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VANCREST HEALTH CARE CENTER 401(K) PLAN 401k Plan overview

Plan NameVANCREST HEALTH CARE CENTER 401(K) PLAN
Plan identification number 001

VANCREST HEALTH CARE CENTER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VANCREST MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:VANCREST MANAGEMENT CORP.
Employer identification number (EIN):200008018
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANCREST HEALTH CARE CENTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK MCCLEERY2023-10-09 MARK MCCLEERY2023-10-09
0012021-01-01MARK MCCLEERY2022-10-12 MARK MCCLEERY2022-10-12
0012020-01-01MARK MCCLEERY2021-10-11 MARK MCCLEERY2021-10-11
0012019-01-01MARK MCCLEERY2020-10-14 MARK MCCLEERY2020-10-14
0012018-01-01MARK MCCLEERY2019-10-11 MARK MCCLEERY2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01

Plan Statistics for VANCREST HEALTH CARE CENTER 401(K) PLAN

401k plan membership statisitcs for VANCREST HEALTH CARE CENTER 401(K) PLAN

Measure Date Value
2022: VANCREST HEALTH CARE CENTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,411
Total number of active participants reported on line 7a of the Form 55002022-01-011,199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01472
Total of all active and inactive participants2022-01-011,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,671
Number of participants with account balances2022-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01282
2021: VANCREST HEALTH CARE CENTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,396
Total number of active participants reported on line 7a of the Form 55002021-01-011,205
Number of other retired or separated participants entitled to future benefits2021-01-01206
Total of all active and inactive participants2021-01-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,411
Number of participants with account balances2021-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01121
2020: VANCREST HEALTH CARE CENTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,497
Total number of active participants reported on line 7a of the Form 55002020-01-011,276
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,396
Number of participants with account balances2020-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0196
2019: VANCREST HEALTH CARE CENTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01965
Total number of active participants reported on line 7a of the Form 55002019-01-011,369
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-011,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,497
Number of participants with account balances2019-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: VANCREST HEALTH CARE CENTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01972
Total number of active participants reported on line 7a of the Form 55002018-01-01921
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01965
Number of participants with account balances2018-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: VANCREST HEALTH CARE CENTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01946
Total number of active participants reported on line 7a of the Form 55002017-01-01932
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01972
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: VANCREST HEALTH CARE CENTER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01964
Total number of active participants reported on line 7a of the Form 55002016-01-01896
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01946
Total participants2016-01-01946
Number of participants with account balances2016-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: VANCREST HEALTH CARE CENTER 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01918
Total number of active participants reported on line 7a of the Form 55002015-01-01930
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01964
Total participants2015-01-01964
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013

