401k Plan data: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA plan

THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 401k Plan overview

Plan Name	THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA
Plan identification number	002

THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA Benefits

401k Plan Type

Defined 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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE SISTERS SERVANTS has sponsored the creation of one or more 401k plans.

Company Name: THE SISTERS SERVANTS

Employer identification number (EIN): 231352569

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01 S.JOHN CHRISTI D'ALESSANDRO 2021-04-15 S. JOHN CHRISTI D'ALESSANDRO 2021-04-15
002 2018-07-01 SR. JOHN CHRISTI D'ALESSANDRO 2020-03-12
002 2017-07-01 SR. JOHN CHRISTI D'ALESSANDRO 2019-04-03
002 2016-07-01 SR. JOHN CHRISTI DALESSANDRO SR. JOHN CHRISTI DALESSANDRO 2018-02-16
002 2015-07-01 SR. JOHN CHRISTI DALESSANDRO SR.JOHN CHRISTI DALESSANDRO 2017-02-03
002 2014-07-01 SR. JOHN CHRISTI DALESSANDRO SR. JOHN CHRISTI DALESSANDRO 2016-04-14
002 2013-07-01 SISTER ANNE BURROWS
002 2011-07-01 SISTER DORIS M. KANE SISTER DORIS M. KANE 2013-04-15
002 2009-12-01 SR. MARY ELLEN TENNITY
002 2009-12-01 LISA MCDONALD
002 2009-07-01 SISTER DORIS M. KANE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01	S.JOHN CHRISTI D'ALESSANDRO	2021-04-15	S. JOHN CHRISTI D'ALESSANDRO	2021-04-15
002	2018-07-01	SR. JOHN CHRISTI D'ALESSANDRO	2020-03-12
002	2017-07-01	SR. JOHN CHRISTI D'ALESSANDRO	2019-04-03
002	2016-07-01	SR. JOHN CHRISTI DALESSANDRO		SR. JOHN CHRISTI DALESSANDRO	2018-02-16
002	2015-07-01	SR. JOHN CHRISTI DALESSANDRO		SR.JOHN CHRISTI DALESSANDRO	2017-02-03
002	2014-07-01	SR. JOHN CHRISTI DALESSANDRO		SR. JOHN CHRISTI DALESSANDRO	2016-04-14
002	2013-07-01	SISTER ANNE BURROWS
002	2011-07-01	SISTER DORIS M. KANE		SISTER DORIS M. KANE	2013-04-15
002	2009-12-01	SR. MARY ELLEN TENNITY
002	2009-12-01	LISA MCDONALD
002	2009-07-01	SISTER DORIS M. KANE

Plan Statistics for THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA

401k plan membership statisitcs for THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA

Measure Date Value
2016: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2016 401k membership
Total participants, beginning-of-year 2016-07-01 61
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 69
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 8
Total of all active and inactive participants 2016-07-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 77
Number of participants with account balances 2016-07-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2015 401k membership
Total participants, beginning-of-year 2015-07-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 53
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 7
Total of all active and inactive participants 2015-07-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 60
Number of participants with account balances 2015-07-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2014 401k membership
Total participants, beginning-of-year 2014-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 53
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 8
Total of all active and inactive participants 2014-07-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 61
Number of participants with account balances 2014-07-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2013 401k membership
Total participants, beginning-of-year 2013-07-01 67
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 59
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 6
Total of all active and inactive participants 2013-07-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 65
Number of participants with account balances 2013-07-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2011: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2011 401k membership
Total participants, beginning-of-year 2011-07-01 68
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 60
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 6
Total of all active and inactive participants 2011-07-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 66
Number of participants with account balances 2011-07-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2009 401k membership
Total participants, beginning-of-year 2009-12-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 38
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 38
Number of participants with account balances 2009-12-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 0
Total participants, beginning-of-year 2009-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 98
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 16
Total of all active and inactive participants 2009-07-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 114
Number of participants with account balances 2009-07-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 13

Measure	Date	Value
2016: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2016 401k membership
Total participants, beginning-of-year	2016-07-01	61
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	69
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	8
Total of all active and inactive participants	2016-07-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	77
Number of participants with account balances	2016-07-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2015 401k membership
Total participants, beginning-of-year	2015-07-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	53
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	7
Total of all active and inactive participants	2015-07-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	60
Number of participants with account balances	2015-07-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2014 401k membership
Total participants, beginning-of-year	2014-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	53
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	8
Total of all active and inactive participants	2014-07-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	61
Number of participants with account balances	2014-07-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2013 401k membership
Total participants, beginning-of-year	2013-07-01	67
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	59
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	6
Total of all active and inactive participants	2013-07-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	65
Number of participants with account balances	2013-07-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2011: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2011 401k membership
Total participants, beginning-of-year	2011-07-01	68
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	60
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	6
Total of all active and inactive participants	2011-07-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	66
Number of participants with account balances	2011-07-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2009 401k membership
Total participants, beginning-of-year	2009-12-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	38
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	38
Number of participants with account balances	2009-12-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	0
Total participants, beginning-of-year	2009-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	98
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	16
Total of all active and inactive participants	2009-07-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	114
Number of participants with account balances	2009-07-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	13

