$586,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$464,213
Net investment gain/loss from pooled separate accounts2021-06-30$2,712,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$222,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$565,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30AAFCPAS
Accountancy firm EIN2021-06-30042571780
2020 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$2,043,607
Total of all expenses incurred2020-06-30$1,541,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,514,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,246,449
Value of total assets at end of year2020-06-30$12,206,518
Value of total assets at beginning of year2020-06-30$11,704,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$27,232
Total interest from all sources2020-06-30$291,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$983,095
Participant contributions at end of year2020-06-30$143,569
Participant contributions at beginning of year2020-06-30$233,288
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$63,000
Administrative expenses (other) incurred2020-06-30$27,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$501,922
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,206,518
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,704,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,696,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,607,590
Value of interest in pooled separate accounts at end of year2020-06-30$9,779,057
Value of interest in pooled separate accounts at beginning of year2020-06-30$9,407,239
Interest on participant loans2020-06-30$8,750
Interest earned on other investments2020-06-30$282,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$586,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$456,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$147,115
Net investment gain/loss from pooled separate accounts2020-06-30$358,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$200,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,514,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30AAFCPAS, INC.
Accountancy firm EIN2020-06-30042571780
2019 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,818,438
Total of all expenses incurred2019-06-30$837,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$821,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,191,707
Value of total assets at end of year2019-06-30$11,704,596
Value of total assets at beginning of year2019-06-30$10,723,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$16,335
Total interest from all sources2019-06-30$71,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$964,622
Participant contributions at end of year2019-06-30$233,288
Participant contributions at beginning of year2019-06-30$207,491
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$42,306
Administrative expenses (other) incurred2019-06-30$16,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$980,836
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,704,596
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,723,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,607,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,789,246
Value of interest in pooled separate accounts at end of year2019-06-30$9,407,239
Value of interest in pooled separate accounts at beginning of year2019-06-30$8,276,970
Interest on participant loans2019-06-30$6,847
Interest earned on other investments2019-06-30$65,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$456,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$450,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$17,820
Net investment gain/loss from pooled separate accounts2019-06-30$537,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$184,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$821,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30AAFCPAS, INC.
Accountancy firm EIN2019-06-30042571780
2018 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,904,330
Total of all expenses incurred2018-06-30$1,597,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,593,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,075,796
Value of total assets at end of year2018-06-30$10,723,760
Value of total assets at beginning of year2018-06-30$10,416,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,171
Total interest from all sources2018-06-30$48,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$757,473
Participant contributions at end of year2018-06-30$207,491
Participant contributions at beginning of year2018-06-30$244,559
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$292,340
Administrative expenses (other) incurred2018-06-30$3,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$307,251
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,723,760
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,416,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,789,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,998,708
Value of interest in pooled separate accounts at end of year2018-06-30$8,276,970
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,721,914
Interest on participant loans2018-06-30$7,336
Interest earned on other investments2018-06-30$41,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$450,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$451,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$152,758
Net investment gain/loss from pooled separate accounts2018-06-30$626,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$25,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,593,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALEXANDER, ARONSON, FINING & CO., P
Accountancy firm EIN2018-06-30042571780
2017 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$2,018,096
Total of all expenses incurred2017-06-30$1,657,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,653,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$782,805
Value of total assets at end of year2017-06-30$10,416,509
Value of total assets at beginning of year2017-06-30$10,056,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,942
Total interest from all sources2017-06-30$60,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$733,475
Participant contributions at end of year2017-06-30$244,559
Participant contributions at beginning of year2017-06-30$213,308
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$49,330
Administrative expenses (other) incurred2017-06-30$3,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$360,377
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,416,509
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$10,056,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,998,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,153,174
Value of interest in pooled separate accounts at end of year2017-06-30$7,721,914
Value of interest in pooled separate accounts at beginning of year2017-06-30$7,275,743
Interest on participant loans2017-06-30$10,885
Interest earned on other investments2017-06-30$49,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$451,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$413,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$238,167
Net investment gain/loss from pooled separate accounts2017-06-30$936,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,653,777
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2017-06-30042571780
2016 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$972,116
Total of all expenses incurred2016-06-30$248,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$244,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$989,641
Value of total assets at end of year2016-06-30$10,056,132
Value of total assets at beginning of year2016-06-30$9,332,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,568
