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THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 401k Plan overview

Plan NameTHE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN
Plan identification number 003

THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN Benefits

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

JEWISH HOME LIFECARE, MANHATTAN has sponsored the creation of one or more 401k plans.

Company Name:JEWISH HOME LIFECARE, MANHATTAN
Employer identification number (EIN):131624033
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about JEWISH HOME LIFECARE, MANHATTAN

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1872-12-28
Company Identification Number: 11820
Legal Registered Office Address: ATTN: ELI D. GREENBERG, ESQ.
444 MADISON AVENUE, 6TH FLOOR
NEW YORK
United States of America (USA)
10022

More information about JEWISH HOME LIFECARE, MANHATTAN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARK WEISS2023-10-10
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01
0032011-01-01
0032010-01-01
0032009-01-01

Plan Statistics for THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN

401k plan membership statisitcs for THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN

Measure Date Value
2022: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,167
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,100
Total number of active participants reported on line 7a of the Form 55002021-01-01448
Number of retired or separated participants receiving benefits2021-01-0185
Number of other retired or separated participants entitled to future benefits2021-01-01616
Total of all active and inactive participants2021-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,167
Number of participants with account balances2021-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,325
Total number of active participants reported on line 7a of the Form 55002020-01-011,363
Number of retired or separated participants receiving benefits2020-01-0172
Number of other retired or separated participants entitled to future benefits2020-01-01657
Total of all active and inactive participants2020-01-012,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-012,100
Number of participants with account balances2020-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,274
Total number of active participants reported on line 7a of the Form 55002019-01-011,499
Number of retired or separated participants receiving benefits2019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-01744
Total of all active and inactive participants2019-01-012,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,325
Number of participants with account balances2019-01-011,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,944
Total number of active participants reported on line 7a of the Form 55002018-01-011,417
Number of retired or separated participants receiving benefits2018-01-0163
Number of other retired or separated participants entitled to future benefits2018-01-01785
Total of all active and inactive participants2018-01-012,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-012,274
Number of participants with account balances2018-01-011,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,880
Total number of active participants reported on line 7a of the Form 55002017-01-011,422
Number of retired or separated participants receiving benefits2017-01-0156
Number of other retired or separated participants entitled to future benefits2017-01-01456
Total of all active and inactive participants2017-01-011,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-011,944
Number of participants with account balances2017-01-011,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,934
Total number of active participants reported on line 7a of the Form 55002016-01-011,413
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-01405
Total of all active and inactive participants2016-01-011,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,880
Number of participants with account balances2016-01-011,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,029
Total number of active participants reported on line 7a of the Form 55002015-01-011,506
Number of retired or separated participants receiving benefits2015-01-0146
Number of other retired or separated participants entitled to future benefits2015-01-01372
Total of all active and inactive participants2015-01-011,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-011,934
Number of participants with account balances2015-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,118
Total number of active participants reported on line 7a of the Form 55002014-01-011,543
Number of retired or separated participants receiving benefits2014-01-0140
Number of other retired or separated participants entitled to future benefits2014-01-01441
Total of all active and inactive participants2014-01-012,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,029
Number of participants with account balances2014-01-011,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,161
Total number of active participants reported on line 7a of the Form 55002013-01-011,597
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01521
Total of all active and inactive participants2013-01-012,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,118
Number of participants with account balances2013-01-011,642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,191
Total number of active participants reported on line 7a of the Form 55002012-01-011,647
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01514
Total of all active and inactive participants2012-01-012,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,161
Number of participants with account balances2012-01-011,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,140
Total number of active participants reported on line 7a of the Form 55002011-01-011,665
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01526
Total of all active and inactive participants2011-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,191
Number of participants with account balances2011-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,184
Total number of active participants reported on line 7a of the Form 55002010-01-011,630
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01510
Total of all active and inactive participants2010-01-012,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,140
Number of participants with account balances2010-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,907
Total number of active participants reported on line 7a of the Form 55002009-01-011,681
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01503
Total of all active and inactive participants2009-01-012,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,184
Number of participants with account balances2009-01-011,596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN

Measure Date Value
2022 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,755,883
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$76,246,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$76,055,467
Expenses. Certain deemed distributions of participant loans2022-12-31$20,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$111,101
Value of total assets at beginning of year2022-12-31$83,113,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$170,587
Total interest from all sources2022-12-31$550,088
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$341,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$341,277
Administrative expenses professional fees incurred2022-12-31$10,481
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$467,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-83,002,793
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,101
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$83,113,894
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$41,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,815,476
Interest on participant loans2022-12-31$9,981
Interest earned on other investments2022-12-31$540,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$63,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$40,830,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,647,248
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$76,055,467
Contract administrator fees2022-12-31$118,698
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,068,256
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,551,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,321,358
Expenses. Certain deemed distributions of participant loans2021-12-31$8,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$83,113,894
Value of total assets at beginning of year2021-12-31$83,596,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$221,626
Total interest from all sources2021-12-31$1,380,502
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,257,705
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$2,257,705
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Participant contributions at end of year2021-12-31$467,881
Participant contributions at beginning of year2021-12-31$590,487
Other income not declared elsewhere2021-12-31$53,701
Administrative expenses (other) incurred2021-12-31$120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-482,838
Value of net assets at end of year (total assets less liabilities)2021-12-31$83,113,894
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$83,596,732
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$62,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,815,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,705,493
Interest on participant loans2021-12-31$19,685
Interest earned on other investments2021-12-31$1,360,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$40,830,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$42,300,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,376,348
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,321,358
Contract administrator fees2021-12-31$158,780
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,385,022
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,207,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,080,651
Expenses. Certain deemed distributions of participant loans2020-12-31$32,703
Value of total corrective distributions2020-12-31$2,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,233,129
Value of total assets at end of year2020-12-31$83,596,732
Value of total assets at beginning of year2020-12-31$75,418,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,485
Total interest from all sources2020-12-31$1,537,648
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,008,874
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$2,008,874
Administrative expenses professional fees incurred2020-12-31$50,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$2,628,952
Participant contributions at end of year2020-12-31$590,487
Participant contributions at beginning of year2020-12-31$710,485
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$90,079
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$604,177
Other income not declared elsewhere2020-12-31$21,405
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$8,178,015
Value of net assets at end of year (total assets less liabilities)2020-12-31$83,596,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$75,418,717
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$30,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,705,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,256,645
Interest on participant loans2020-12-31$24,345
Interest earned on other investments2020-12-31$1,513,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$42,300,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$41,361,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,583,966
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,080,651
Contract administrator fees2020-12-31$10,659
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,256,719
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,717,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,693,495
Expenses. Certain deemed distributions of participant loans2019-12-31$11,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,789,959
Value of total assets at end of year2019-12-31$75,418,717
Value of total assets at beginning of year2019-12-31$70,879,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,993
Total interest from all sources2019-12-31$1,473,284
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,713,513
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$1,713,513
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,569,983
Participant contributions at end of year2019-12-31$710,485
Participant contributions at beginning of year2019-12-31$699,484
Participant contributions at end of year2019-12-31$90,079
Participant contributions at beginning of year2019-12-31$94,333
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$219,976
Other income not declared elsewhere2019-12-31$23,214
Administrative expenses (other) incurred2019-12-31$136
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$4,538,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$75,418,717
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,879,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,256,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,616,275
Interest on participant loans2019-12-31$26,091
Interest earned on other investments2019-12-31$1,447,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$41,361,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$42,469,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,256,749
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,693,495
Contract administrator fees2019-12-31$12,857
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,296,143
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,347,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,246,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,032,329
Value of total assets at end of year2018-12-31$70,879,925
Value of total assets at beginning of year2018-12-31$72,931,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$100,952
Total interest from all sources2018-12-31$1,500,277
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,072,274
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$2,072,274
Administrative expenses professional fees incurred2018-12-31$85,703
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$2,455,835
Participant contributions at end of year2018-12-31$699,484
Participant contributions at beginning of year2018-12-31$868,407
Participant contributions at end of year2018-12-31$94,333
Participant contributions at beginning of year2018-12-31$249,501
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$576,494
Other income not declared elsewhere2018-12-31$27,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,051,553
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,879,925
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$72,931,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,616,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,442,950
Interest on participant loans2018-12-31$30,620
Interest earned on other investments2018-12-31$1,469,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$42,469,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$42,370,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,335,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,246,744
Contract administrator fees2018-12-31$15,249
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,694,265
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,310,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,217,279
Expenses. Certain deemed distributions of participant loans2017-12-31$62,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,078,552
Value of total assets at end of year2017-12-31$72,931,478
Value of total assets at beginning of year2017-12-31$70,548,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,793
Total interest from all sources2017-12-31$1,542,052
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,285,022
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$1,285,022
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$2,513,315
Participant contributions at end of year2017-12-31$868,407
Participant contributions at beginning of year2017-12-31$1,273,349
Participant contributions at end of year2017-12-31$249,501
Participant contributions at beginning of year2017-12-31$248,059
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$565,237
Other income not declared elsewhere2017-12-31$18,877
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$2,383,454
Value of net assets at end of year (total assets less liabilities)2017-12-31$72,931,478
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,548,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,442,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,394,999
Interest on participant loans2017-12-31$32,096
Interest earned on other investments2017-12-31$1,509,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$42,370,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$42,631,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,769,762
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,217,279
Contract administrator fees2017-12-31$30,793
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,208,401
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,378,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,325,105
Expenses. Certain deemed distributions of participant loans2016-12-31$47,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,340,123
Value of total assets at end of year2016-12-31$70,548,024
Value of total assets at beginning of year2016-12-31$73,718,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,285
Total interest from all sources2016-12-31$1,619,033
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,966,862
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$1,966,862
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,242,563
Participant contributions at end of year2016-12-31$1,273,349
Participant contributions at beginning of year2016-12-31$1,399,316
Participant contributions at end of year2016-12-31$248,059
Participant contributions at beginning of year2016-12-31$351,851
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$97,560
Other income not declared elsewhere2016-12-31$10,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,170,039
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,548,024
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$73,718,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,394,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,241,472
Interest on participant loans2016-12-31$52,856
Interest earned on other investments2016-12-31$1,566,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$42,631,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$42,725,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-727,718
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,325,105
Contract administrator fees2016-12-31$6,285
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,143,021
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,357,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,223,945
Expenses. Certain deemed distributions of participant loans2015-12-31$126,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,213,316
Value of total assets at end of year2015-12-31$73,718,063
Value of total assets at beginning of year2015-12-31$75,932,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,430
Total interest from all sources2015-12-31$1,651,250
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,059,223
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$2,059,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,766,415
Participant contributions at end of year2015-12-31$1,399,316
Participant contributions at beginning of year2015-12-31$1,460,641
Participant contributions at end of year2015-12-31$351,851
Participant contributions at beginning of year2015-12-31$276,662
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$446,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,214,006
Value of net assets at end of year (total assets less liabilities)2015-12-31$73,718,063
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,932,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,241,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$29,800,182
Interest on participant loans2015-12-31$43,937
Interest earned on other investments2015-12-31$1,607,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$42,725,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$44,394,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,780,768
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,223,945
Contract administrator fees2015-12-31$6,430
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,224,537
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,744,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,623,799
Expenses. Certain deemed distributions of participant loans2014-12-31$116,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,540,154
Value of total assets at end of year2014-12-31$75,932,069
Value of total assets at beginning of year2014-12-31$76,451,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,402
Total interest from all sources2014-12-31$1,679,059
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,914,765
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$1,914,765
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,843,636
Participant contributions at end of year2014-12-31$1,460,641
Participant contributions at beginning of year2014-12-31$1,351,600
Participant contributions at end of year2014-12-31$276,662
Participant contributions at beginning of year2014-12-31$303,869
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$696,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-519,869
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,932,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,451,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$29,800,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,022,375
Interest on participant loans2014-12-31$41,884
Interest earned on other investments2014-12-31$1,637,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$44,394,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,774,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$90,559
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,623,799
Contract administrator fees2014-12-31$4,402
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,794,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,220,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,030,968
Expenses. Certain deemed distributions of participant loans2013-12-31$176,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,610,124
Value of total assets at end of year2013-12-31$76,451,938
Value of total assets at beginning of year2013-12-31$69,877,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,366
Total interest from all sources2013-12-31$1,661,910
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,079,011
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$1,079,011
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,151,041
Participant contributions at end of year2013-12-31$1,351,600
Participant contributions at beginning of year2013-12-31$1,277,556
Participant contributions at end of year2013-12-31$303,869
Participant contributions at beginning of year2013-12-31$324,480
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$459,083
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$6,574,297
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,451,938
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,877,641
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$30,022,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,798,055
Interest on participant loans2013-12-31$42,230
Interest earned on other investments2013-12-31$1,619,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,774,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,477,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,443,944
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,030,968
Contract administrator fees2013-12-31$13,366
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$9,282,670
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,975,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,878,984
Expenses. Certain deemed distributions of participant loans2012-12-31$84,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,708,048
Value of total assets at end of year2012-12-31$69,877,641
Value of total assets at beginning of year2012-12-31$64,570,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,984
Total interest from all sources2012-12-31$1,613,671
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$732,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$732,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,194,192
Participant contributions at end of year2012-12-31$1,277,556
Participant contributions at beginning of year2012-12-31$1,432,729
Participant contributions at end of year2012-12-31$324,480
Participant contributions at beginning of year2012-12-31$380,854
