Logo

BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameBICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN
Plan identification number 001

BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

THE EBY GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE EBY GROUP
Employer identification number (EIN):481102899
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTY DIENSTBIER CHRISTY DIENSTBIER2018-10-08
0012016-01-01CHRISTY DIENSTBIER CHRISTY DIENSTBIER2017-10-13
0012015-01-01CHRISTY DIENSTBIER
0012014-01-01CHRISTY DIENSTBIER
0012013-01-01CHRISTY DIENSTBIER
0012012-01-01CHRISTY DIENSTBIER
0012011-01-01CHRISTY DIENSTBIER
0012009-01-01CHRISTY DIENSTBIER

Plan Statistics for BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN

Measure Date Value
2022: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,256
Total number of active participants reported on line 7a of the Form 55002022-01-011,820
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01245
Total of all active and inactive participants2022-01-012,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,065
Number of participants with account balances2022-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01111
2021: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,316
Total number of active participants reported on line 7a of the Form 55002021-01-011,978
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-012,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,190
Number of participants with account balances2021-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01102
2020: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,251
Total number of active participants reported on line 7a of the Form 55002020-01-012,079
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01187
Total of all active and inactive participants2020-01-012,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,266
Number of participants with account balances2020-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0192
2019: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,214
Total number of active participants reported on line 7a of the Form 55002019-01-011,957
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01202
Total of all active and inactive participants2019-01-012,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,159
Number of participants with account balances2019-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0187
2018: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,819
Total number of active participants reported on line 7a of the Form 55002018-01-011,897
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01178
Total of all active and inactive participants2018-01-012,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,075
Number of participants with account balances2018-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0182
2017: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,745
Total number of active participants reported on line 7a of the Form 55002017-01-011,575
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,712
Number of participants with account balances2017-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,417
Total number of active participants reported on line 7a of the Form 55002016-01-011,423
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01172
Total of all active and inactive participants2016-01-011,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,595
Number of participants with account balances2016-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,669
Total number of active participants reported on line 7a of the Form 55002015-01-011,483
Number of other retired or separated participants entitled to future benefits2015-01-01150
Total of all active and inactive participants2015-01-011,633
Total participants2015-01-011,633
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,588
Total number of active participants reported on line 7a of the Form 55002014-01-011,463
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-011,631
Total participants2014-01-011,631
Number of participants with account balances2014-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,399
Total number of active participants reported on line 7a of the Form 55002013-01-011,155
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01153
Total of all active and inactive participants2013-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,315
Number of participants with account balances2013-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,050
Total number of active participants reported on line 7a of the Form 55002012-01-011,250
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01147
Total of all active and inactive participants2012-01-011,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,399
Number of participants with account balances2012-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0137
2011: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,209
Total number of active participants reported on line 7a of the Form 55002011-01-011,027
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,165
Number of participants with account balances2011-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0141
2009: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,106
Total number of active participants reported on line 7a of the Form 55002009-01-011,167
Number of other retired or separated participants entitled to future benefits2009-01-01132
Total of all active and inactive participants2009-01-011,299
Total participants2009-01-011,299
Number of participants with account balances2009-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0154

Financial Data on BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN

Measure Date Value
2022 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-551,612
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,769,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,733,807
Expenses. Certain deemed distributions of participant loans2022-12-31$11,790
Value of total corrective distributions2022-12-31$643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,207,304
Value of total assets at end of year2022-12-31$12,378,273
Value of total assets at beginning of year2022-12-31$15,699,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,701
Total interest from all sources2022-12-31$17,747
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,415,425
Participant contributions at end of year2022-12-31$262,415
Participant contributions at beginning of year2022-12-31$262,820
Participant contributions at end of year2022-12-31$47,981
Participant contributions at beginning of year2022-12-31$104,373
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$359,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,321,553
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,378,273
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,699,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$11,504,953
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,119,114
Interest on participant loans2022-12-31$13,370
Interest earned on other investments2022-12-31$4,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$544,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$195,722
Net investment gain/loss from pooled separate accounts2022-12-31$-2,776,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$431,985
Employer contributions (assets) at end of year2022-12-31$18,133
Employer contributions (assets) at beginning of year2022-12-31$17,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,733,807
Contract administrator fees2022-12-31$23,701
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2022-12-31481246310
2021 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,793,877
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,918,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,858,422
Expenses. Certain deemed distributions of participant loans2021-12-31$10,429
Value of total corrective distributions2021-12-31$25,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,984,669
Value of total assets at end of year2021-12-31$15,699,826
Value of total assets at beginning of year2021-12-31$13,824,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,051
Total interest from all sources2021-12-31$14,410
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,384,471
Participant contributions at end of year2021-12-31$262,820
Participant contributions at beginning of year2021-12-31$238,341
Participant contributions at end of year2021-12-31$104,373
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$147,661
Other income not declared elsewhere2021-12-31$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,875,108
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,699,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,824,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$15,119,114
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,218,215
Interest on participant loans2021-12-31$12,563
Interest earned on other investments2021-12-31$1,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$195,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$368,162
Net investment gain/loss from pooled separate accounts2021-12-31$1,794,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$452,537
Employer contributions (assets) at end of year2021-12-31$17,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,858,422
Contract administrator fees2021-12-31$24,051
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2021-12-31481246310
2020 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,678,242
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,251,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,196,481
Expenses. Certain deemed distributions of participant loans2020-12-31$4,003
Value of total corrective distributions2020-12-31$23,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,920,023
Value of total assets at end of year2020-12-31$13,824,718
Value of total assets at beginning of year2020-12-31$11,397,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,078
Total interest from all sources2020-12-31$16,220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,408,510
Participant contributions at end of year2020-12-31$238,341
Participant contributions at beginning of year2020-12-31$224,741
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,426,772
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,824,718
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,397,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$13,218,215
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,836,778
Interest on participant loans2020-12-31$11,866
Interest earned on other investments2020-12-31$4,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$368,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$336,427
Net investment gain/loss from pooled separate accounts2020-12-31$1,741,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$454,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,196,481
Contract administrator fees2020-12-31$27,078
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2020-12-31481246310
2019 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,744,808
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$796,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$759,052
Expenses. Certain deemed distributions of participant loans2019-12-31$2,278
Value of total corrective distributions2019-12-31$9,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,931,691
Value of total assets at end of year2019-12-31$11,397,946
Value of total assets at beginning of year2019-12-31$8,449,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,477
Total interest from all sources2019-12-31$16,574
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,293,500
Participant contributions at end of year2019-12-31$224,741
Participant contributions at beginning of year2019-12-31$215,422
Participant contributions at beginning of year2019-12-31$39,330
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$213,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,948,324
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,397,946
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,449,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,836,778
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,859,369
Interest on participant loans2019-12-31$12,073
Interest earned on other investments2019-12-31$4,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$336,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$320,279
Net investment gain/loss from pooled separate accounts2019-12-31$1,796,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$425,045
Employer contributions (assets) at beginning of year2019-12-31$15,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$759,052
Contract administrator fees2019-12-31$25,477
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2019-12-31481246310
2018 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
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$844,033
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,051,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$995,383
Expenses. Certain deemed distributions of participant loans2018-12-31$11,911
Value of total corrective distributions2018-12-31$25,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,388,057
Value of total assets at end of year2018-12-31$8,449,622
Value of total assets at beginning of year2018-12-31$8,657,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,920
Total interest from all sources2018-12-31$15,700
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$981,298
Participant contributions at end of year2018-12-31$215,422
Participant contributions at beginning of year2018-12-31$264,065
Participant contributions at end of year2018-12-31$39,330
Participant contributions at beginning of year2018-12-31$30,034
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,389
Other income not declared elsewhere2018-12-31$29,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-207,528
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,449,622
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,657,150
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$7,859,369
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,069,902
Interest on participant loans2018-12-31$12,478
Interest earned on other investments2018-12-31$3,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$320,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$281,453
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-589,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$344,370
Employer contributions (assets) at end of year2018-12-31$15,222
Employer contributions (assets) at beginning of year2018-12-31$11,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$995,383
Contract administrator fees2018-12-31$18,920
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 name2018-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2018-12-31481246310
2017 : BICKFORD SENIOR LIVING 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$0
Total income from all sources (including contributions)2017-12-31$2,223,746
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$563,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$532,896
Expenses. Certain deemed distributions of participant loans2017-12-31$3,415
Value of total corrective distributions2017-12-31$9,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,116,501
Value of total assets at end of year2017-12-31$8,657,150
Value of total assets at beginning of year2017-12-31$6,997,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,411
Total interest from all sources2017-12-31$16,487
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$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$755,818
Participant contributions at end of year2017-12-31$264,065
Participant contributions at beginning of year2017-12-31$302,238
Participant contributions at end of year2017-12-31$30,034
Participant contributions at beginning of year2017-12-31$24,390
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,743
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$1,659,913
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,657,150
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,997,237
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$8,069,902
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,433,024
Interest on participant loans2017-12-31$13,789
Interest earned on other investments2017-12-31$2,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$281,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$227,849
Net investment gain/loss from pooled separate accounts2017-12-31$1,090,758
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$290,940
Employer contributions (assets) at end of year2017-12-31$11,696
Employer contributions (assets) at beginning of year2017-12-31$9,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$532,896
Contract administrator fees2017-12-31$18,411
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PICKETT, CHANEY, & MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,555,434
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$761,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$728,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,016,911
Value of total assets at end of year2016-12-31$6,997,237
Value of total assets at beginning of year2016-12-31$6,203,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,609
Total interest from all sources2016-12-31$13,161
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$1,000,000
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$588,613
Participant contributions at end of year2016-12-31$302,238
Participant contributions at beginning of year2016-12-31$252,991
Participant contributions at end of year2016-12-31$24,390
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$129,731
Other income not declared elsewhere2016-12-31$23,644
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$793,788
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,997,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,203,449
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$6,433,024
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,761,695
Interest on participant loans2016-12-31$11,450
Interest earned on other investments2016-12-31$1,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$227,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$188,763
Net investment gain/loss from pooled separate accounts2016-12-31$501,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$298,567
Employer contributions (assets) at end of year2016-12-31$9,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$728,037
Contract administrator fees2016-12-31$33,609
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-12-31481246310
2015 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$724,874
Total of all expenses incurred2015-12-31$742,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$687,729
Expenses. Certain deemed distributions of participant loans2015-12-31$10,536
Value of total corrective distributions2015-12-31$9,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$814,482
Value of total assets at end of year2015-12-31$6,203,449
Value of total assets at beginning of year2015-12-31$6,221,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,036
Total interest from all sources2015-12-31$10,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$20,042
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$617,231
Participant contributions at end of year2015-12-31$252,991
Participant contributions at beginning of year2015-12-31$257,477
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,412
Other income not declared elsewhere2015-12-31$20,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-18,025
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,203,449
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,221,474
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$14,994
Value of interest in pooled separate accounts at end of year2015-12-31$5,761,695
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,802,220
Interest on participant loans2015-12-31$10,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$188,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$161,777
Net investment gain/loss from pooled separate accounts2015-12-31$-121,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$186,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$687,729
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 name2015-12-31PICKETT CHANEY AND MCMULLEN LLP
Accountancy firm EIN2015-12-31481246310
2014 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,238,255
Total of all expenses incurred2014-12-31$765,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$719,054
Expenses. Certain deemed distributions of participant loans2014-12-31$18,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$922,065
Value of total assets at end of year2014-12-31$6,221,474
Value of total assets at beginning of year2014-12-31$5,748,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,414
Total interest from all sources2014-12-31$9,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,018
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$570,722
Participant contributions at end of year2014-12-31$257,477
Participant contributions at beginning of year2014-12-31$179,241
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$159,804
Other income not declared elsewhere2014-12-31$9,236
Total non interest bearing cash at beginning of year2014-12-31$2,329
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$473,091
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,221,474
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,748,383
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$14,396
Value of interest in pooled separate accounts at end of year2014-12-31$5,802,220
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,566,813
Interest on participant loans2014-12-31$8,582
Interest earned on other investments2014-12-31$609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$161,777
Net investment gain/loss from pooled separate accounts2014-12-31$297,763
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
Contributions received in cash from employer2014-12-31$191,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$719,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31PICKETT, CHANEY & MCMILLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,797,245
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$390,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$365,823
Value of total corrective distributions2013-12-31$1,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$974,000
Value of total assets at end of year2013-12-31$5,748,383
Value of total assets at beginning of year2013-12-31$4,342,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,507
Total interest from all sources2013-12-31$6,527
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,460
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$522,416
Participant contributions at end of year2013-12-31$179,241
Participant contributions at beginning of year2013-12-31$167,601
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$271,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$46,122
Total non interest bearing cash at end of year2013-12-31$2,329
Total non interest bearing cash at beginning of year2013-12-31$4,444
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$1,406,338
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,748,383
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,342,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,566,813
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,170,000
Income. Interest from loans (other than to participants)2013-12-31$6,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$816,718
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$180,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$319,701
Contract administrator fees2013-12-31$20,047
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 name2013-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2013-12-31481246310
2012 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,195,872
Total of all expenses incurred2012-12-31$560,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$535,802
Expenses. Certain deemed distributions of participant loans2012-12-31$987
Value of total corrective distributions2012-12-31$2,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$695,644
Value of total assets at end of year2012-12-31$4,342,045
Value of total assets at beginning of year2012-12-31$3,706,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,612
Total interest from all sources2012-12-31$5,761
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$400,000
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$483,805
Participant contributions at end of year2012-12-31$167,601
Participant contributions at beginning of year2012-12-31$124,296
Participant contributions at beginning of year2012-12-31$17,535
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,692
Total non interest bearing cash at end of year2012-12-31$4,444
Total non interest bearing cash at beginning of year2012-12-31$5,425
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$635,783
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,342,045
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,706,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,170,000
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,552,048
Interest on participant loans2012-12-31$5,761
Net investment gain/loss from pooled separate accounts2012-12-31$494,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$174,147
Employer contributions (assets) at beginning of year2012-12-31$6,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$535,802
Contract administrator fees2012-12-31$20,612
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 name2012-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2012-12-31481246310
2011 : BICKFORD SENIOR LIVING 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$519,973
Total of all expenses incurred2011-12-31$500,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$452,930
Expenses. Certain deemed distributions of participant loans2011-12-31$18,652
Value of total corrective distributions2011-12-31$11,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$636,353
Value of total assets at end of year2011-12-31$3,706,262
Value of total assets at beginning of year2011-12-31$3,686,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,160
Total interest from all sources2011-12-31$4,553
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$400,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$468,717
Participant contributions at end of year2011-12-31$124,296
Participant contributions at beginning of year2011-12-31$119,342
Participant contributions at end of year2011-12-31$17,535
Participant contributions at beginning of year2011-12-31$1,244
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,847
Total non interest bearing cash at end of year2011-12-31$5,425
Total non interest bearing cash at beginning of year2011-12-31$3,247
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$19,912
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,706,262
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,686,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,552,048
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,562,517
Interest on participant loans2011-12-31$4,553
Net investment gain/loss from pooled separate accounts2011-12-31$-120,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$157,789
Employer contributions (assets) at end of year2011-12-31$6,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$452,930
Contract administrator fees2011-12-31$17,160
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 name2011-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2011-12-31481246310
2010 : BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$464
Total income from all sources (including contributions)2010-12-31$1,126,359
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$801,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$743,902
Value of total corrective distributions2010-12-31$41,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$699,550
Value of total assets at end of year2010-12-31$3,686,350
Value of total assets at beginning of year2010-12-31$3,361,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,892
Total interest from all sources2010-12-31$3,880
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$508,884
Participant contributions at end of year2010-12-31$119,342
Participant contributions at beginning of year2010-12-31$81,246
Participant contributions at end of year2010-12-31$1,244
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$464
Total non interest bearing cash at end of year2010-12-31$3,247
Total non interest bearing cash at beginning of year2010-12-31$2,797
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$325,291
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,686,350
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,361,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,562,517
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,277,480
Interest on participant loans2010-12-31$3,880
Net investment gain/loss from pooled separate accounts2010-12-31$422,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$166,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$743,902
Contract administrator fees2010-12-31$15,892
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 name2010-12-31PICKETT CHANEY & MCMULLEN LLP
Accountancy firm EIN2010-12-31481246310

Form 5500 Responses for BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN

2022: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BICKFORD SENIOR LIVING 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BICKFORD SENIOR LIVING 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered2065
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $53,138
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,138
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered2190
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $58,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,178
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered2266
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $46,759
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,759
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered2159
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $39,866
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,866
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered2075
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,650
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,650
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068978
Policy instance 1
Insurance contract or identification number068978
Number of Individuals Covered1712
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,411
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,411
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805226-000
Policy instance 1
Insurance contract or identification number805226-000
Number of Individuals Covered394
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38828
Policy instance 1
Insurance contract or identification number38828
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Insurance broker organization code?5
Insurance broker nameBKD, LLP
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805226-000
Policy instance 2
Insurance contract or identification number805226-000
Number of Individuals Covered408
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38828
Policy instance 1
Insurance contract or identification number38828
Number of Individuals Covered486
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,554
Total amount of fees paid to insurance companyUSD $5,973
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,554
Insurance broker organization code?5
Amount paid for insurance broker fees5973
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker nameBKD, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38828
Policy instance 1
Insurance contract or identification number38828
Number of Individuals Covered462
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,168
Total amount of fees paid to insurance companyUSD $6,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,168
Insurance broker organization code?5
Amount paid for insurance broker fees6387
Insurance broker nameBKD, LLP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38828
Policy instance 1
Insurance contract or identification number38828
Number of Individuals Covered434
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,243
Total amount of fees paid to insurance companyUSD $4,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number38828
Policy instance 1
Insurance contract or identification number38828
Number of Individuals Covered428
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,412
Total amount of fees paid to insurance companyUSD $4,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,412
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?5
Amount paid for insurance broker fees4040
Insurance broker nameBKD, LLP

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1