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ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 401k Plan overview

Plan NameISLAND NURSING AND REHAB CENTER RETIREMENT PLAN
Plan identification number 001

ISLAND NURSING AND REHAB CENTER RETIREMENT 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ISLAND NURSING & REHAB CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ISLAND NURSING & REHAB CENTER, INC.
Employer identification number (EIN):113570505
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAUREEN MESSA
0012016-01-01MAUREEN MESSA
0012015-01-01MAUREEN MESSA
0012014-01-01MAUREEN MESSA
0012013-01-01JAMES GALGANO
0012012-01-01JAMES GALGANO
0012011-01-01DAVID FRIDKIN
0012010-01-01DAVID FRIDKIN
0012009-01-01DAVID FRIDKIN

Plan Statistics for ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN

401k plan membership statisitcs for ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN

Measure Date Value
2022: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-01132
Total of all active and inactive participants2022-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01251
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01247
Total number of active participants reported on line 7a of the Form 55002021-01-01135
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01286
Number of participants with account balances2021-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01302
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01246
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01197
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01102
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01302
Number of participants with account balances2019-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01334
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01323
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0198
Total of all active and inactive participants2017-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01334
Number of participants with account balances2017-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01344
Total number of active participants reported on line 7a of the Form 55002016-01-01252
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01342
Total number of active participants reported on line 7a of the Form 55002015-01-01242
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01344
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01352
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01342
Number of participants with account balances2014-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01226
Total number of active participants reported on line 7a of the Form 55002013-01-01249
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01352
Number of participants with account balances2013-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01229
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01226
Number of participants with account balances2012-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01212
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01229
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01212
Total number of active participants reported on line 7a of the Form 55002010-01-01105
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01107
Total of all active and inactive participants2010-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01212
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN