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$513,856
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$5,307,387
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,877,641
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,570,254
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$24,798,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,238,213
Interest on participant loans2012-12-31$38,619
Interest earned on other investments2012-12-31$1,575,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,477,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$41,518,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,228,551
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,878,984
Contract administrator fees2012-12-31$11,984
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,940,821
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,062,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,012,597
Expenses. Certain deemed distributions of participant loans2011-12-31$40,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,701,731
Value of total assets at end of year2011-12-31$64,570,254
Value of total assets at beginning of year2011-12-31$63,692,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,260
Total interest from all sources2011-12-31$1,591,421
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$497,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$497,352
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,432,272
Participant contributions at end of year2011-12-31$1,432,729
Participant contributions at beginning of year2011-12-31$1,400,475
Participant contributions at end of year2011-12-31$380,854
Participant contributions at beginning of year2011-12-31$396,868
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$269,459
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$877,894
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,570,254
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,692,360
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$21,238,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$21,502,008
Interest on participant loans2011-12-31$74,788
Interest earned on other investments2011-12-31$1,516,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$41,518,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$40,393,009
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-849,683
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,012,597
Contract administrator fees2011-12-31$10,260
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,348,302
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,601,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,575,699
Expenses. Certain deemed distributions of participant loans2010-12-31$16,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,922,436
Value of total assets at end of year2010-12-31$63,692,360
Value of total assets at beginning of year2010-12-31$57,945,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,995
Total interest from all sources2010-12-31$1,538,067
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$385,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$385,023
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,549,818
Participant contributions at end of year2010-12-31$1,400,475
Participant contributions at beginning of year2010-12-31$1,028,071
Participant contributions at end of year2010-12-31$396,868
Participant contributions at beginning of year2010-12-31$408,048
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$372,618
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$5,746,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,692,360
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,945,732
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$21,502,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,988,421
Interest on participant loans2010-12-31$63,625
Interest earned on other investments2010-12-31$1,474,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$40,393,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,521,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,502,776
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,575,699
Contract administrator fees2010-12-31$8,995
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 : THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$11,024,321
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$3,288,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$3,260,484
Expenses. Certain deemed distributions of participant loans2009-12-31$17,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$5,005,749
Value of total assets at end of year2009-12-31$57,945,732
Value of total assets at beginning of year2009-12-31$50,209,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$10,663
Total interest from all sources2009-12-31$1,518,321
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$247,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$247,431
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$5,000,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$4,616,672
Participant contributions at end of year2009-12-31$1,028,071
Participant contributions at beginning of year2009-12-31$941,069
Participant contributions at end of year2009-12-31$408,048
Participant contributions at beginning of year2009-12-31$354,918
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$389,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$7,735,884
Value of net assets at end of year (total assets less liabilities)2009-12-31$57,945,732
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$50,209,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$17,988,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$13,004,877
Interest on participant loans2009-12-31$46,563
Interest earned on other investments2009-12-31$1,471,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$38,521,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$35,908,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$4,252,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$3,260,484
Contract administrator fees2009-12-31$10,663
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31LOEB & TROPER LLP
Accountancy firm EIN2009-12-31131517563

Form 5500 Responses for THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN

2022: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
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: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
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: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
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: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
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: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
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: THE JEWISH HOME LIFECARE VOLUNTARY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368-007
Policy instance 1
Insurance contract or identification number894368-007
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368-007
Policy instance 1
Insurance contract or identification number894368-007
Number of Individuals Covered659
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368/891869
Policy instance 1
Insurance contract or identification number894368/891869
Number of Individuals Covered951
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368/891869
Policy instance 1
Insurance contract or identification number894368/891869
Number of Individuals Covered1040
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered315
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368-007
Policy instance 1
Insurance contract or identification number894368-007
Number of Individuals Covered1390
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894368-007
Policy instance 1
Insurance contract or identification number894368-007
Number of Individuals Covered1394
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+30
Policy instance 2
Insurance contract or identification number191530+30
Number of Individuals Covered324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered353
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1199
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered384
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1281
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered399
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1279
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1260
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered419
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered453
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1270
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered475
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1265
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number191530+030
Policy instance 2
Insurance contract or identification number191530+030
Number of Individuals Covered499
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number891869-007
Policy instance 1
Insurance contract or identification number891869-007
Number of Individuals Covered1178
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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