Logo

CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN
Plan identification number 002

CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:CARING HEALTH CENTER, INC.
Employer identification number (EIN):042620040
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01FRANK J KOSTEK
0022015-07-01FRANK J KOSTEK
0022014-07-01FRANK J KOSTEK FRANK J KOSTEK2016-01-29
0022013-07-01FRANK KOSTEK FRANK KOSTEK2015-03-25
0022012-07-01FRANK KOSTEK
0022011-07-01FRANK KOSTEK
0022010-07-01FRANK J. KOSTEK
0022009-07-01FRANK J. KOSTEK FRANK J KOSTEK2011-04-12

Plan Statistics for CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN

Measure Date Value
2020: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01279
Total number of active participants reported on line 7a of the Form 55002020-07-01154
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0156
Total of all active and inactive participants2020-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01211
Number of participants with account balances2020-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-014
2019: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01241
Total number of active participants reported on line 7a of the Form 55002019-07-01258
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0120
Total of all active and inactive participants2019-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01279
Number of participants with account balances2019-07-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-013
2018: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01178
Total number of active participants reported on line 7a of the Form 55002018-07-01160
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0120
Total of all active and inactive participants2018-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01181
Number of participants with account balances2018-07-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01153
Total number of active participants reported on line 7a of the Form 55002017-07-01158
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0119
Total of all active and inactive participants2017-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01178
Number of participants with account balances2017-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-013
2016: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01146
Total number of active participants reported on line 7a of the Form 55002016-07-01150
Number of retired or separated participants receiving benefits2016-07-0120
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01170
Number of participants with account balances2016-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01135
Total number of active participants reported on line 7a of the Form 55002015-07-01121
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0123
Total of all active and inactive participants2015-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01145
Number of participants with account balances2015-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01125
Total number of active participants reported on line 7a of the Form 55002014-07-01112
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0122
Total of all active and inactive participants2014-07-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01135
Number of participants with account balances2014-07-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01123
Total number of active participants reported on line 7a of the Form 55002013-07-01115
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-018
Total of all active and inactive participants2013-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01124
Number of participants with account balances2013-07-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01119
Total number of active participants reported on line 7a of the Form 55002012-07-01108
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01122
Number of participants with account balances2012-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01190
Total number of active participants reported on line 7a of the Form 55002011-07-01113
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-017
Total of all active and inactive participants2011-07-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01120
Number of participants with account balances2011-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01194
Total number of active participants reported on line 7a of the Form 55002010-07-01145
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0145
Total of all active and inactive participants2010-07-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01190
Number of participants with account balances2010-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01177
Total number of active participants reported on line 7a of the Form 55002009-07-01145
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0149
Total of all active and inactive participants2009-07-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01194
Number of participants with account balances2009-07-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$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$1,810,032
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$422,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$420,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$536,329
Value of total assets at end of year2021-06-30$6,338,763
Value of total assets at beginning of year2021-06-30$4,950,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,370
Total interest from all sources2021-06-30$27,239
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 year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$350,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$393,410
Participant contributions at end of year2021-06-30$82,786
Participant contributions at beginning of year2021-06-30$71,403
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$13,740
Administrative expenses (other) incurred2021-06-30$1,250
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$1,387,827
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,338,763
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,950,936
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$5,443,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,167,122
Interest on participant loans2021-06-30$4,859
Interest earned on other investments2021-06-30$22,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$812,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$712,411
Net investment gain/loss from pooled separate accounts2021-06-30$1,246,464
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$129,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$420,835
Contract administrator fees2021-06-30$120
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
2020 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$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$643,134
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$108,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$106,067
Value of total corrective distributions2020-06-30$1,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$497,787
Value of total assets at end of year2020-06-30$4,950,936
Value of total assets at beginning of year2020-06-30$4,416,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,207
Total interest from all sources2020-06-30$24,909
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 year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$442,000
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$362,621
Participant contributions at end of year2020-06-30$71,403
Participant contributions at beginning of year2020-06-30$79,678
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,207
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$534,847
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,950,936
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,416,089
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$4,167,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,685,004
Interest on participant loans2020-06-30$4,865
Interest earned on other investments2020-06-30$20,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$712,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$651,407
Net investment gain/loss from pooled separate accounts2020-06-30$120,438
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$135,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$106,067
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 name2020-06-30COHNREZNICK LLP
Accountancy firm EIN2020-06-30221478099
2019 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$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$699,733
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$202,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$201,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$470,202
Value of total assets at end of year2019-06-30$4,416,089
Value of total assets at beginning of year2019-06-30$3,918,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,358
Total interest from all sources2019-06-30$23,361
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 year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$350,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$355,318
Participant contributions at end of year2019-06-30$79,678
Participant contributions at beginning of year2019-06-30$87,498
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$10,070
Administrative expenses (other) incurred2019-06-30$1,358
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$497,159
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,416,089
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,918,930
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$3,685,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,273,402
Interest on participant loans2019-06-30$5,685
Interest earned on other investments2019-06-30$17,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$651,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$558,030
Net investment gain/loss from pooled separate accounts2019-06-30$206,170
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$104,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$201,216
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 name2019-06-30COHNREZICK LLP
Accountancy firm EIN2019-06-30221478099
2018 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$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$777,400
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$410,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$409,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$505,273
Value of total assets at end of year2018-06-30$3,918,930
Value of total assets at beginning of year2018-06-30$3,552,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,343
Total interest from all sources2018-06-30$18,301
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 year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$360,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$309,741
Participant contributions at end of year2018-06-30$87,498
Participant contributions at beginning of year2018-06-30$56,977
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$84,401
Administrative expenses (other) incurred2018-06-30$1,343
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$366,445
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,918,930
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,552,485
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 pooled separate accounts at end of year2018-06-30$3,273,402
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,090,947
Interest on participant loans2018-06-30$4,385
Interest earned on other investments2018-06-30$13,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$558,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$404,561
Net investment gain/loss from pooled separate accounts2018-06-30$253,826
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$111,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$409,612
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 name2018-06-30COHNREZNICK LLP
Accountancy firm EIN2018-06-30221478099
2017 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$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$825,745
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$104,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$103,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$488,760
Value of total assets at end of year2017-06-30$3,552,485
Value of total assets at beginning of year2017-06-30$2,831,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$1,297
Total interest from all sources2017-06-30$15,404
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 year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$272,000
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$358,443
Participant contributions at end of year2017-06-30$56,977
Participant contributions at beginning of year2017-06-30$55,105
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$37,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$19,078
Administrative expenses (other) incurred2017-06-30$1,297
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$721,231
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,552,485
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,831,254
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 pooled separate accounts at end of year2017-06-30$3,090,947
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,379,966
