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THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN
Plan identification number 001

THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN Benefits

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

401k Sponsoring company profile

ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH has sponsored the creation of one or more 401k plans.

Company Name:ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH
Employer identification number (EIN):141731786
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-12-28
Company Identification Number: 1498264
Legal Registered Office Address: PO BOX 471
Franklin
SARANAC LAKE
United States of America (USA)
129830471

More information about ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JESSICA LEVY
0012016-01-01TRISTAN GLANVILLE
0012015-01-01TRISTAN GLANVILLE
0012014-01-01MIKE LEE
0012013-01-01MIKE LEE
0012012-01-01TARA SMITH MICHAEL LEE2013-10-14
0012011-01-01TARA SMITH MADENA DUCHEMIN2012-09-27
0012010-01-01TARA SMITH MADENA DUCHEMIN2012-01-26
0012009-01-01CARRIE CARNRIGHT CARRIE CARNRIGHT2010-10-13

Plan Statistics for THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,161
Total number of active participants reported on line 7a of the Form 55002022-01-01897
Number of retired or separated participants receiving benefits2022-01-0133
Number of other retired or separated participants entitled to future benefits2022-01-01165
Total of all active and inactive participants2022-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,104
Number of participants with account balances2022-01-01966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,129
Total number of active participants reported on line 7a of the Form 55002021-01-01915
Number of retired or separated participants receiving benefits2021-01-0137
Number of other retired or separated participants entitled to future benefits2021-01-01200
Total of all active and inactive participants2021-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-011,161
Number of participants with account balances2021-01-011,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,135
Total number of active participants reported on line 7a of the Form 55002020-01-01948
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-01149
Total of all active and inactive participants2020-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,129
Number of participants with account balances2020-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,085
Total number of active participants reported on line 7a of the Form 55002019-01-01940
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01160
Total of all active and inactive participants2019-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-011,135
Number of participants with account balances2019-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,213
Total number of active participants reported on line 7a of the Form 55002018-01-01894
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01154
Total of all active and inactive participants2018-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,084
Number of participants with account balances2018-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,135
Total number of active participants reported on line 7a of the Form 55002017-01-01856
Number of retired or separated participants receiving benefits2017-01-0134
Number of other retired or separated participants entitled to future benefits2017-01-01318
Total of all active and inactive participants2017-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-011,213
Number of participants with account balances2017-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,157
Total number of active participants reported on line 7a of the Form 55002016-01-01803
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-01297
Total of all active and inactive participants2016-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,135
Number of participants with account balances2016-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,159
Total number of active participants reported on line 7a of the Form 55002015-01-01901
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-01225
Total of all active and inactive participants2015-01-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,157
Number of participants with account balances2015-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,126
Total number of active participants reported on line 7a of the Form 55002014-01-01860
Number of retired or separated participants receiving benefits2014-01-0130
Number of other retired or separated participants entitled to future benefits2014-01-01262
Total of all active and inactive participants2014-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-011,159
Number of participants with account balances2014-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,208
Total number of active participants reported on line 7a of the Form 55002013-01-01862
Number of retired or separated participants receiving benefits2013-01-0125
Number of other retired or separated participants entitled to future benefits2013-01-01231
Total of all active and inactive participants2013-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,126
Number of participants with account balances2013-01-011,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0145
2012: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,100
Total number of active participants reported on line 7a of the Form 55002012-01-01944
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01242
Total of all active and inactive participants2012-01-011,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,208
Number of participants with account balances2012-01-011,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,060
Total number of active participants reported on line 7a of the Form 55002011-01-01964
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,100
Number of participants with account balances2011-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01985
Total number of active participants reported on line 7a of the Form 55002010-01-01177
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01878
Total of all active and inactive participants2010-01-011,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-011,060
Number of participants with account balances2010-01-011,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01944
Total number of active participants reported on line 7a of the Form 55002009-01-01643
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01335
Total of all active and inactive participants2009-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01985
Number of participants with account balances2009-01-01985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,413,058
Total of all expenses incurred2022-12-31$8,243,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,181,693
Expenses. Certain deemed distributions of participant loans2022-12-31$60,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,927,268
Value of total assets at end of year2022-12-31$78,605,227
Value of total assets at beginning of year2022-12-31$97,262,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,796
Total interest from all sources2022-12-31$9,587
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$826,023
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$826,023
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$3,783,133
Participant contributions at end of year2022-12-31$445,793
Participant contributions at beginning of year2022-12-31$428,877
Assets. Other investments not covered elsewhere at end of year2022-12-31$965,799
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,258,907
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$340,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,364
Other income not declared elsewhere2022-12-31$-293,109
Administrative expenses (other) incurred2022-12-31$1,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,656,899
Value of net assets at end of year (total assets less liabilities)2022-12-31$78,605,227
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$97,262,126
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$64,888,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$82,823,695
Value of interest in pooled separate accounts at end of year2022-12-31$12,273,099
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,733,507
Interest on participant loans2022-12-31$9,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,882,827
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$1,803,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,181,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31FUSTCHARLES LLP
Accountancy firm EIN2022-12-31161226221
2021 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$17,445,612
Total of all expenses incurred2021-12-31$8,842,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,749,018
Expenses. Certain deemed distributions of participant loans2021-12-31$91,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,684,425
Value of total assets at end of year2021-12-31$97,262,126
Value of total assets at beginning of year2021-12-31$88,658,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,201
Total interest from all sources2021-12-31$8,325
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,137,384
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$1,137,384
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$3,858,676
Participant contributions at end of year2021-12-31$428,877
Participant contributions at beginning of year2021-12-31$511,053
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,258,907
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,112,701
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$109,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,670
Other income not declared elsewhere2021-12-31$146,206
Administrative expenses (other) incurred2021-12-31$1,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,603,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$97,262,126
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,658,522
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$82,823,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,839,278
Value of interest in pooled separate accounts at end of year2021-12-31$12,733,507
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,168,858
Interest on participant loans2021-12-31$8,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,229,151
Net investment gain/loss from pooled separate accounts2021-12-31$240,121
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$1,716,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,749,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,984,549
Total of all expenses incurred2020-12-31$3,940,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,576,449
Expenses. Certain deemed distributions of participant loans2020-12-31$118,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,314,731
Value of total assets at end of year2020-12-31$88,658,522
Value of total assets at beginning of year2020-12-31$74,614,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$246,066
Total interest from all sources2020-12-31$13,664
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$943,055
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$943,055
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$3,474,332
Participant contributions at end of year2020-12-31$511,053
Participant contributions at beginning of year2020-12-31$524,566
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,112,701
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$876,463
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$209,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,102
Other income not declared elsewhere2020-12-31$236,238
Administrative expenses (other) incurred2020-12-31$246,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,043,815
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,658,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,614,707
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$72,839,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,574,974
Value of interest in pooled separate accounts at end of year2020-12-31$14,168,858
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,609,797
Interest on participant loans2020-12-31$8,962
Interest earned on other investments2020-12-31$4,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,157,894
Net investment gain/loss from pooled separate accounts2020-12-31$318,967
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$1,630,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,576,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$17,738,822
Total of all expenses incurred2019-12-31$2,522,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,237,069
Expenses. Certain deemed distributions of participant loans2019-12-31$68,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,534,261
Value of total assets at end of year2019-12-31$74,614,707
Value of total assets at beginning of year2019-12-31$59,398,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$217,288
Total interest from all sources2019-12-31$317,901
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$979,298
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$979,298
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,333,255
Participant contributions at end of year2019-12-31$524,566
Participant contributions at beginning of year2019-12-31$681,951
Assets. Other investments not covered elsewhere at end of year2019-12-31$876,463
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$884,649
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$587,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,469
Other income not declared elsewhere2019-12-31$200,539
Administrative expenses (other) incurred2019-12-31$217,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,216,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,614,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,398,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,574,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,055,044
Value of interest in pooled separate accounts at end of year2019-12-31$13,609,797
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,749,558
Interest on participant loans2019-12-31$13,339
Interest earned on other investments2019-12-31$304,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,706,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,613,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,237,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
2018 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,550,096
Total of all expenses incurred2018-12-31$3,690,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,434,464
Expenses. Certain deemed distributions of participant loans2018-12-31$56,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,706,559
Value of total assets at end of year2018-12-31$59,398,578
Value of total assets at beginning of year2018-12-31$60,539,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$200,116
Total interest from all sources2018-12-31$14,828
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$860,853