Financial Data on VANCREST HEALTH CARE CENTER 401(K) PLAN

Measure Date Value
2022 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,172
Total income from all sources (including contributions)2022-12-31$-1,094,552
Total of all expenses incurred2022-12-31$633,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$560,346
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,619,215
Value of total assets at end of year2022-12-31$14,013,351
Value of total assets at beginning of year2022-12-31$15,758,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,658
Total interest from all sources2022-12-31$3,827
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$247,926
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$247,926
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$1,295,606
Participant contributions at end of year2022-12-31$101,050
Participant contributions at beginning of year2022-12-31$90,007
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$109,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$33,172
Other income not declared elsewhere2022-12-31$6,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,727,556
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,997,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,725,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,780,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,773,104
Interest on participant loans2022-12-31$3,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$915,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$716,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,972,210
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$214,356
Employer contributions (assets) at end of year2022-12-31$215,927
Employer contributions (assets) at beginning of year2022-12-31$179,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$560,346
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 name2022-12-31HW&CO.
Accountancy firm EIN2022-12-31341663157
2021 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$25,597
Total income from all sources (including contributions)2021-12-31$3,429,712
Total of all expenses incurred2021-12-31$1,399,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,317,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,325,654
Value of total assets at end of year2021-12-31$15,758,638
Value of total assets at beginning of year2021-12-31$13,720,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,661
Total interest from all sources2021-12-31$5,401
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$239,372
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$239,372
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,122,278
Participant contributions at end of year2021-12-31$90,007
Participant contributions at beginning of year2021-12-31$125,807
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$33,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,597
Other income not declared elsewhere2021-12-31$5,899
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$2,030,227
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,725,466
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,695,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$81,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,773,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,567,510
Interest on participant loans2021-12-31$5,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$716,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$859,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,853,386
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$175,841
Employer contributions (assets) at end of year2021-12-31$179,492
Employer contributions (assets) at beginning of year2021-12-31$167,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,317,824
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 name2021-12-31HW&CO.
Accountancy firm EIN2021-12-31341663157
2020 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,315
Total income from all sources (including contributions)2020-12-31$3,468,668
Total of all expenses incurred2020-12-31$1,429,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,359,759
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,303,639
Value of total assets at end of year2020-12-31$13,720,836
Value of total assets at beginning of year2020-12-31$11,679,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,932
Total interest from all sources2020-12-31$8,781
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$216,427
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$216,427
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,050,365
Participant contributions at end of year2020-12-31$125,807
Participant contributions at beginning of year2020-12-31$186,895
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$90,529
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$23,315
Other income not declared elsewhere2020-12-31$6,632
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$2,038,977
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,695,239
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,656,262
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$12,567,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,607,571
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$859,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$741,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,933,189
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$162,745
Employer contributions (assets) at end of year2020-12-31$167,973
Employer contributions (assets) at beginning of year2020-12-31$143,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,359,759
Contract administrator fees2020-12-31$69,932
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HW&CO.
Accountancy firm EIN2020-12-31341663157
2019 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$26,198
Total income from all sources (including contributions)2019-12-31$3,276,942
Total income from all sources (including contributions)2019-12-31$3,276,942
Total of all expenses incurred2019-12-31$1,160,147
Total of all expenses incurred2019-12-31$1,160,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,082,332
Expenses. Certain deemed distributions of participant loans2019-12-31$6,000
Expenses. Certain deemed distributions of participant loans2019-12-31$6,000
Value of total corrective distributions2019-12-31$23,315
Value of total corrective distributions2019-12-31$23,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,136,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,136,128
Value of total assets at end of year2019-12-31$11,679,576
Value of total assets at beginning of year2019-12-31$9,565,664
Value of total assets at beginning of year2019-12-31$9,565,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,500
Total interest from all sources2019-12-31$9,229
Total interest from all sources2019-12-31$9,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$988,507
Contributions received from participants2019-12-31$988,507
Participant contributions at end of year2019-12-31$186,895
Participant contributions at beginning of year2019-12-31$193,994
Participant contributions at beginning of year2019-12-31$193,994
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,954
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$23,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$26,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,116,795
Value of net income/loss2019-12-31$2,116,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,656,261
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,656,261
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,539,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,607,570
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,737,740
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,737,740
Interest on participant loans2019-12-31$9,229
Interest on participant loans2019-12-31$9,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$741,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$741,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506,084
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$143,667
Contributions received in cash from employer2019-12-31$143,667
Employer contributions (assets) at end of year2019-12-31$143,667
Employer contributions (assets) at beginning of year2019-12-31$127,846
Employer contributions (assets) at beginning of year2019-12-31$127,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,082,332
Contract administrator fees2019-12-31$48,500
Contract administrator fees2019-12-31$48,500
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HW&CO.
Accountancy firm name2019-12-31HW&CO.
Accountancy firm EIN2019-12-31341663157
Accountancy firm EIN2019-12-31341663157
2018 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$26,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,083
Total income from all sources (including contributions)2018-12-31$246,589
Total of all expenses incurred2018-12-31$624,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$560,050
Value of total corrective distributions2018-12-31$48,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$985,364
Value of total assets at end of year2018-12-31$9,565,664
Value of total assets at beginning of year2018-12-31$9,966,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,852
Total interest from all sources2018-12-31$9,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$816,438
Participant contributions at end of year2018-12-31$193,994
Participant contributions at beginning of year2018-12-31$205,702
Participant contributions at beginning of year2018-12-31$12,012
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$26,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$49,083
Other income not declared elsewhere2018-12-31$3,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-378,272
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,539,466
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,917,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,737,740
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,278,359
Interest on participant loans2018-12-31$9,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$506,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$366,424
Net investment gain/loss from pooled separate accounts2018-12-31$-750,960
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$121,902
Employer contributions (assets) at end of year2018-12-31$127,846
Employer contributions (assets) at beginning of year2018-12-31$104,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$560,050
Contract administrator fees2018-12-31$15,852
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 name2018-12-31HW&CO.
Accountancy firm EIN2018-12-31341663157
2017 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,797
Total income from all sources (including contributions)2017-12-31$2,487,866
Total of all expenses incurred2017-12-31$478,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$428,791
Value of total corrective distributions2017-12-31$35,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,105,447
Value of total assets at end of year2017-12-31$9,966,821
Value of total assets at beginning of year2017-12-31$7,943,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,930
Total interest from all sources2017-12-31$7,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$638,171
Participant contributions at end of year2017-12-31$205,702
Participant contributions at beginning of year2017-12-31$167,242
Participant contributions at end of year2017-12-31$12,012
Participant contributions at beginning of year2017-12-31$10,238
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$372,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$49,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$35,797
Other income not declared elsewhere2017-12-31$2,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,009,719
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,917,738
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,908,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,278,359
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,368,162
Interest on participant loans2017-12-31$7,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$366,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$309,677
Net investment gain/loss from pooled separate accounts2017-12-31$1,372,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$94,449
Employer contributions (assets) at end of year2017-12-31$104,324
Employer contributions (assets) at beginning of year2017-12-31$88,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$428,791
Contract administrator fees2017-12-31$13,930
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 name2017-12-31HW&CO.
Accountancy firm EIN2017-12-31341663157
2016 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,998
Total income from all sources (including contributions)2016-12-31$1,179,565
Total of all expenses incurred2016-12-31$479,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$467,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$611,767
Value of total assets at end of year2016-12-31$7,943,816
Value of total assets at beginning of year2016-12-31$7,237,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,657
Total interest from all sources2016-12-31$6,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$503,644
Participant contributions at end of year2016-12-31$167,242
Participant contributions at beginning of year2016-12-31$180,620
Participant contributions at end of year2016-12-31$10,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$35,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$29,998
Other income not declared elsewhere2016-12-31$2,199
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$700,123
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,908,019
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,207,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,368,162
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,692,720
Interest on participant loans2016-12-31$6,752
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$309,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$280,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$558,847
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$89,483
Employer contributions (assets) at end of year2016-12-31$88,497
Employer contributions (assets) at beginning of year2016-12-31$84,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$467,785
Contract administrator fees2016-12-31$11,657
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 name2016-12-31HW&CO.
Accountancy firm EIN2016-12-31341663157
2015 : VANCREST HEALTH CARE CENTER 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,031
Total income from all sources (including contributions)2015-12-31$435,867
Total of all expenses incurred2015-12-31$565,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$541,449
Expenses. Certain deemed distributions of participant loans2015-12-31$11,915
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$541,799
Value of total assets at end of year2015-12-31$7,237,894
Value of total assets at beginning of year2015-12-31$7,378,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,160
Total interest from all sources2015-12-31$6,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$457,597
Participant contributions at end of year2015-12-31$180,620
Participant contributions at beginning of year2015-12-31$168,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$29,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,031
Other income not declared elsewhere2015-12-31$2,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-129,657
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,207,896
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,337,553
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$6,692,720
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,815,240
Interest on participant loans2015-12-31$6,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$280,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$314,007
Net investment gain/loss from pooled separate accounts2015-12-31$-114,312
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$84,202
Employer contributions (assets) at end of year2015-12-31$84,202
Employer contributions (assets) at beginning of year2015-12-31$80,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$541,449
Contract administrator fees2015-12-31$12,160
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 name2015-12-31HW&CO.
Accountancy firm EIN2015-12-31341663157

