401k Plan data: WEST MASS ELDER CARE, INC. RETIREMENT PLAN plan

WEST MASS ELDER CARE, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	WEST MASS ELDER CARE, INC. RETIREMENT PLAN
Plan identification number	002

WEST MASS ELDER CARE, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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

WESTMASS ELDERCARE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESTMASS ELDERCARE, INC.

Employer identification number (EIN): 042545848

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST MASS ELDER CARE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2021-07-01
002 2020-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 ROSEANN MARTOCCIA
002 2015-07-01 PRISCILLA CHALMERS
002 2014-07-01 PRISCILLA CHALMERS 2016-02-08
002 2013-07-01 PRISCILLA CHALMERS 2015-04-13
002 2012-07-01 PRISCILLA CHALMERS 2014-01-30
002 2011-07-01 PRISCILLA CHALMERS 2013-01-23
002 2010-07-01 PRISCILLA CHALMERS 2011-10-25

Plan Statistics for WEST MASS ELDER CARE, INC. RETIREMENT PLAN

401k plan membership statisitcs for WEST MASS ELDER CARE, INC. RETIREMENT PLAN

Measure Date Value
2022: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 191
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 0
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 0
Total of all active and inactive participants 2022-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 0
Number of participants with account balances 2022-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 192
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 124
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 64
Total of all active and inactive participants 2021-07-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 191
Number of participants with account balances 2021-07-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 17
2020: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 134
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 42
Total of all active and inactive participants 2020-07-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 1
Total participants 2020-07-01 177
Number of participants with account balances 2020-07-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 4
2019: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 125
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 30
Total of all active and inactive participants 2019-07-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 157
Number of participants with account balances 2019-07-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 4
2018: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 137
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 113
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 28
Total of all active and inactive participants 2018-07-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 144
Number of participants with account balances 2018-07-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 4
2017: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 103
Number of retired or separated participants receiving benefits 2017-07-01 7
Number of other retired or separated participants entitled to future benefits 2017-07-01 25
Total of all active and inactive participants 2017-07-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 137
Number of participants with account balances 2017-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 5
2016: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 116
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 25
Total of all active and inactive participants 2016-07-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 141
Number of participants with account balances 2016-07-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 10
2015: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 134
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 127
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 18
Total of all active and inactive participants 2015-07-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 145
Number of participants with account balances 2015-07-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4

Measure	Date	Value
2022: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	191
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	0
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	0
Total of all active and inactive participants	2022-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	0
Number of participants with account balances	2022-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	192
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	124
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	64
Total of all active and inactive participants	2021-07-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	191
Number of participants with account balances	2021-07-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	17
2020: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	134
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	42
Total of all active and inactive participants	2020-07-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	1
Total participants	2020-07-01	177
Number of participants with account balances	2020-07-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	4
2019: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	125
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	30
Total of all active and inactive participants	2019-07-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	157
Number of participants with account balances	2019-07-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	4
2018: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	137
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	113
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	28
Total of all active and inactive participants	2018-07-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	144
Number of participants with account balances	2018-07-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	4
2017: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	103
Number of retired or separated participants receiving benefits	2017-07-01	7
Number of other retired or separated participants entitled to future benefits	2017-07-01	25
Total of all active and inactive participants	2017-07-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	137
Number of participants with account balances	2017-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	5
2016: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	116
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	25
Total of all active and inactive participants	2016-07-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	141
Number of participants with account balances	2016-07-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	10
2015: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	134
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	127
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	18
Total of all active and inactive participants	2015-07-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	145
Number of participants with account balances	2015-07-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4

