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EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EGER LUTHERAN HOMES AND SERVICES, I NC. has sponsored the creation of one or more 401k plans.

Company Name:EGER LUTHERAN HOMES AND SERVICES, I NC.
Employer identification number (EIN):135564936
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GARRY DELEEUWERK
0022017-01-01GARRY DELEEUWERK
0022016-01-01GARRY DE LEEUWERK GARRY DE LEEUWERK2017-10-13
0022015-01-01GARRY DE LEEUWERK GARRY DE LEEUWERK2016-10-17
0022014-01-01GARRY DELEEUWERK GARRY DELEEUWERK2015-10-09
0022013-01-01GARRY DELEEUWERK
0022012-01-01GARY DE LEEUWERK GARY DE LEEUWERK2013-10-11
0022011-01-01GARY DE LEEUWERK GARY DE LEEUWERK2012-10-12
0022010-01-01NATALE FALANGA NATALE FALANGA2011-10-28
0022009-01-01NATALE FALANGA
0022009-01-01NATALE FALANGA
0022009-01-01NATALE FALANGA NATALE FALANGA2010-10-15
0022009-01-01 NATALE FALANGA2010-10-15

Plan Statistics for EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01224
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01209
Number of participants with account balances2022-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-01114
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01224
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01235
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0191
Total of all active and inactive participants2020-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01229
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01131
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01230
Number of participants with account balances2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01343
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01243
Number of participants with account balances2017-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01347
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0199
Total of all active and inactive participants2016-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01343
Number of participants with account balances2016-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019
2015: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01345
Total number of active participants reported on line 7a of the Form 55002015-01-01259
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0186
Total of all active and inactive participants2015-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01347
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01261
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01345
Number of participants with account balances2014-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01332
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0183
Total of all active and inactive participants2013-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01342
Number of participants with account balances2013-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01322
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0188
Total of all active and inactive participants2012-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01332
Number of participants with account balances2012-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01328
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01322
Number of participants with account balances2011-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01320
Total number of active participants reported on line 7a of the Form 55002010-01-01233
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0193
Total of all active and inactive participants2010-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01328
Number of participants with account balances2010-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01330
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01320
Number of participants with account balances2009-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-2,051,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,440,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,341,754
Expenses. Certain deemed distributions of participant loans2022-12-31$22,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$533,795
Value of total assets at end of year2022-12-31$12,623,379
Value of total assets at beginning of year2022-12-31$16,115,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,553
Total interest from all sources2022-12-31$50,096
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$385,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$385,662
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$344,131
Participant contributions at end of year2022-12-31$172,747
Participant contributions at beginning of year2022-12-31$250,681
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,492,358
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,623,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,115,737
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,812,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,424,884
Interest on participant loans2022-12-31$9,294
Interest earned on other investments2022-12-31$40,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,637,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,440,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,021,445
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
Contributions received in cash from employer2022-12-31$189,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,341,754
Contract administrator fees2022-12-31$76,553
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2022-12-31222027092
2021 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$3,023,603
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,966,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,881,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$720,352
Value of total assets at end of year2021-12-31$16,115,737
Value of total assets at beginning of year2021-12-31$16,058,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,168
Total interest from all sources2021-12-31$13,873
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$586,087
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$586,087
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$464,446
Participant contributions at end of year2021-12-31$250,681
Participant contributions at beginning of year2021-12-31$350,869
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$57,424
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,115,737
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,058,313
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,424,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,316,355
Interest on participant loans2021-12-31$13,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,440,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,391,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,703,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$255,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,881,011
Contract administrator fees2021-12-31$85,168
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2021-12-31222027092
2020 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$3,216,226
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$591,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$508,568
Expenses. Certain deemed distributions of participant loans2020-12-31$18,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$845,912
Value of total assets at end of year2020-12-31$16,058,313
Value of total assets at beginning of year2020-12-31$13,433,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,266
Total interest from all sources2020-12-31$20,537
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$402,487
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$402,487
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$461,366
Participant contributions at end of year2020-12-31$350,869
Participant contributions at beginning of year2020-12-31$380,553
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,624,492
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,058,313
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,433,821
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,316,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,706,329
Interest on participant loans2020-12-31$20,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,391,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,346,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,947,290
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
Contributions received in cash from employer2020-12-31$384,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$508,568
Contract administrator fees2020-12-31$64,266
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2020-12-31222027092
2019 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$3,127,048
Total income from all sources (including contributions)2019-12-31$3,127,048
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$787,343
Total of all expenses incurred2019-12-31$787,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,839