Financial Data on THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA

Measure	Date	Value
2017 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2017 401k financial data
Total income from all sources	2017-06-30	$240,077
Expenses. Total of all expenses incurred	2017-06-30	$30,367
Benefits paid (including direct rollovers)	2017-06-30	$24,023
Total plan assets at end of year	2017-06-30	$1,377,639
Total plan assets at beginning of year	2017-06-30	$1,167,929
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Total contributions received or receivable from participants	2017-06-30	$128,388
Expenses. Other expenses not covered elsewhere	2017-06-30	$0
Contributions received from other sources (not participants or employers)	2017-06-30	$0
Other income received	2017-06-30	$111,689
Net income (gross income less expenses)	2017-06-30	$209,710
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$1,377,639
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$1,167,929
Assets. Value of participant loans	2017-06-30	$17,277
Total contributions received or receivable from employer(s)	2017-06-30	$0
Value of certain deemed distributions of participant loans	2017-06-30	$0
Value of corrective distributions	2017-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$6,344
2016 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2016 401k financial data
Total income from all sources	2016-06-30	$120,079
Expenses. Total of all expenses incurred	2016-06-30	$50,932
Benefits paid (including direct rollovers)	2016-06-30	$45,047
Total plan assets at end of year	2016-06-30	$1,167,929
Total plan assets at beginning of year	2016-06-30	$1,098,782
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Total contributions received or receivable from participants	2016-06-30	$109,214
Expenses. Other expenses not covered elsewhere	2016-06-30	$0
Contributions received from other sources (not participants or employers)	2016-06-30	$10,280
Other income received	2016-06-30	$585
Net income (gross income less expenses)	2016-06-30	$69,147
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$1,167,929
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$1,098,782
Assets. Value of participant loans	2016-06-30	$4,526
Total contributions received or receivable from employer(s)	2016-06-30	$0
Value of certain deemed distributions of participant loans	2016-06-30	$0
Value of corrective distributions	2016-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$5,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$0
Amount contributed by the employer to the plan for this plan year	2016-06-30	$0
2015 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2015 401k financial data
Total income from all sources	2015-06-30	$122,215
Expenses. Total of all expenses incurred	2015-06-30	$224,699
Benefits paid (including direct rollovers)	2015-06-30	$219,034
Total plan assets at end of year	2015-06-30	$1,098,782
Total plan assets at beginning of year	2015-06-30	$1,201,266
Value of fidelity bond covering the plan	2015-06-30	$500,000
Total contributions received or receivable from participants	2015-06-30	$103,981
Expenses. Other expenses not covered elsewhere	2015-06-30	$0
Contributions received from other sources (not participants or employers)	2015-06-30	$0
Other income received	2015-06-30	$18,234
Net income (gross income less expenses)	2015-06-30	$-102,484
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$1,098,782
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$1,201,266
Assets. Value of participant loans	2015-06-30	$9,943
Total contributions received or receivable from employer(s)	2015-06-30	$0
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$5,665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2014 401k financial data
Total income from all sources	2014-06-30	$213,766
Expenses. Total of all expenses incurred	2014-06-30	$158,933
Benefits paid (including direct rollovers)	2014-06-30	$152,841
Total plan assets at end of year	2014-06-30	$1,201,266
Total plan assets at beginning of year	2014-06-30	$1,146,433
Value of fidelity bond covering the plan	2014-06-30	$500,000
Total contributions received or receivable from participants	2014-06-30	$103,096
Expenses. Other expenses not covered elsewhere	2014-06-30	$0
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$110,670
Net income (gross income less expenses)	2014-06-30	$54,833
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$1,201,266
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,146,433
Assets. Value of participant loans	2014-06-30	$12,052
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-06-30	$3,078
Total contributions received or receivable from employer(s)	2014-06-30	$0
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$6,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2012 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2012 401k financial data
Total income from all sources	2012-06-30	$150,749
Expenses. Total of all expenses incurred	2012-06-30	$13,248
Benefits paid (including direct rollovers)	2012-06-30	$8,352
Total plan assets at end of year	2012-06-30	$980,082
Total plan assets at beginning of year	2012-06-30	$842,581
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Total contributions received or receivable from participants	2012-06-30	$110,303
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$28,966
Other income received	2012-06-30	$11,480
Net income (gross income less expenses)	2012-06-30	$137,501
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$980,082
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$842,581
Assets. Value of participant loans	2012-06-30	$4,411
Total contributions received or receivable from employer(s)	2012-06-30	$0
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$4,896
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2011 401k financial data
Total income from all sources	2011-06-30	$209,158
Expenses. Total of all expenses incurred	2011-06-30	$223,469
Benefits paid (including direct rollovers)	2011-06-30	$218,664
Total plan assets at end of year	2011-06-30	$842,581
Total plan assets at beginning of year	2011-06-30	$856,892
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$119,224
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$89,934
Net income (gross income less expenses)	2011-06-30	$-14,311
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$842,581
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$856,892
Assets. Value of participant loans	2011-06-30	$7,461
Total contributions received or receivable from employer(s)	2011-06-30	$0
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$4,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA

2016: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2011: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE SISTERS SERVANTS OF THE IMMACULATE HEART OF MA 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	First time form 5500 has been submitted	Yes
2009-12-01	Submission has been amended	Yes
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60283

Policy instance

Insurance contract or identification number	MR 60283
Number of Individuals Covered	60
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $1,042
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $902
Insurance broker organization code?	3
Insurance broker name	HARRIS S FISHMAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60283

Policy instance

Insurance contract or identification number	MR 60283
Number of Individuals Covered	61
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $834
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $659
Insurance broker organization code?	3
Insurance broker name	EMANUEL F BOSIO

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60283

Policy instance

Insurance contract or identification number	MR 60283
Number of Individuals Covered	65
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $847
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $440
Insurance broker organization code?	3
Insurance broker name	HARRIS S FISHMAN

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60283

Policy instance

Insurance contract or identification number	MR 60283
Number of Individuals Covered	66
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $681
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 60283

Policy instance

Insurance contract or identification number	MR 60283
Number of Individuals Covered	68
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $838
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE SISTERS SERVANTS
Employer identification number (EIN):	231352569
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations