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THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 401k Plan overview

Plan NameTHE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN
Plan identification number 002

THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOYLESTOWN HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:DOYLESTOWN HOSPITAL
Employer identification number (EIN):231352174
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01BARBARA HEBEL
0022015-07-01ANNE BOBEK
0022015-07-01DAVID CHARTER
0022014-07-01ANNE BOBEK ANNE BOBEK2016-04-06
0022013-07-01ANNE BOBEK ANNE BOBEK2015-04-13
0022012-07-01ANNE BOBEK ANNE BOBEK2014-04-14
0022011-07-01ANNE BOBEK
0022010-07-01ANNE BOBEK
0022009-07-01ANNE BOBEK
0022009-01-01ANNE BOBEK

Plan Statistics for THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN

401k plan membership statisitcs for THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN

Measure Date Value
2016: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01662
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01524
Total number of active participants reported on line 7a of the Form 55002015-07-01475
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-01183
Total of all active and inactive participants2015-07-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01662
Number of participants with account balances2015-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-014
2014: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01486
Total number of active participants reported on line 7a of the Form 55002014-07-01503
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01524
Number of participants with account balances2014-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01625
Total number of active participants reported on line 7a of the Form 55002013-07-01537
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0124
Total of all active and inactive participants2013-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01561
Number of participants with account balances2013-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-018
2012: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01735
Total number of active participants reported on line 7a of the Form 55002012-07-01541
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0122
Total of all active and inactive participants2012-07-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01563
Number of participants with account balances2012-07-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01572
Total number of active participants reported on line 7a of the Form 55002011-07-01421
Number of retired or separated participants receiving benefits2011-07-014
Number of other retired or separated participants entitled to future benefits2011-07-01402
Total of all active and inactive participants2011-07-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01832
Number of participants with account balances2011-07-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-016
2010: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01443
Total number of active participants reported on line 7a of the Form 55002010-07-01414
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01155
Total of all active and inactive participants2010-07-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01571
Number of participants with account balances2010-07-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-012
2009: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01263
Total number of active participants reported on line 7a of the Form 55002009-07-01424
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0119
Total of all active and inactive participants2009-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01443
Number of participants with account balances2009-07-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Total participants, beginning-of-year2009-01-01263
Total number of active participants reported on line 7a of the Form 55002009-01-01424
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01443
Number of participants with account balances2009-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN

Measure Date Value
2016 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$4,975,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$930,203
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$554,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$525,929
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$639,337
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$4,599,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,591
Total interest from all sources2016-12-31$3,224
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$134,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$134,061
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$434,290
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$53,635
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96,152
Other income not declared elsewhere2016-12-31$12,489
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$375,683
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,599,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,474,753
Interest on participant loans2016-12-31$3,224
Interest earned on other investments2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$23,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$141,092
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$108,895
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$48,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$525,929
Contract administrator fees2016-12-31$12,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 PBGC2016-12-31Yes
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$223,035
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$181,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$178,720
Expenses. Certain deemed distributions of participant loans2015-12-31$2,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$383,848
Value of total assets at end of year2015-12-31$4,609,201
Value of total assets at beginning of year2015-12-31$4,567,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$213
Total interest from all sources2015-12-31$781
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$132,101
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$132,101
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$219,627
Participant contributions at end of year2015-12-31$53,635
Participant contributions at beginning of year2015-12-31$38,748
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,546
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$4,453,428
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$41,734
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,609,201
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,567,467
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$4,474,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$856
Interest earned on other investments2015-12-31$-75
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$23,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-293,695
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$68,675
Employer contributions (assets) at end of year2015-12-31$57,389
Employer contributions (assets) at beginning of year2015-12-31$75,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$178,720
Contract administrator fees2015-12-31$213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Expenses. Interest paid2015-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-06-30$0
Total income from all sources (including contributions)2015-06-30$672,482
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$474,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$450,497
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$496,156
Value of total assets at end of year2015-06-30$4,567,467
Value of total assets at beginning of year2015-06-30$4,369,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$24,252
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$1,355
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$182,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$182,442
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$392,811
Participant contributions at end of year2015-06-30$38,748
Participant contributions at beginning of year2015-06-30$25,437
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$13,956
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$27,723
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$9
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Total non interest bearing cash at end of year2015-06-30$4,453,428
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$197,733
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,567,467
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,369,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,254,783
Interest on participant loans2015-06-30$1,355
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$0
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$5,883
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-7,480
Net investment gain/loss from pooled separate accounts2015-06-30$0
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$75,622
Employer contributions (assets) at end of year2015-06-30$75,291
Employer contributions (assets) at beginning of year2015-06-30$69,675
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$450,497
Contract administrator fees2015-06-30$24,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANT THORNTON LLP
Accountancy firm EIN2015-06-30366055558
2014 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,084,855
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$493,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$477,334
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$502,909
Value of total assets at end of year2014-06-30$4,369,734
Value of total assets at beginning of year2014-06-30$3,778,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$16,471
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$1,031
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$99,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$99,768
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$329,732
Participant contributions at end of year2014-06-30$25,437
Participant contributions at beginning of year2014-06-30$15,703
Participant contributions at end of year2014-06-30$13,956
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$103,759
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$998
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$591,050
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,369,734
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,778,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,254,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,629,202
Interest on participant loans2014-06-30$964
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$67
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$5,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,175
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$480,149
Net investment gain/loss from pooled separate accounts2014-06-30$0
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$69,418
Employer contributions (assets) at end of year2014-06-30$69,675
Employer contributions (assets) at beginning of year2014-06-30$129,604
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$477,334
Contract administrator fees2014-06-30$16,471
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANT THORNTON LLP
Accountancy firm EIN2014-06-30366055558
2013 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$811,671
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$449,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$426,984
Expenses. Certain deemed distributions of participant loans2013-06-30$152
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$452,323
Value of total assets at end of year2013-06-30$3,778,684
Value of total assets at beginning of year2013-06-30$3,416,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$22,394
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$567
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$82,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$82,391
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$317,253
Participant contributions at end of year2013-06-30$15,703
Participant contributions at beginning of year2013-06-30$6,062
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,466
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$1,581
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$362,141
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,778,684
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,416,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$3,629,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,468,880
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$31,367
Interest on participant loans2013-06-30$532
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$35
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$863,986
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$274,252
Net investment gain/loss from pooled separate accounts2013-06-30$-603
Net investment gain or loss from common/collective trusts2013-06-30$1,160
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$129,604
Employer contributions (assets) at end of year2013-06-30$129,604
Employer contributions (assets) at beginning of year2013-06-30$46,248
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$426,984
Contract administrator fees2013-06-30$22,394
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRANT THORNTON LLP
Accountancy firm EIN2013-06-30366055558
2012 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$267,185
Total of all expenses incurred2012-06-30$756,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$746,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$210,787
Value of total assets at end of year2012-06-30$3,416,543
Value of total assets at beginning of year2012-06-30$3,906,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$10,271
Total interest from all sources2012-06-30$32,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$260,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$162,301
Participant contributions at end of year2012-06-30$6,062
Participant contributions at beginning of year2012-06-30$5,901
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$2,238
Administrative expenses (other) incurred2012-06-30$10,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-489,715
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,416,543
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,906,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,468,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,733,436
Value of interest in pooled separate accounts at end of year2012-06-30$31,367
Value of interest in pooled separate accounts at beginning of year2012-06-30$24,033
Interest on participant loans2012-06-30$119
Interest earned on other investments2012-06-30$31,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$863,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,042,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$23,442
Net investment gain/loss from pooled separate accounts2012-06-30$873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$46,248
Employer contributions (assets) at end of year2012-06-30$46,248
Employer contributions (assets) at beginning of year2012-06-30$100,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$746,629
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GRANT THORNTON LLP
Accountancy firm EIN2012-06-30366055558
2011 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$837,622
Total of all expenses incurred2011-06-30$632,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$625,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$282,594
Value of total assets at end of year2011-06-30$3,906,258
Value of total assets at beginning of year2011-06-30$3,700,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,006
Total interest from all sources2011-06-30$14,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$260,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$157,853
Participant contributions at end of year2011-06-30$5,901
Participant contributions at beginning of year2011-06-30$5,803
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$24,620
Other income not declared elsewhere2011-06-30$33,378
Administrative expenses (other) incurred2011-06-30$7,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$205,603
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,906,258
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,700,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,733,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,578,505
Value of interest in pooled separate accounts at end of year2011-06-30$24,033
Value of interest in pooled separate accounts at beginning of year2011-06-30$34,028
Interest on participant loans2011-06-30$167
Interest earned on other investments2011-06-30$14,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,042,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$289,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$506,088
Net investment gain/loss from pooled separate accounts2011-06-30$848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$100,121
Employer contributions (assets) at end of year2011-06-30$100,121
Employer contributions (assets) at beginning of year2011-06-30$793,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$625,013
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GRANT THORNTON LLP
Accountancy firm EIN2011-06-30366055558
2010 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
2009 : THE PINE RUN COMMUNITY ASSOCIATES 403(B) 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 PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN

2016: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
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: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE PINE RUN COMMUNITY ASSOCIATES 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894092-007
Policy instance 1
Insurance contract or identification number894092-007
Number of Individuals Covered5
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered561
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered563
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 numberFA068826
Policy instance 1
Insurance contract or identification numberFA068826
Number of Individuals Covered528
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $11,210
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 numberFA068826
Policy instance 1
Insurance contract or identification numberFA068826
Number of Individuals Covered764
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,777
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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