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AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameAFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN
Plan identification number 001

AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN Benefits

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

PATHWAYS NURSING & REHABILITATION CENTER has sponsored the creation of one or more 401k plans.

Company Name:PATHWAYS NURSING & REHABILITATION CENTER
Employer identification number (EIN):273075436
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BENT PHILIPSON2023-10-16 BENT PHILIPSON2023-10-16
0012021-01-01BENT PHILIPSON2022-10-14 BENT PHILIPSON2022-10-14
0012020-01-01BENT PHILIPSON2021-10-15 BENT PHILIPSON2021-10-15
0012019-01-01MATHEW VARGHESE2020-10-15 MATHEW VARGHESE2020-10-15
0012018-01-01
0012017-01-01MATHEW VARGHESE MATHEW VARGHESE2018-10-08
0012016-01-01MATHEW VARGHESE MATHEW VARGHESE2017-10-16
0012015-01-01MATHEW VARGHESE MATHEW VARGHESE2016-10-06
0012014-01-01MATHEW VARGHESE MATHEW VARGHESE2015-10-14
0012013-01-01ELI GRINSPAN ELI GRINSPAN2014-10-07
0012012-01-01SHANNON MCHALE SHANNON MCHALE2013-08-19
0012011-01-01SHANNON MCHALE SHANNON MCHALE2012-09-07

Plan Statistics for AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN

401k plan membership statisitcs for AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN

Measure Date Value
2018: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-0174
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0195
Total participants2018-01-0195
Number of participants with account balances2018-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01133
Number of participants with account balances2017-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-0126
Total of all active and inactive participants2016-01-01134
Total participants2016-01-01134
Number of participants with account balances2016-01-0151
2015: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01335
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01282
Number of participants with account balances2015-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01303
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01335
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01370
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01282
Number of participants with account balances2013-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01590
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of other retired or separated participants entitled to future benefits2012-01-0146
Total of all active and inactive participants2012-01-01493
Total participants2012-01-01493
Number of participants with account balances2012-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01821
Total number of active participants reported on line 7a of the Form 55002011-01-01791
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01818
Total participants2011-01-01818
Number of participants with account balances2011-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN

Measure Date Value
2018 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$188,239
Total of all expenses incurred2018-12-31$170,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$155,049
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$4,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$236,791
Value of total assets at end of year2018-12-31$1,299,022
Value of total assets at beginning of year2018-12-31$1,280,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,098
Total interest from all sources2018-12-31$7,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$160,690
Participant contributions at end of year2018-12-31$58,953
Participant contributions at beginning of year2018-12-31$71,327
Participant contributions at end of year2018-12-31$3,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$17,444
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,297,522
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,280,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,071,342
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,083,295
Interest on participant loans2018-12-31$3,616
Interest earned on other investments2018-12-31$4,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$164,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$125,456
Net investment gain/loss from pooled separate accounts2018-12-31$-56,432
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$76,101
Employer contributions (assets) at end of year2018-12-31$1,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$155,049
Contract administrator fees2018-12-31$11,098
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2018-12-31204943540
2017 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,562
Total income from all sources (including contributions)2017-12-31$375,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$885,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$851,585
Value of total corrective distributions2017-12-31$10,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$232,894
Value of total assets at end of year2017-12-31$1,280,078
Value of total assets at beginning of year2017-12-31$1,793,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,361
Total interest from all sources2017-12-31$9,030
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$161,656
Participant contributions at end of year2017-12-31$71,327
Participant contributions at beginning of year2017-12-31$35,034
Participant contributions at beginning of year2017-12-31$6,569
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,414
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-509,933
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,280,078
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,790,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,083,295
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,499,540
Interest on participant loans2017-12-31$2,723
Interest earned on other investments2017-12-31$6,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$125,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$252,430
Net investment gain/loss from pooled separate accounts2017-12-31$133,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$65,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$851,585
Contract administrator fees2017-12-31$23,361
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$3,562
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2017-12-31204943540
2016 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,562
Total income from all sources (including contributions)2016-12-31$207,369
Total of all expenses incurred2016-12-31$365,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$331,675
Expenses. Certain deemed distributions of participant loans2016-12-31$16,660
Value of total corrective distributions2016-12-31$5,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$135,302
Value of total assets at end of year2016-12-31$1,793,573
Value of total assets at beginning of year2016-12-31$1,947,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,403
Total interest from all sources2016-12-31$9,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$104,352
Participant contributions at end of year2016-12-31$35,034
Participant contributions at beginning of year2016-12-31$30,179
Participant contributions at end of year2016-12-31$6,569
Participant contributions at beginning of year2016-12-31$2,368
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-157,830
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,790,011
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,947,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,499,540
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,675,874
Interest on participant loans2016-12-31$2,566
Interest earned on other investments2016-12-31$6,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$252,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$239,420
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$62,896
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$331,675
Contract administrator fees2016-12-31$11,403
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$3,562
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 name2016-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2016-12-31204943540
2015 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$549,433
Total income from all sources (including contributions)2015-12-31$154,701
Total of all expenses incurred2015-12-31$276,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$251,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$159,420
Value of total assets at end of year2015-12-31$1,947,841
Value of total assets at beginning of year2015-12-31$2,619,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,850
Total interest from all sources2015-12-31$8,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$159,420
Participant contributions at end of year2015-12-31$30,179
Participant contributions at beginning of year2015-12-31$33,402
Participant contributions at end of year2015-12-31$2,368
Participant contributions at beginning of year2015-12-31$1,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-121,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,947,841
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,619,164
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
Investment advisory and management fees2015-12-31$24,850
Value of interest in pooled separate accounts at end of year2015-12-31$1,675,874
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,331,978
Interest on participant loans2015-12-31$1,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$239,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$252,025
Net investment gain/loss from pooled separate accounts2015-12-31$-12,974
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$251,741
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2015-12-31204943540
2014 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$259,341
Total of all expenses incurred2014-12-31$211,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$185,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$158,979
Value of total assets at end of year2014-12-31$2,619,164
Value of total assets at beginning of year2014-12-31$2,570,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,387
Total interest from all sources2014-12-31$8,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$158,979
Participant contributions at end of year2014-12-31$33,402
Participant contributions at beginning of year2014-12-31$29,905
Participant contributions at end of year2014-12-31$1,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$48,292
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,619,164
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,570,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$25,387
Value of interest in pooled separate accounts at end of year2014-12-31$2,331,978
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,378,306
Interest on participant loans2014-12-31$1,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$252,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$162,661
Net investment gain/loss from pooled separate accounts2014-12-31$92,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$185,662
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2014-12-31204943540
2013 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,508
Total income from all sources (including contributions)2013-12-31$432,801
Total of all expenses incurred2013-12-31$44,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,306
Expenses. Certain deemed distributions of participant loans2013-12-31$1,461
Value of total corrective distributions2013-12-31$1,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$211,910
Value of total assets at end of year2013-12-31$2,570,872
Value of total assets at beginning of year2013-12-31$2,198,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,358
Total interest from all sources2013-12-31$6,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$163,038
Participant contributions at end of year2013-12-31$29,905
Participant contributions at beginning of year2013-12-31$50,930
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$48,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$388,510
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,570,872
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,182,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$25,358
Value of interest in pooled separate accounts at end of year2013-12-31$2,378,306
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,004,932
Interest on participant loans2013-12-31$1,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$162,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$143,008
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$214,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,306
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2013-12-31204943540
2012 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,508
Total income from all sources (including contributions)2012-12-31$292,037
Total of all expenses incurred2012-12-31$315,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$279,268
Expenses. Certain deemed distributions of participant loans2012-12-31$4,831
Value of total corrective distributions2012-12-31$7,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$154,230
Value of total assets at end of year2012-12-31$2,198,870
Value of total assets at beginning of year2012-12-31$2,206,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,336
Total interest from all sources2012-12-31$2,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,230
Participant contributions at end of year2012-12-31$50,930
Participant contributions at beginning of year2012-12-31$72,270
Participant contributions at beginning of year2012-12-31$3,818
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$5,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-23,849
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,182,362
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,206,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,913
Value of interest in pooled separate accounts at end of year2012-12-31$2,004,932
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,003,324
Interest on participant loans2012-12-31$2,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$143,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$126,799
Net investment gain/loss from pooled separate accounts2012-12-31$135,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$273,440
Contract administrator fees2012-12-31$14,423
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2012-12-31204943540
2011 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$227,767
Total of all expenses incurred2011-12-31$492,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$426,772
Expenses. Certain deemed distributions of participant loans2011-12-31$24,242
Value of total corrective distributions2011-12-31$14,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$203,702
Value of total assets at end of year2011-12-31$2,206,211
Value of total assets at beginning of year2011-12-31$2,470,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$26,935
Total interest from all sources2011-12-31$3,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$175,738
Participant contributions at end of year2011-12-31$72,270
Participant contributions at beginning of year2011-12-31$79,015
Participant contributions at end of year2011-12-31$3,818
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,964
Administrative expenses (other) incurred2011-12-31$2,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-264,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,206,211
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,470,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$7,671
Value of interest in pooled separate accounts at end of year2011-12-31$2,003,324
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,302,726
Interest on participant loans2011-12-31$3,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$126,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$89,005
Net investment gain/loss from pooled separate accounts2011-12-31$20,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$426,772
Contract administrator fees2011-12-31$17,239
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2011-12-31204943540
2010 : AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$238,784
Total unrealized appreciation/depreciation of assets2010-12-31$238,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$456,481
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$285,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$272,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$201,627
Value of total assets at end of year2010-12-31$2,470,746
Value of total assets at beginning of year2010-12-31$2,299,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,602
Total interest from all sources2010-12-31$5,487
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$12,427
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$201,627
Participant contributions at end of year2010-12-31$79,015
Participant contributions at beginning of year2010-12-31$67,509
Other income not declared elsewhere2010-12-31$10,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$170,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,470,746
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,299,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,175
Value of interest in pooled separate accounts at end of year2010-12-31$2,302,726
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,861,591
Interest on participant loans2010-12-31$3,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$370,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$370,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$89,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$272,027
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ABBATE DEMARINIS, LLP
Accountancy firm EIN2010-12-31204943540