Interest on participant loans2017-06-30$3,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$11,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$404,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$377,105
Net investment gain/loss from pooled separate accounts2017-06-30$321,581
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
Contributions received in cash from employer2017-06-30$92,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$103,217
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 name2017-06-30COHNREZNICK LLP
Accountancy firm EIN2017-06-30221478099
2016 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$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$403,071
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$287,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$286,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$405,674
Value of total assets at end of year2016-06-30$2,831,254
Value of total assets at beginning of year2016-06-30$2,715,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,168
Total interest from all sources2016-06-30$13,193
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 year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$272,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$312,601
Participant contributions at end of year2016-06-30$55,105
Participant contributions at beginning of year2016-06-30$29,407
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$4,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$19,078
Administrative expenses (other) incurred2016-06-30$1,168
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$115,589
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,831,254
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,715,665
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 beginning of year2016-06-30$2,275,104
Value of interest in pooled separate accounts at end of year2016-06-30$2,379,966
Value of interest in pooled separate accounts at beginning of year2016-06-30$5,014
Interest on participant loans2016-06-30$2,393
Interest earned on other investments2016-06-30$10,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$377,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$406,140
Net investment gain/loss from pooled separate accounts2016-06-30$-15,796
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$89,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$286,314
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 name2016-06-30COHN REZNICK LLP
Accountancy firm EIN2016-06-30221478099
2015 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$470,423
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$63,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$62,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$384,170
Value of total assets at end of year2015-06-30$2,715,665
Value of total assets at beginning of year2015-06-30$2,309,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$1,186
Total interest from all sources2015-06-30$12,083
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$231,000
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$276,650
Participant contributions at end of year2015-06-30$29,407
Participant contributions at beginning of year2015-06-30$16,932
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$40,537
Administrative expenses (other) incurred2015-06-30$1,186
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$406,446
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,715,665
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,309,219
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$2,275,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,899,597
Value of interest in pooled separate accounts at end of year2015-06-30$5,014
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,080
Interest on participant loans2015-06-30$262
Interest earned on other investments2015-06-30$11,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$406,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$385,610
Net investment gain/loss from pooled separate accounts2015-06-30$74,170
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 contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$66,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$62,791
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 name2015-06-30COHN REZNICK LLP
Accountancy firm EIN2015-06-30221478099
2014 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$609,174
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$224,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$209,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$324,498
Value of total assets at end of year2014-06-30$2,309,219
Value of total assets at beginning of year2014-06-30$1,924,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,319
Total interest from all sources2014-06-30$11,989
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$193,000
If this is an individual account plan, was there a blackout period2014-06-30No
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$225,173
Participant contributions at end of year2014-06-30$16,932
Participant contributions at beginning of year2014-06-30$14,619
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$34,627
Administrative expenses (other) incurred2014-06-30$15,319
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$384,473
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,309,219
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,924,746
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$1,899,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,517,056
Value of interest in pooled separate accounts at end of year2014-06-30$7,080
Value of interest in pooled separate accounts at beginning of year2014-06-30$7,713
Interest on participant loans2014-06-30$619
Interest earned on other investments2014-06-30$11,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$385,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$385,358
Net investment gain/loss from pooled separate accounts2014-06-30$272,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$64,698
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$209,382
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 name2014-06-30COHNREZNICK LLP
Accountancy firm EIN2014-06-30221478099
2013 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$497,577
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$135,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$134,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$340,556
Value of total assets at end of year2013-06-30$1,924,746
Value of total assets at beginning of year2013-06-30$1,562,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$603
Total interest from all sources2013-06-30$3,691
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$157,000
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$248,321
Participant contributions at end of year2013-06-30$14,619
Participant contributions at beginning of year2013-06-30$4,854
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$7,612
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$24,690
Administrative expenses (other) incurred2013-06-30$603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$362,542
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,924,746
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,562,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,517,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,135,354
Value of interest in pooled separate accounts at end of year2013-06-30$7,713
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,957
Interest on participant loans2013-06-30$610
Interest earned on other investments2013-06-30$3,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$385,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$406,569
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$153,330
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$67,545
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$4,858
Income. Dividends from preferred stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$134,432
Contract administrator fees2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30COHN REZNICK, LLP
Accountancy firm EIN2013-06-30221478099
2012 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$226,417
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$74,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$72,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$243,811
Value of total assets at end of year2012-06-30$1,562,204
Value of total assets at beginning of year2012-06-30$1,410,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,100
Total interest from all sources2012-06-30$9,779
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$145,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$183,643
Participant contributions at end of year2012-06-30$4,854
Participant contributions at beginning of year2012-06-30$3,929
Participant contributions at end of year2012-06-30$7,612
Participant contributions at beginning of year2012-06-30$162
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,475
Administrative expenses (other) incurred2012-06-30$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$151,727
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,562,204
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,410,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,135,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$370,762
Value of interest in pooled separate accounts at end of year2012-06-30$2,957
Value of interest in pooled separate accounts at beginning of year2012-06-30$655,535
Interest on participant loans2012-06-30$274
Interest earned on other investments2012-06-30$9,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$406,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$374,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-4,712
Net investment gain/loss from pooled separate accounts2012-06-30$-22,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$55,693
Employer contributions (assets) at end of year2012-06-30$4,858
Employer contributions (assets) at beginning of year2012-06-30$5,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$72,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LESTER HALPERN & COMPANY, P.C.
Accountancy firm EIN2012-06-30042653334
2011 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$426,277
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$225,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$223,466
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$210,938
Value of total assets at end of year2011-06-30$1,410,477
Value of total assets at beginning of year2011-06-30$1,209,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,003
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$9,748
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Assets. Real estate other than employer real property at end of year2011-06-30$0
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$145,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$160,016
Participant contributions at end of year2011-06-30$3,929
Participant contributions at beginning of year2011-06-30$907
Participant contributions at end of year2011-06-30$162
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$3,971
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at end of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$4,573
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at end of year2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$200,808
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,410,477
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,209,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$0
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$370,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$386,332
Value of interest in pooled separate accounts at end of year2011-06-30$655,535
Value of interest in pooled separate accounts at beginning of year2011-06-30$428,619
Interest on participant loans2011-06-30$122
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$9,626
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at end of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$374,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$389,413
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Asset value of US Government securities at end of year2011-06-30$0
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$101,492
Net investment gain/loss from pooled separate accounts2011-06-30$99,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Assets. Invements in employer securities at end of year2011-06-30$0
Assets. Invements in employer securities at beginning of year2011-06-30$0
Assets. Value of employer real property at end of year2011-06-30$0
Assets. Value of employer real property at beginning of year2011-06-30$0
Contributions received in cash from employer2011-06-30$46,951
Employer contributions (assets) at end of year2011-06-30$5,592
Employer contributions (assets) at beginning of year2011-06-30$4,398
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$223,466
Asset. Corporate debt instrument preferred debt at end of year2011-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Contract administrator fees2011-06-30$2,003
Liabilities. Value of benefit claims payable at end of year2011-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LESTER HALPERN & CO, P.C.
Accountancy firm EIN2011-06-30042653334
2010 : CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN

2020: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CARING HEALTH CENTER INC. MATCHED RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered4
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $22
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered185
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $20,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,809
Amount paid for insurance broker fees0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered4
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered181
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17,779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,779
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered141
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $15,524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,524
Amount paid for insurance broker fees0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $20
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered178
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $14,056
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered15
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $65
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered120
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $10,234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,234
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered15
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $125
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $125
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered134
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $9,345
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,345
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered11
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 1
Insurance contract or identification numberGA-753229
Number of Individuals Covered122
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,666
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,666
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract numberGA 52671
Policy instance 1
Insurance contract or identification numberGA 52671
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $12
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12
Insurance broker organization code?3
Insurance broker nameJAMES E. KAUMANN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 2
Insurance contract or identification numberVFB141
Number of Individuals Covered11
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $240
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 3
Insurance contract or identification numberGA-753229
Number of Individuals Covered120
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,333
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,333
Insurance broker organization code?3
Insurance broker nameNEW ENGLAND SEC CORP
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753229
Policy instance 2
Insurance contract or identification numberGA-753229
Number of Individuals Covered113
Insurance policy start date2012-06-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,233
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52671
Policy instance 1
Insurance contract or identification number52671
Number of Individuals Covered30
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB141
Policy instance 1
Insurance contract or identification numberVFB141
Number of Individuals Covered81
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,679
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number52671
Policy instance 2
Insurance contract or identification number52671
Number of Individuals Covered59
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1