Total interest from all sources2016-06-30$83,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$809,692
Participant contributions at end of year2016-06-30$213,308
Participant contributions at beginning of year2016-06-30$214,790
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$52,365
Administrative expenses (other) incurred2016-06-30$3,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$723,692
Value of net assets at end of year (total assets less liabilities)2016-06-30$10,056,132
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,332,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,153,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,249,703
Value of interest in pooled separate accounts at end of year2016-06-30$7,275,743
Value of interest in pooled separate accounts at beginning of year2016-06-30$6,505,171
Interest on participant loans2016-06-30$10,218
Interest earned on other investments2016-06-30$72,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$413,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$362,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-86,416
Net investment gain/loss from pooled separate accounts2016-06-30$-14,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$127,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$244,856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ALEXANDER, ARONSON, FINNING, & CO.,
Accountancy firm EIN2016-06-30042571780
2015 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,311,193
Total of all expenses incurred2015-06-30$940,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$936,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,066,065
Value of total assets at end of year2015-06-30$9,332,440
Value of total assets at beginning of year2015-06-30$8,961,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,809
Total interest from all sources2015-06-30$97,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$821,228
Participant contributions at end of year2015-06-30$214,790
Participant contributions at beginning of year2015-06-30$217,365
Participant contributions at beginning of year2015-06-30$30,295
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$96,517
Administrative expenses (other) incurred2015-06-30$3,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$370,612
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,332,440
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,961,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,249,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,196,935
Value of interest in pooled separate accounts at end of year2015-06-30$6,505,171
Value of interest in pooled separate accounts at beginning of year2015-06-30$6,166,901
Interest on participant loans2015-06-30$9,460
Interest earned on other investments2015-06-30$88,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$362,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$332,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$16,975
Net investment gain/loss from pooled separate accounts2015-06-30$130,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$148,320
Employer contributions (assets) at beginning of year2015-06-30$17,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$936,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2015-06-30042571780
2014 : EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$2,160,755
Total of all expenses incurred2014-06-30$1,051,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,047,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$907,643
Value of total assets at end of year2014-06-30$8,961,828
Value of total assets at beginning of year2014-06-30$7,852,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,517
Total interest from all sources2014-06-30$18,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$750,268
Participant contributions at end of year2014-06-30$217,365
Participant contributions at beginning of year2014-06-30$192,417
Participant contributions at end of year2014-06-30$30,295
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$2,717
Administrative expenses (other) incurred2014-06-30$3,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,109,387
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,961,828
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,852,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,196,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,389,297
Value of interest in pooled separate accounts at end of year2014-06-30$6,166,901
Value of interest in pooled separate accounts at beginning of year2014-06-30$4,827,085
Interest on participant loans2014-06-30$247
Interest earned on other investments2014-06-30$18,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$332,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$443,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$408,198
Net investment gain/loss from pooled separate accounts2014-06-30$826,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$154,658
Employer contributions (assets) at end of year2014-06-30$17,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,047,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ALEXANDER, ARONSON, FINNING & CO.,
Accountancy firm EIN2014-06-30042571780

Form 5500 Responses for EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN

2021: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F60
Policy instance 2
Insurance contract or identification number664F60
Number of Individuals Covered304
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 1
Insurance contract or identification number016756-C
Number of Individuals Covered56
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F60
Policy instance 2
Insurance contract or identification number664F60
Number of Individuals Covered286
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 1
Insurance contract or identification number016756-C
Number of Individuals Covered57
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F60
Policy instance 3
Insurance contract or identification number664F60
Number of Individuals Covered363
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Number of Individuals Covered60
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered0
Insurance policy start date2019-07-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $34,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,404
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Number of Individuals Covered66
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered428
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $34,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,404
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered434
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $32,612
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Number of Individuals Covered68
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Number of Individuals Covered91
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered354
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $26,200
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,200
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Number of Individuals Covered91
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered314
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $24,727
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,727
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016756-C
Policy instance 2
Insurance contract or identification number016756-C
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-751799
Policy instance 1
Insurance contract or identification numberGA-751799
Number of Individuals Covered312
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $16,685
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,685
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP

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