Form 5500 Responses for AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN

2018: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: AFFILIATED NURSING AND REHABILITATION CENTERS 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,087
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $169
Insurance broker organization code?1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Number of Individuals Covered71
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,779
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $1,625
Insurance broker organization code?1
Insurance broker nameSTEPHAN L GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Number of Individuals Covered80
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,803
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $7,505
Insurance broker organization code?1
Insurance broker nameSTEPHAN L GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,979
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $4,199
Insurance broker organization code?1
Insurance broker nameSTEPHEN L. GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,225
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $9,187
Insurance broker organization code?1
Insurance broker nameSTEPHEN GROSSMAN
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 1
Insurance contract or identification numberRM 85458 - 1
Number of Individuals Covered99
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,391
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $8,221
Insurance broker organization code?1
Insurance broker nameSTEPHEN GROSSMAN
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81399
Policy instance 1
Insurance contract or identification number81399
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-04-14
Total amount of commissions paid to insurance brokerUSD $1,042
Total amount of fees paid to insurance companyUSD $2,025
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 85458 - 1
Policy instance 2
Insurance contract or identification numberRM 85458 - 1
Number of Individuals Covered138
Insurance policy start date2011-04-14
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $86,610
Total amount of fees paid to insurance companyUSD $0
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
JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )
Policy contract number81399
Policy instance 1
Insurance contract or identification number81399
Number of Individuals Covered134
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,419
Total amount of fees paid to insurance companyUSD $1,200
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

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