Logo

HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameHOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN
Plan identification number 002

HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HEALTH MANAGEMENT SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEALTH MANAGEMENT SERVICES, INC.
Employer identification number (EIN):050410467
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01JOSEPH DURAND
0022017-01-01JOSEPH DURAND
0022016-01-01JOSEPH DURAND
0022015-01-01JOSEPH DURAND
0022014-01-01JOSEPH DURAND
0022013-01-01JOSEPH DURAND
0022012-01-01JOSEPH DURAND
0022009-01-01JOSEPH DURAND JOSEPH DURAND2010-07-26

Plan Statistics for HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN

Measure Date Value
2019: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01125
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01133
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01126
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-01112
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01129
Number of participants with account balances2017-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01121
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01109
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01120
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01115
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2009: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01107
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN

Measure Date Value
2019 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,034,561
Total of all expenses incurred2019-12-31$123,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$368,532
Value of total assets at end of year2019-12-31$4,692,282
Value of total assets at beginning of year2019-12-31$3,780,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,472
Total interest from all sources2019-12-31$26,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$257,295
Participant contributions at end of year2019-12-31$184,953
Participant contributions at beginning of year2019-12-31$246,709
Participant contributions at end of year2019-12-31$4,776
Participant contributions at beginning of year2019-12-31$4,543
Administrative expenses (other) incurred2019-12-31$3,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$911,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,692,282
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,780,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,424,572
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,616,397
Interest on participant loans2019-12-31$11,038
Interest earned on other investments2019-12-31$15,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,075,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$911,280
Net investment gain/loss from pooled separate accounts2019-12-31$639,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$111,237
Employer contributions (assets) at end of year2019-12-31$2,087
Employer contributions (assets) at beginning of year2019-12-31$1,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$119,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2019-12-31061009205
2018 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$215,987
Total of all expenses incurred2018-12-31$214,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$208,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$352,265
Value of total assets at end of year2018-12-31$3,780,871
Value of total assets at beginning of year2018-12-31$3,779,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,238
Total interest from all sources2018-12-31$16,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$248,085
Participant contributions at end of year2018-12-31$246,709
Participant contributions at beginning of year2018-12-31$181,484
Participant contributions at end of year2018-12-31$4,543
Participant contributions at beginning of year2018-12-31$4,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,049
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,780,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,779,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,616,397
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,688,422
Interest on participant loans2018-12-31$10,832
Interest earned on other investments2018-12-31$5,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$911,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$903,157
Net investment gain/loss from pooled separate accounts2018-12-31$-152,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$104,180
Employer contributions (assets) at end of year2018-12-31$1,942
Employer contributions (assets) at beginning of year2018-12-31$2,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$208,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2018-12-31061009205
2017 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$773,850
Total of all expenses incurred2017-12-31$131,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$126,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$343,676
Value of total assets at end of year2017-12-31$3,779,822
Value of total assets at beginning of year2017-12-31$3,137,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,526
Total interest from all sources2017-12-31$16,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$241,670
Participant contributions at end of year2017-12-31$181,484
Participant contributions at beginning of year2017-12-31$151,755
Participant contributions at end of year2017-12-31$4,717
Participant contributions at beginning of year2017-12-31$4,209
Administrative expenses (other) incurred2017-12-31$4,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$642,646
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,779,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,137,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,688,422
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,150,118
Interest on participant loans2017-12-31$6,826
Interest earned on other investments2017-12-31$9,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$903,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$829,240
Net investment gain/loss from pooled separate accounts2017-12-31$413,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$102,006
Employer contributions (assets) at end of year2017-12-31$2,042
Employer contributions (assets) at beginning of year2017-12-31$1,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$126,678
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2017-12-31061009205
2016 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$515,371
Total of all expenses incurred2016-12-31$230,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$221,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$318,270
Value of total assets at end of year2016-12-31$3,137,176
Value of total assets at beginning of year2016-12-31$2,851,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,874
Total interest from all sources2016-12-31$6,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$220,422
Participant contributions at end of year2016-12-31$151,755
Participant contributions at beginning of year2016-12-31$158,141
Participant contributions at end of year2016-12-31$4,209
Participant contributions at beginning of year2016-12-31$4,789
Other income not declared elsewhere2016-12-31$9,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$285,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,137,176
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,851,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,150,118
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,906,331
Interest on participant loans2016-12-31$6,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$829,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$780,578
Net investment gain/loss from pooled separate accounts2016-12-31$181,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$97,848
Employer contributions (assets) at end of year2016-12-31$1,854
Employer contributions (assets) at beginning of year2016-12-31$2,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$221,295
Contract administrator fees2016-12-31$8,874
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2016-12-31061009205
2015 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$309,152
Total of all expenses incurred2015-12-31$197,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$186,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$305,454
Value of total assets at end of year2015-12-31$2,851,974
Value of total assets at beginning of year2015-12-31$2,740,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,152
Total interest from all sources2015-12-31$6,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$211,314
Participant contributions at end of year2015-12-31$158,141
Participant contributions at beginning of year2015-12-31$170,141
Participant contributions at end of year2015-12-31$4,789
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$9,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$111,514
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,851,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,740,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,906,331
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,785,164
Interest on participant loans2015-12-31$6,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$780,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$785,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-12,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$94,140
Employer contributions (assets) at end of year2015-12-31$2,135
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$186,486
Contract administrator fees2015-12-31$11,152
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2015-12-31061009205
2014 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$387,400
Total of all expenses incurred2014-12-31$437,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$426,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$216,443
Value of total assets at end of year2014-12-31$2,740,460
Value of total assets at beginning of year2014-12-31$2,790,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,934
Total interest from all sources2014-12-31$8,406
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$280,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$172,820
Participant contributions at end of year2014-12-31$170,141
Participant contributions at beginning of year2014-12-31$191,317
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,718
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,982
Other income not declared elsewhere2014-12-31$10,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-49,901
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,740,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,790,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,785,164
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,751,667
Interest on participant loans2014-12-31$8,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$785,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$842,835
Net investment gain/loss from pooled separate accounts2014-12-31$152,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$38,641
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$426,367
Contract administrator fees2014-12-31$10,934
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLUMSHAPIRO & CO., P.C.
Accountancy firm EIN2014-12-31061009205
2013 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$580,976
Total of all expenses incurred2013-12-31$158,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$147,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$222,226
Value of total assets at end of year2013-12-31$2,790,361
Value of total assets at beginning of year2013-12-31$2,368,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,034
Total interest from all sources2013-12-31$7,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$186,633
Participant contributions at end of year2013-12-31$191,317
Participant contributions at beginning of year2013-12-31$158,899
Participant contributions at end of year2013-12-31$3,718
Participant contributions at beginning of year2013-12-31$3,165
Other income not declared elsewhere2013-12-31$11,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$422,304
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,790,361
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,368,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,751,667
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,375,732
Interest on participant loans2013-12-31$7,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$842,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$829,545
Net investment gain/loss from pooled separate accounts2013-12-31$339,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$35,593
Employer contributions (assets) at end of year2013-12-31$824
Employer contributions (assets) at beginning of year2013-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$147,638
Contract administrator fees2013-12-31$11,034
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BLUMSHAPIRO & CO.,P.C.
Accountancy firm EIN2013-12-31061009205
2012 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$401,921
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$239,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$229,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$217,669
Value of total assets at end of year2012-12-31$2,368,057
Value of total assets at beginning of year2012-12-31$2,205,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,899
Total interest from all sources2012-12-31$6,235
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$178,293
Participant contributions at end of year2012-12-31$158,899
Participant contributions at beginning of year2012-12-31$160,247
Participant contributions at end of year2012-12-31$3,165
Other income not declared elsewhere2012-12-31$14,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$162,161
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,368,057
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,205,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,375,732
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,222,040
Interest on participant loans2012-12-31$6,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$829,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$823,609
Net investment gain/loss from pooled separate accounts2012-12-31$163,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,376
Employer contributions (assets) at end of year2012-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$229,861
Contract administrator fees2012-12-31$9,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BLUM SHAPIRO & CO.,P.C.
Accountancy firm EIN2012-12-31061009205
2009 : HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN

2019: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: HOPKINS MANOR, LTD. UNION EMPLOYEES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393
Policy instance 1
Insurance contract or identification number995393
Number of Individuals Covered124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393
Policy instance 1
Insurance contract or identification number995393
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393
Policy instance 1
Insurance contract or identification number995393
Number of Individuals Covered126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393-000
Policy instance 1
Insurance contract or identification number995393-000
Number of Individuals Covered121
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393-000
Policy instance 1
Insurance contract or identification number995393-000
Number of Individuals Covered116
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393-000
Policy instance 1
Insurance contract or identification number995393-000
Number of Individuals Covered115
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995393-000
Policy instance 1
Insurance contract or identification number995393-000
Number of Individuals Covered115
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

Potentially related plans

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