Expenses. Certain deemed distributions of participant loans2019-12-31$10,590
Expenses. Certain deemed distributions of participant loans2019-12-31$10,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$845,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$845,821
Value of total assets at end of year2019-12-31$13,433,821
Value of total assets at end of year2019-12-31$13,433,821
Value of total assets at beginning of year2019-12-31$11,094,116
Value of total assets at beginning of year2019-12-31$11,094,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,914
Total interest from all sources2019-12-31$21,328
Total interest from all sources2019-12-31$21,328
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$383,045
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$383,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$383,045
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$383,045
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$462,270
Contributions received from participants2019-12-31$462,270
Participant contributions at end of year2019-12-31$380,553
Participant contributions at end of year2019-12-31$380,553
Participant contributions at beginning of year2019-12-31$395,608
Participant contributions at beginning of year2019-12-31$395,608
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,339,705
Value of net income/loss2019-12-31$2,339,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,433,821
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,433,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,094,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,094,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,706,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,706,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,450,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,450,148
Interest on participant loans2019-12-31$21,328
Interest on participant loans2019-12-31$21,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,346,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,346,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,248,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,248,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,876,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,876,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$383,551
Contributions received in cash from employer2019-12-31$383,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,839
Contract administrator fees2019-12-31$74,914
Contract administrator fees2019-12-31$74,914
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm name2019-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$495,500
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$364,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$295,099
Expenses. Certain deemed distributions of participant loans2018-12-31$8,075
Value of total corrective distributions2018-12-31$9,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$886,070
Value of total assets at end of year2018-12-31$11,094,116
Value of total assets at beginning of year2018-12-31$10,962,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,938
Total interest from all sources2018-12-31$18,002
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$438,163
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$438,163
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$486,182
Participant contributions at end of year2018-12-31$395,608
Participant contributions at beginning of year2018-12-31$389,428
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$131,328
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,094,116
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,962,788
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$8,450,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,415,130
Interest on participant loans2018-12-31$18,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,248,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,158,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-846,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$399,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$295,099
Contract administrator fees2018-12-31$51,938
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 name2018-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2018-12-31222027092
2017 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$2,529,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,726,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,706,008
Expenses. Certain deemed distributions of participant loans2017-12-31$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$922,876
Value of total assets at end of year2017-12-31$10,962,788
Value of total assets at beginning of year2017-12-31$12,159,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,654
Total interest from all sources2017-12-31$64,464
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$256,738
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$256,738
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$457,818
Participant contributions at end of year2017-12-31$389,428
Participant contributions at beginning of year2017-12-31$318,800
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,196,830
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,962,788
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,159,618
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$8,415,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,782,465
Interest on participant loans2017-12-31$21,145
Interest earned on other investments2017-12-31$43,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,158,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,058,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,285,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$394,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,706,008
Contract administrator fees2017-12-31$19,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2017-12-31222027092
2016 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$1,589,343
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,149,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,073,416
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$849,913
Value of total assets at end of year2016-12-31$12,159,618
Value of total assets at beginning of year2016-12-31$12,720,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,427
Total interest from all sources2016-12-31$63,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$470,448
Participant contributions at end of year2016-12-31$318,800
Participant contributions at beginning of year2016-12-31$387,198
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$76,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-560,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,159,618
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,720,118
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$8,782,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,450,818
Interest on participant loans2016-12-31$12,447
Interest earned on other investments2016-12-31$51,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,058,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,882,102
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$675,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$379,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,073,416
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 name2016-12-31WITHUM SMITH & BROWN, P.C.
Accountancy firm EIN2016-12-31222027092
2015 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$1,016,920
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$774,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$745,527
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$874,835
Value of total assets at end of year2015-12-31$12,720,118
Value of total assets at beginning of year2015-12-31$12,477,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,110
Total interest from all sources2015-12-31$74,085
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$479,850
Participant contributions at end of year2015-12-31$387,198
Participant contributions at beginning of year2015-12-31$361,091
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,346
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$29,110
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$242,283
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,720,118
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,477,835
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$8,450,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,994,665
Interest on participant loans2015-12-31$13,424
Interest earned on other investments2015-12-31$60,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,882,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,122,079
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$68,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$387,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$745,527
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 name2015-12-31WITHUMSMITH & BROWN, P.C.