Form 5500 Responses for VANCREST HEALTH CARE CENTER 401(K) PLAN

2022: VANCREST HEALTH CARE CENTER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: VANCREST HEALTH CARE CENTER 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513353
Policy instance 1
Insurance contract or identification number513353
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,958
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,958
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513353
Policy instance 1
Insurance contract or identification number513353
Number of Individuals Covered858
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,306
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $7,306
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513353
Policy instance 1
Insurance contract or identification number513353
Number of Individuals Covered705
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,877
Amount paid for insurance broker fees5877
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342436-000
Policy instance 1
Insurance contract or identification number342436-000
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $815
Amount paid for insurance broker fees815
Additional information about fees paid to insurance brokerPLAN FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number513353
Policy instance 2
Insurance contract or identification number513353
Number of Individuals Covered584
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,368
Amount paid for insurance broker fees4368
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342436-000
Policy instance 1
Insurance contract or identification number342436-000
Number of Individuals Covered364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,207
Total amount of fees paid to insurance companyUSD $4,983
Commission paid to Insurance BrokerUSD $26,207
Insurance broker organization code?3
Amount paid for insurance broker fees4983
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342436-000
Policy instance 1
Insurance contract or identification number342436-000
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,512
Total amount of fees paid to insurance companyUSD $4,382
Commission paid to Insurance BrokerUSD $30,512
Insurance broker organization code?3
Amount paid for insurance broker fees4382
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342436-000
Policy instance 1
Insurance contract or identification number342436-000
Number of Individuals Covered964
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,929
Total amount of fees paid to insurance companyUSD $3,519

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