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$860,853
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,059,563
Participant contributions at end of year2018-12-31$681,951
Participant contributions at beginning of year2018-12-31$737,514
Assets. Other investments not covered elsewhere at end of year2018-12-31$884,649
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$719,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$389,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$7,219
Other income not declared elsewhere2018-12-31$-39,906
Administrative expenses (other) incurred2018-12-31$200,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,140,866
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,398,578
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,539,444
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$45,055,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,172,100
Value of interest in pooled separate accounts at end of year2018-12-31$12,749,558
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,897,510
Interest on participant loans2018-12-31$14,675
Interest earned on other investments2018-12-31$153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,252,690
Net investment gain/loss from pooled separate accounts2018-12-31$260,452
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$1,257,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,434,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,639,592
Total of all expenses incurred2017-12-31$3,463,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,152,950
Expenses. Certain deemed distributions of participant loans2017-12-31$91,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,228,933
Value of total assets at end of year2017-12-31$60,539,444
Value of total assets at beginning of year2017-12-31$51,363,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$219,301
Total interest from all sources2017-12-31$235,692
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$702,693
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$702,693
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,828,569
Participant contributions at end of year2017-12-31$737,514
Participant contributions at beginning of year2017-12-31$576,085
Assets. Other investments not covered elsewhere at end of year2017-12-31$719,067
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$192,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$7,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,080
Administrative expenses (other) incurred2017-12-31$219,301
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$9,175,890
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,539,444
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,363,554
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$47,172,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,638,383
Value of interest in pooled separate accounts at end of year2017-12-31$11,897,510
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,614,746
Interest on participant loans2017-12-31$14,270
Interest earned on other investments2017-12-31$221,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$30,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$30,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,498,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,365,522
Net investment gain/loss from pooled separate accounts2017-12-31$106,752
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$1,207,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,152,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$6,572,045
Total of all expenses incurred2016-12-31$2,860,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,779,272
Expenses. Certain deemed distributions of participant loans2016-12-31$80,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,931,839
Value of total assets at end of year2016-12-31$51,363,554
Value of total assets at beginning of year2016-12-31$47,652,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$365
Total interest from all sources2016-12-31$91,407
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$594,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$594,030
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,684,705
Participant contributions at end of year2016-12-31$576,085
Participant contributions at beginning of year2016-12-31$636,284
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$596,996
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,522
Administrative expenses (other) incurred2016-12-31$365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,711,507
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,363,554
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$47,652,047
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$38,638,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,558,792
Value of interest in pooled separate accounts at end of year2016-12-31$4,614,746
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,010,471
Interest on participant loans2016-12-31$19,727
Interest earned on other investments2016-12-31$71,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$30,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,498,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,836,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,848,132
Net investment gain/loss from pooled separate accounts2016-12-31$106,637
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$1,224,026
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,779,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2016-12-31161226221
2015 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,332,321
Total of all expenses incurred2015-12-31$3,884,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,779,630
Expenses. Certain deemed distributions of participant loans2015-12-31$103,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,932,710
Value of total assets at end of year2015-12-31$47,652,047
Value of total assets at beginning of year2015-12-31$47,204,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,687
Total interest from all sources2015-12-31$120,979
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$671,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$671,744
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,532,650
Participant contributions at end of year2015-12-31$636,284
Participant contributions at beginning of year2015-12-31$620,529
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$91,623
Assets. Other investments not covered elsewhere at end of year2015-12-31$596,996
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$927,247
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$227,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,731
Other income not declared elsewhere2015-12-31$-2,356
Administrative expenses (other) incurred2015-12-31$1,687
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$447,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$47,652,047
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$47,204,199
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$34,558,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$33,549,699
Value of interest in pooled separate accounts at end of year2015-12-31$4,010,471
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,349,395
Interest on participant loans2015-12-31$21,303
Interest earned on other investments2015-12-31$99,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,836,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,615,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-469,023
Net investment gain/loss from pooled separate accounts2015-12-31$78,267