Accountancy firm EIN2015-12-31222027092
2014 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$1,604,002
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$545,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$539,437
Expenses. Certain deemed distributions of participant loans2014-12-31$6,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$906,375
Value of total assets at end of year2014-12-31$12,477,836
Value of total assets at beginning of year2014-12-31$11,419,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$75,762
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$484,724
Participant contributions at end of year2014-12-31$361,091
Participant contributions at beginning of year2014-12-31$309,686
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,215
Other income not declared elsewhere2014-12-31$0
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$1,058,501
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,477,836
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,419,335
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$7,994,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,961,123
Interest on participant loans2014-12-31$13,304
Interest earned on other investments2014-12-31$62,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,122,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,148,526
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$621,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$409,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$539,437
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 name2014-12-31WITHUMSMITH AND BROWN, P.C.
Accountancy firm EIN2014-12-31222027092
2013 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$2,352,451
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$980,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$971,597
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$861,917
Value of total assets at end of year2013-12-31$11,419,335
Value of total assets at beginning of year2013-12-31$10,047,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,189
Total interest from all sources2013-12-31$65,817
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$448,953
Participant contributions at end of year2013-12-31$309,686
Participant contributions at beginning of year2013-12-31$211,657
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,860
Administrative expenses (other) incurred2013-12-31$9,189
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$1,371,665
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,419,335
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,047,670
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$6,961,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,171,016
Interest on participant loans2013-12-31$10,097
Interest earned on other investments2013-12-31$55,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,148,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,664,997
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$1,424,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$365,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$971,597
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 name2013-12-31WITHUM SMITH BROWN P C
Accountancy firm EIN2013-12-31222027092
2012 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$1,494,935
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,736,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,657,321
Expenses. Certain deemed distributions of participant loans2012-12-31$78,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$706,722
Value of total assets at end of year2012-12-31$10,047,670
Value of total assets at beginning of year2012-12-31$10,288,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$86,755
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$367,958
Participant contributions at end of year2012-12-31$211,657
Participant contributions at beginning of year2012-12-31$327,144
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-241,266
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,047,670
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,288,936
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$5,171,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,254,610
Interest on participant loans2012-12-31$9,444
Interest earned on other investments2012-12-31$77,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,664,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,707,182
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$701,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$338,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,657,321
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 name2012-12-31WITHUMSMITH AND BROWN PC
Accountancy firm EIN2012-12-31222027092
2011 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$865,310
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$812,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$682,225
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$820,527
Value of total assets at end of year2011-12-31$10,288,936
Value of total assets at beginning of year2011-12-31$10,236,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$130,540
Total interest from all sources2011-12-31$104,663
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$376,944
Participant contributions at end of year2011-12-31$327,144
Participant contributions at beginning of year2011-12-31$339,067
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$74,309
Other income not declared elsewhere2011-12-31$116,741
Administrative expenses (other) incurred2011-12-31$130,540
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$52,545
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,288,936
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,236,391
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$5,254,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,281,359
Interest on participant loans2011-12-31$11,041
Interest earned on other investments2011-12-31$93,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,707,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,615,965
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-176,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$369,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$682,225
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 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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$1,477,283
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$730,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$730,687
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$602,216
Value of total assets at end of year2010-12-31$10,236,391
Value of total assets at beginning of year2010-12-31$9,489,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$141,604
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$317,670
Participant contributions at end of year2010-12-31$339,067
Participant contributions at beginning of year2010-12-31$328,814
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
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$746,596
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,236,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,489,795
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$5,281,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,371,983
Interest on participant loans2010-12-31$12,850
Interest earned on other investments2010-12-31$128,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,615,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,788,998
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$733,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$284,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$730,687
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 AND TROPER, LLP
Accountancy firm EIN2010-12-31131517563
2009 : EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC.

2022: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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
2016: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF EGER LUTHERAN HOMES AND SERVICES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 1
Insurance contract or identification number894955-087
Number of Individuals Covered83
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,305
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,305
Insurance broker organization code?3
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 1
Insurance contract or identification number894955-087
Number of Individuals Covered92
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,955
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,955
Insurance broker organization code?3
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 1
Insurance contract or identification number894955-087
Number of Individuals Covered100
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,984
Insurance broker organization code?3
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 1
Insurance contract or identification number894955-087
Number of Individuals Covered105
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,734
Insurance broker organization code?3
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 1
Insurance contract or identification number894955-087
Number of Individuals Covered112
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,483
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,483
Insurance broker organization code?3
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number894955-087
Policy instance 2
Insurance contract or identification number894955-087
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,914
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,914
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,908
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3908
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered347
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $919
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees919
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered345
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,323
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1323
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered342
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $786
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees786
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameQUEENS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered332
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,106
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSUSAN JOHNSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered322
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,358
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number007826H
Policy instance 1
Insurance contract or identification number007826H
Number of Individuals Covered328
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $994
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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