Financial Data on WEST MASS ELDER CARE, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-01-31	$0
Total transfer of assets from this plan	2023-01-31	$2,320,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-31	$0
Total income from all sources (including contributions)	2023-01-31	$29,310
Total loss/gain on sale of assets	2023-01-31	$0
Total of all expenses incurred	2023-01-31	$289,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-31	$289,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-31	$0
Value of total assets at end of year	2023-01-31	$0
Value of total assets at beginning of year	2023-01-31	$2,581,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-31	$0
Total interest from all sources	2023-01-31	$11,814
Total dividends received (eg from common stock, registered investment company shares)	2023-01-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-31	No
Was this plan covered by a fidelity bond	2023-01-31	Yes
Value of fidelity bond cover	2023-01-31	$500,000
If this is an individual account plan, was there a blackout period	2023-01-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-31	No
Value of net income/loss	2023-01-31	$-260,577
Value of net assets at end of year (total assets less liabilities)	2023-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-01-31	$2,581,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-31	No
Were any leases to which the plan was party in default or uncollectible	2023-01-31	No
Value of interest in pooled separate accounts at end of year	2023-01-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-01-31	$1,786,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-31	$11,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-31	$795,387
Net investment gain/loss from pooled separate accounts	2023-01-31	$17,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-31	No
Was there a failure to transmit to the plan any participant contributions	2023-01-31	No
Has the plan failed to provide any benefit when due under the plan	2023-01-31	No
Contributions received in cash from employer	2023-01-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-31	$289,887
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	2023-01-31	Yes
Did the plan have assets held for investment	2023-01-31	No
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	2023-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-01-31	Unqualified
Accountancy firm name	2023-01-31	WHITTLESEY PC
Accountancy firm EIN	2023-01-31	060903326
2022 : WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2022 401k financial data
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
Total income from all sources (including contributions)	2022-06-30	$-88,953
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$117,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$117,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$170,000
Value of total assets at end of year	2022-06-30	$2,581,481
Value of total assets at beginning of year	2022-06-30	$2,788,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$22,088
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
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-06-30	$480
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
Value of net income/loss	2022-06-30	$-206,524
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$2,581,481
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$2,788,005
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
Value of interest in pooled separate accounts at end of year	2022-06-30	$1,786,094
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$2,039,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$22,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$795,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$748,671
Net investment gain/loss from pooled separate accounts	2022-06-30	$-281,041
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
Contributions received in cash from employer	2022-06-30	$170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$117,091
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
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WHITTLESEY PC
Accountancy firm EIN	2022-06-30	060903326
2021 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$564,604
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$79,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$79,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$170,000
Value of total assets at end of year	2021-06-30	$2,788,005
Value of total assets at beginning of year	2021-06-30	$2,303,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$0
Total interest from all sources	2021-06-30	$20,621
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	$500,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-06-30	$400
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	$484,756
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$2,788,005
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$2,303,249
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 pooled separate accounts at end of year	2021-06-30	$2,039,334
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$1,609,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$20,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$748,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$693,570
Net investment gain/loss from pooled separate accounts	2021-06-30	$373,983
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	$170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$79,448
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	Disclaimer
Accountancy firm name	2021-06-30	WHITTLESEY PC
Accountancy firm EIN	2021-06-30	060903326
2020 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$188,923
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$181,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$181,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$160,000
Value of total assets at end of year	2020-06-30	$2,303,249
Value of total assets at beginning of year	2020-06-30	$2,296,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$0
Total interest from all sources	2020-06-30	$19,306
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	$500,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-06-30	$1,040
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	$7,104
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$2,303,249
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$2,296,145
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 pooled separate accounts at end of year	2020-06-30	$1,609,679
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$1,621,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$19,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$693,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$674,398
Net investment gain/loss from pooled separate accounts	2020-06-30	$9,617
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	$160,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$180,779
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	WHITTLESEY PC
Accountancy firm EIN	2020-06-30	060903326
2019 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$389,803
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$184,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$184,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$285,000
Value of total assets at end of year	2019-06-30	$2,296,145
Value of total assets at beginning of year	2019-06-30	$2,091,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$400
Total interest from all sources	2019-06-30	$17,673
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
Administrative expenses (other) incurred	2019-06-30	$400
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	$204,827
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$2,296,145
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,091,318
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 pooled separate accounts at end of year	2019-06-30	$1,621,747
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,472,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$17,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$674,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$618,475
Net investment gain/loss from pooled separate accounts	2019-06-30	$87,130
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	$285,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$184,576
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	WHITTLESEY PC
Accountancy firm EIN	2019-06-30	060903326
2018 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$325,677
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$359,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$358,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$255,000
Value of total assets at end of year	2018-06-30	$2,091,318
Value of total assets at beginning of year	2018-06-30	$2,125,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,465
Total interest from all sources	2018-06-30	$16,771
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
Administrative expenses (other) incurred	2018-06-30	$1,465
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	$-34,204
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,091,318
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,125,522
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 pooled separate accounts at end of year	2018-06-30	$1,472,843
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,348,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$16,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$618,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$527,481
Net investment gain/loss from pooled separate accounts	2018-06-30	$53,906
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	$255,000
Employer contributions (assets) at beginning of year	2018-06-30	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$358,416
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	WHITTLESEY PC
Accountancy firm EIN	2018-06-30	060903326
2017 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$396,780
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$91,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$90,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$250,000
Value of total assets at end of year	2017-06-30	$2,125,522
Value of total assets at beginning of year	2017-06-30	$1,820,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$740
Total interest from all sources	2017-06-30	$15,588
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
Administrative expenses (other) incurred	2017-06-30	$740
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	$305,468
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,125,522
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,820,054
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 pooled separate accounts at end of year	2017-06-30	$1,348,041
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,281,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$15,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$527,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$538,110
Net investment gain/loss from pooled separate accounts	2017-06-30	$131,192
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
Contributions received in cash from employer	2017-06-30	$250,000
Employer contributions (assets) at end of year	2017-06-30	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$90,572
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	WHITTLESEY PC
Accountancy firm EIN	2017-06-30	060903326
2016 : WEST MASS ELDER CARE, INC. RETIREMENT 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	$254,820
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$105,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$104,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$235,000
Value of total assets at end of year	2016-06-30	$1,820,054
Value of total assets at beginning of year	2016-06-30	$1,670,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,035
Total interest from all sources	2016-06-30	$13,924
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Administrative expenses (other) incurred	2016-06-30	$1,035
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	$149,217
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,820,054
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,670,837
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 pooled separate accounts at end of year	2016-06-30	$1,281,944
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,192,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$538,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$478,113
Net investment gain/loss from pooled separate accounts	2016-06-30	$5,896
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	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$235,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$104,568
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	WHITTLESEY & HADLEY, P.C
Accountancy firm EIN	2016-06-30	060903326

Form 5500 Responses for WEST MASS ELDER CARE, INC. RETIREMENT PLAN

2022: WEST MASS ELDER CARE, INC. RETIREMENT 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	Yes
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: WEST MASS ELDER CARE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
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
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WEST MASS ELDER CARE, INC. RETIREMENT 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
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WEST MASS ELDER CARE, INC. RETIREMENT 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
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WEST MASS ELDER CARE, INC. RETIREMENT 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
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WEST MASS ELDER CARE, INC. RETIREMENT 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
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WEST MASS ELDER CARE, INC. RETIREMENT 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
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WEST MASS ELDER CARE, INC. RETIREMENT 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
2015-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	0
Insurance policy start date	2022-07-01
Insurance policy end date	2023-01-01
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Insurance broker organization code?	3

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	176
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	156
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	141
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	126
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
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?	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )

Policy contract number

932283

Policy instance

Insurance contract or identification number	932283
Number of Individuals Covered	126
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESTMASS ELDERCARE, INC.
Employer identification number (EIN):	042545848
NAIC Classification:	621610
NAIC Description:	Home Health Care Services