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$1,172,980
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$43,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,779,630
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2015-12-31161226221
2014 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,612,265
Total of all expenses incurred2014-12-31$2,949,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,906,314
Expenses. Certain deemed distributions of participant loans2014-12-31$42,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,038,804
Value of total assets at end of year2014-12-31$47,204,199
Value of total assets at beginning of year2014-12-31$43,541,098
Total interest from all sources2014-12-31$155,493
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$642,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$642,841
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,431,253
Participant contributions at end of year2014-12-31$620,529
Participant contributions at beginning of year2014-12-31$592,947
Participant contributions at end of year2014-12-31$91,623
Participant contributions at beginning of year2014-12-31$96,379
Assets. Other investments not covered elsewhere at end of year2014-12-31$927,247
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$795,729
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$492,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,023
Other income not declared elsewhere2014-12-31$131,517
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$3,663,101
Value of net assets at end of year (total assets less liabilities)2014-12-31$47,204,199
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$43,541,098
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$33,549,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,470,973
Value of interest in pooled separate accounts at end of year2014-12-31$3,349,395
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,662,223
Interest on participant loans2014-12-31$12,972
Interest earned on other investments2014-12-31$142,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,615,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,861,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,588,578
Net investment gain/loss from pooled separate accounts2014-12-31$55,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,115,256
Employer contributions (assets) at end of year2014-12-31$43,384
Employer contributions (assets) at beginning of year2014-12-31$45,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,906,314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2014-12-31161226221
2013 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$10,464,797
Total of all expenses incurred2013-12-31$1,985,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,893,198
Expenses. Certain deemed distributions of participant loans2013-12-31$91,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,204,045
Value of total assets at end of year2013-12-31$43,541,098
Value of total assets at beginning of year2013-12-31$35,062,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$676
Total interest from all sources2013-12-31$203,181
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$403,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$403,399
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,363,852
Participant contributions at end of year2013-12-31$592,947
Participant contributions at beginning of year2013-12-31$566,459
Participant contributions at end of year2013-12-31$96,379
Participant contributions at beginning of year2013-12-31$94,652
Assets. Other investments not covered elsewhere at end of year2013-12-31$795,729
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$610,118
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$820,329
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,818
Other income not declared elsewhere2013-12-31$168,094
Administrative expenses (other) incurred2013-12-31$676
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$8,479,084
Value of net assets at end of year (total assets less liabilities)2013-12-31$43,541,098
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,062,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,470,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,780,738
Value of interest in pooled separate accounts at end of year2013-12-31$2,662,223
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,872,743
Interest on participant loans2013-12-31$12,858
Interest earned on other investments2013-12-31$190,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,861,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,079,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,486,078
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$1,019,864
Employer contributions (assets) at end of year2013-12-31$45,558
Employer contributions (assets) at beginning of year2013-12-31$43,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,893,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2013-12-31161226221
2012 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,828,749
Total of all expenses incurred2012-12-31$1,416,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,333,186
Expenses. Certain deemed distributions of participant loans2012-12-31$82,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,767,739
Value of total assets at end of year2012-12-31$35,062,014
Value of total assets at beginning of year2012-12-31$29,649,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$609
Total interest from all sources2012-12-31$258,218
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$438,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$438,180
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,474,985
Participant contributions at end of year2012-12-31$566,459
Participant contributions at beginning of year2012-12-31$549,432
Participant contributions at end of year2012-12-31$94,652
Participant contributions at beginning of year2012-12-31$88,386
Assets. Other investments not covered elsewhere at end of year2012-12-31$610,118
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$530,031
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$159,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,292
Other income not declared elsewhere2012-12-31$63,413
Administrative expenses (other) incurred2012-12-31$609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,412,105
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,062,014
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,649,909
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$22,780,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,725,023
Value of interest in pooled separate accounts at end of year2012-12-31$1,872,743
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$12,368
Interest earned on other investments2012-12-31$245,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,079,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,685,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,273,584
Net investment gain/loss from pooled separate accounts2012-12-31$27,615
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$1,132,926
Employer contributions (assets) at end of year2012-12-31$43,251
Employer contributions (assets) at beginning of year2012-12-31$39,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,333,186
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2012-12-31161226221
2011 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$3,224,560
Total of all expenses incurred2011-12-31$1,471,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,358,708
Expenses. Certain deemed distributions of participant loans2011-12-31$111,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,294,153
Value of total assets at end of year2011-12-31$29,649,909
Value of total assets at beginning of year2011-12-31$27,897,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,358
Total interest from all sources2011-12-31$347,119
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$247,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$247,589
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$2,193,950
Participant contributions at end of year2011-12-31$549,432
Participant contributions at beginning of year2011-12-31$517,080
Participant contributions at end of year2011-12-31$88,386
Participant contributions at beginning of year2011-12-31$76,137
Assets. Other investments not covered elsewhere at end of year2011-12-31$530,031
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$445,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$99,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,775
Other income not declared elsewhere2011-12-31$-60,919
Administrative expenses (other) incurred2011-12-31$1,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,752,653
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,649,909
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,897,256
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$18,725,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,401,114
Interest on participant loans2011-12-31$18,781
Interest earned on other investments2011-12-31$326,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$62,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$62,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,685,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,387,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-603,382
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$1,001,176
Employer contributions (assets) at end of year2011-12-31$39,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,358,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2011-12-31161226221
2010 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,618,270
Total of all expenses incurred2010-12-31$739,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$652,535
Expenses. Certain deemed distributions of participant loans2010-12-31$86,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,274,493
Value of total assets at end of year2010-12-31$27,897,256
Value of total assets at beginning of year2010-12-31$23,018,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$330
Total interest from all sources2010-12-31$330,904
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$238,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$238,310
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$2,124,326
Participant contributions at end of year2010-12-31$517,080
Participant contributions at beginning of year2010-12-31$319,924
Participant contributions at end of year2010-12-31$76,137
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$445,014
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$379,272
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$330
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$4,878,470
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,897,256
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,018,786
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$17,401,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,346,745
Interest on participant loans2010-12-31$29,236
Interest earned on other investments2010-12-31$301,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$62,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,387,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,972,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,774,563
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$1,050,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$652,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2010-12-31161226221
2009 : THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN

2022: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950259
Policy instance 2
Insurance contract or identification numberL7950259
Number of Individuals Covered966
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered966
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34
Total amount of fees paid to insurance companyUSD $34
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950259
Policy instance 2
Insurance contract or identification numberL7950259
Number of Individuals Covered1021
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1021
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $97
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $97
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1078
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $57
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberL7950259
Policy instance 2
Insurance contract or identification numberL7950259
Number of Individuals Covered1078
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 2
Insurance contract or identification number32957
Number of Individuals Covered1034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1034
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $48
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 2
Insurance contract or identification number32957
Number of Individuals Covered977
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered977
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $88
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 2
Insurance contract or identification number32957
Number of Individuals Covered1064
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1064
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,567
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,567
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 2
Insurance contract or identification number32957
Number of Individuals Covered1017
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1017
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,509
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,509
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1051
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,515
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,515
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32957
Policy instance 2
Insurance contract or identification number32957
Number of Individuals Covered1051
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 2
Insurance contract or identification number29228
Number of Individuals Covered1024
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1024
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,003
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,003
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1208
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,006
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,006
Insurance broker organization code?3
Insurance broker nameHEALTHCARE COMMUNITY SECURITIES COR
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number29228
Policy instance 2
Insurance contract or identification number29228
Number of Individuals Covered1208
Insurance policy start date2012-03-27
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,620
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberL7950259
Policy instance 1
Insurance contract or identification numberL7950259
Number of Individuals Covered1060
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $31,539
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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