Measure Date Value
2022 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-462,357
Total of all expenses incurred2022-12-31$1,126,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,062,034
Expenses. Certain deemed distributions of participant loans2022-12-31$1,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$366,045
Value of total assets at end of year2022-12-31$5,798,868
Value of total assets at beginning of year2022-12-31$7,387,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,292
Total interest from all sources2022-12-31$45,745
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$60,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$60,967
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$273,476
Participant contributions at end of year2022-12-31$35,334
Participant contributions at beginning of year2022-12-31$75,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$855
Administrative expenses (other) incurred2022-12-31$41,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,588,711
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,798,868
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,387,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,573,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,535,562
Interest on participant loans2022-12-31$1,279
Interest earned on other investments2022-12-31$44,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,189,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,775,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-935,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$92,569
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,062,034
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HMM,CPAS LLP
Accountancy firm EIN2022-12-31465416249
2021 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,297,203
Total of all expenses incurred2021-12-31$663,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$585,288
Expenses. Certain deemed distributions of participant loans2021-12-31$7,140
Value of total corrective distributions2021-12-31$1,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$524,341
Value of total assets at end of year2021-12-31$7,387,579
Value of total assets at beginning of year2021-12-31$6,754,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,877
Total interest from all sources2021-12-31$65,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$69,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$69,486
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$385,718
Participant contributions at end of year2021-12-31$75,950
Participant contributions at beginning of year2021-12-31$172,404
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,194
Administrative expenses (other) incurred2021-12-31$45,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$633,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,387,579
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,754,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,535,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,521,274
Interest on participant loans2021-12-31$3,453
Interest earned on other investments2021-12-31$61,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,775,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,058,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$638,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$138,623
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$585,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HMM,CPAS LLP
Accountancy firm EIN2021-12-31465416249
2020 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,284,817
Total of all expenses incurred2020-12-31$2,149,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,072,031
Expenses. Certain deemed distributions of participant loans2020-12-31$6,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$586,353
Value of total assets at end of year2020-12-31$6,754,352
Value of total assets at beginning of year2020-12-31$7,619,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,873
Total interest from all sources2020-12-31$72,793
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$55,486
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$432,394
Participant contributions at end of year2020-12-31$172,404
Participant contributions at beginning of year2020-12-31$118,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,169
Administrative expenses (other) incurred2020-12-31$46,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-865,119
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,754,352
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,619,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,951
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,521,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,363,912
Interest on participant loans2020-12-31$4,521
Interest earned on other investments2020-12-31$68,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,058,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,131,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$570,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$153,959
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$3,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,072,031
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HMM, CPAS LLP
Accountancy firm EIN2020-12-31465416249
2019 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,560,227
Total income from all sources (including contributions)2019-12-31$1,560,227
Total of all expenses incurred2019-12-31$339,783
Total of all expenses incurred2019-12-31$339,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$265,773
Value of total corrective distributions2019-12-31$972
Value of total corrective distributions2019-12-31$972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$603,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$603,527
Value of total assets at end of year2019-12-31$7,619,471
Value of total assets at end of year2019-12-31$7,619,471
Value of total assets at beginning of year2019-12-31$6,399,027
Value of total assets at beginning of year2019-12-31$6,399,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,038
Total interest from all sources2019-12-31$71,662
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,965
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$75,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$75,965
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$440,553
Contributions received from participants2019-12-31$440,553
Participant contributions at end of year2019-12-31$118,861
Participant contributions at end of year2019-12-31$118,861
Participant contributions at beginning of year2019-12-31$66,172
Participant contributions at beginning of year2019-12-31$66,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$379
Administrative expenses (other) incurred2019-12-31$43,367
Administrative expenses (other) incurred2019-12-31$43,367
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
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$1,220,444
Value of net income/loss2019-12-31$1,220,444
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,619,471
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,619,471
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,399,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,399,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,671
Investment advisory and management fees2019-12-31$29,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,363,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,363,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,457,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,457,369
Interest on participant loans2019-12-31$3,564
Interest on participant loans2019-12-31$3,564
Interest earned on other investments2019-12-31$68,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,131,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,131,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,875,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,875,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$809,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$809,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$162,974
Contributions received in cash from employer2019-12-31$162,974
Employer contributions (assets) at end of year2019-12-31$3,893
Employer contributions (assets) at end of year2019-12-31$3,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$265,773
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
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 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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm name2019-12-31HMM, CPAS LLP
Accountancy firm EIN2019-12-31465416249
Accountancy firm EIN2019-12-31465416249
2018 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$505,127
Total of all expenses incurred2018-12-31$501,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$432,405
Expenses. Certain deemed distributions of participant loans2018-12-31$3,608
Value of total corrective distributions2018-12-31$3,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$606,993
Value of total assets at end of year2018-12-31$6,399,027
Value of total assets at beginning of year2018-12-31$6,395,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$61,991
Total interest from all sources2018-12-31$49,992
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$75,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$75,952
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$429,747
Participant contributions at end of year2018-12-31$66,172
Participant contributions at beginning of year2018-12-31$28,041
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$36,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$29,867
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$3,916
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,399,027
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,395,111
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
Investment advisory and management fees2018-12-31$32,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,457,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,801,439
Interest on participant loans2018-12-31$2,160
Interest earned on other investments2018-12-31$47,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,875,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,565,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-227,810
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$140,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$432,405
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,178,547
Total of all expenses incurred2017-12-31$236,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$172,159
Expenses. Certain deemed distributions of participant loans2017-12-31$5,551
Value of total corrective distributions2017-12-31$3,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$482,310
Value of total assets at end of year2017-12-31$6,395,111
Value of total assets at beginning of year2017-12-31$5,453,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,054
Total interest from all sources2017-12-31$53,142
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$58,247
Administrative expenses professional fees incurred2017-12-31$9,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$363,156
Participant contributions at end of year2017-12-31$28,041
Participant contributions at beginning of year2017-12-31$33,074
Administrative expenses (other) incurred2017-12-31$27,629
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$941,631
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,395,111
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,453,480
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
Investment advisory and management fees2017-12-31$19,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,801,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,033,474
Interest on participant loans2017-12-31$514
Interest earned on other investments2017-12-31$52,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,565,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,386,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$584,848
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$119,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$172,159
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 name2017-12-31LOEB & TROPER, LLP
Accountancy firm EIN2017-12-31131517563
2016 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$899,760
Total of all expenses incurred2016-12-31$337,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$281,888
Value of total corrective distributions2016-12-31$3,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$575,834
Value of total assets at end of year2016-12-31$5,453,480
Value of total assets at beginning of year2016-12-31$4,890,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,991
Total interest from all sources2016-12-31$47,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$50,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$50,063
Administrative expenses professional fees incurred2016-12-31$8,700
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$334,449
Participant contributions at end of year2016-12-31$33,074
Participant contributions at beginning of year2016-12-31$30,997
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$126,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$215
Administrative expenses (other) incurred2016-12-31$26,138
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$562,743
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,453,480
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,890,737
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
Investment advisory and management fees2016-12-31$17,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,033,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,961,113
Interest on participant loans2016-12-31$168
Interest earned on other investments2016-12-31$46,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,386,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,898,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$226,857
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$114,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$281,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31LOEB & TROPER, LLP
Accountancy firm EIN2016-12-31131517563
2015 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$532,758
Total of all expenses incurred2015-12-31$453,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$394,661
Expenses. Certain deemed distributions of participant loans2015-12-31$13,848
Value of total corrective distributions2015-12-31$2,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$453,787
Value of total assets at end of year2015-12-31$4,890,737
Value of total assets at beginning of year2015-12-31$4,811,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$42,597
Total interest from all sources2015-12-31$44,882
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$41,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$41,523
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$324,489
Participant contributions at end of year2015-12-31$30,997
Participant contributions at beginning of year2015-12-31$56,479
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$451
Administrative expenses (other) incurred2015-12-31$25,809
Total non interest bearing cash at beginning of year2015-12-31$4,099
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$78,783
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,890,737
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,811,954
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
Investment advisory and management fees2015-12-31$16,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,961,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,012,705
Interest on participant loans2015-12-31$899
Interest earned on other investments2015-12-31$43,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,898,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,738,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,434
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$109,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$394,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31LOEB & TROPER, LLP
Accountancy firm EIN2015-12-31131517563
2014 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$706,048
Total of all expenses incurred2014-12-31$267,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$224,337
Value of total corrective distributions2014-12-31$3,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$459,283
Value of total assets at end of year2014-12-31$4,811,954
Value of total assets at beginning of year2014-12-31$4,373,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,127
Total interest from all sources2014-12-31$43,001
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$52,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$52,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$342,511
Participant contributions at end of year2014-12-31$56,479
Participant contributions at beginning of year2014-12-31$39,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$217
Administrative expenses (other) incurred2014-12-31$24,855
Total non interest bearing cash at end of year2014-12-31$4,099
Total non interest bearing cash at beginning of year2014-12-31$3,603
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
Value of net income/loss2014-12-31$438,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,811,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,373,681
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
Investment advisory and management fees2014-12-31$15,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,012,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,744,080
Interest on participant loans2014-12-31$745
Interest earned on other investments2014-12-31$42,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,738,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,586,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$151,289
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$116,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$224,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31LOEB & TROPER, LLP
Accountancy firm EIN2014-12-31131517563
2013 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$916,611
Total of all expenses incurred2013-12-31$164,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$153,829
Expenses. Certain deemed distributions of participant loans2013-12-31$4,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$449,826
Value of total assets at end of year2013-12-31$4,373,681
Value of total assets at beginning of year2013-12-31$3,621,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,473
Total interest from all sources2013-12-31$41,465
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,860
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$330,846
Participant contributions at end of year2013-12-31$39,620
Participant contributions at beginning of year2013-12-31$53,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$309
Administrative expenses (other) incurred2013-12-31$5,473
Total non interest bearing cash at end of year2013-12-31$3,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$752,584
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,373,681
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,621,097
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$2,744,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,163,802
Interest on participant loans2013-12-31$594
Interest earned on other investments2013-12-31$40,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,586,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,403,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$400,460
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$118,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$153,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31LOEB & TROPER, LLP
Accountancy firm EIN2013-12-31131517563
2012 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$874,715
Total of all expenses incurred2012-12-31$84,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$65,243
Expenses. Certain deemed distributions of participant loans2012-12-31$19,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$650,805
Value of total assets at end of year2012-12-31$3,621,097
Value of total assets at beginning of year2012-12-31$2,830,980
Total interest from all sources2012-12-31$40,517
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$500,000
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$338,745
Participant contributions at end of year2012-12-31$53,323
Participant contributions at beginning of year2012-12-31$62,196
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$194,094
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$309
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$790,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,621,097
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,830,980
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,163,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,560,875
Interest on participant loans2012-12-31$1,574
Interest earned on other investments2012-12-31$38,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,403,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,207,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$183,393
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$117,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$65,243
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 name2012-12-31LOEB & TROPER, LLP
Accountancy firm EIN2012-12-31131517563
2011 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$449,973
Total of all expenses incurred2011-12-31$29,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,493
Expenses. Certain deemed distributions of participant loans2011-12-31$17,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$418,469
Value of total assets at end of year2011-12-31$2,830,980
Value of total assets at beginning of year2011-12-31$2,410,065
Total interest from all sources2011-12-31$36,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$301,266
Participant contributions at end of year2011-12-31$62,196
Participant contributions at beginning of year2011-12-31$81,036
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$420,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,830,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,410,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,560,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,423,420
Interest on participant loans2011-12-31$1,247
Interest earned on other investments2011-12-31$35,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,207,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$905,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$106,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB & TROPER, LLP
Accountancy firm EIN2011-12-31131517563
2010 : ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$570,492
Total of all expenses incurred2010-12-31$121,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$118,760
Expenses. Certain deemed distributions of participant loans2010-12-31$3,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$407,502
Value of total assets at end of year2010-12-31$2,410,065
Value of total assets at beginning of year2010-12-31$1,961,426
Total interest from all sources2010-12-31$28,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$263,672
Participant contributions at end of year2010-12-31$81,036
Participant contributions at beginning of year2010-12-31$18,822
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$48,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$448,639
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,410,065
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,961,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,423,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,264,624
Interest on participant loans2010-12-31$738
Interest earned on other investments2010-12-31$28,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$905,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$677,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$134,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$118,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB & TROPER, LLP
Accountancy firm EIN2010-12-31131517563
2009 : ISLAND NURSING AND REHAB CENTER 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 ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN

2022: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ISLAND NURSING AND REHAB CENTER RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ISLAND NURSING AND REHAB CENTER 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 planNo
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered197
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered197
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered212
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered212
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered210
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered210
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered219
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered217
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberFA069048
Policy instance 2
Insurance contract or identification numberFA069048
Number of Individuals Covered197
Insurance policy start date2017-06-22
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered218
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered224
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered226
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,893
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,893
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,181
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,181
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered229
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,622
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA069048
Policy instance 1
Insurance contract or identification numberFA069048
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,620
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,620
Insurance broker organization code?3
Insurance broker nameHAMILTON CAVANAUGH INVESTOR BROKERS

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