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CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 401k Plan overview

Plan NameCENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN
Plan identification number 001

CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CENTRAL VIRGINIA HEALTH SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL VIRGINIA HEALTH SERVICES INC.
Employer identification number (EIN):540887287
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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
0012017-01-01CHARLES ALLBAUGH CHARLES ALLBAUGH2018-10-15
0012016-01-01CHARLES ALLBAUGH CHARLES ALLBAUGH2017-10-16
0012015-01-01CHARLES ALLBAUGH
0012014-01-01CHARLES ALLBAUGH CHARLES ALLBAUGH2015-10-15
0012013-01-01CHARLES ALLBAUGH CHARLES ALLBAUGH2014-10-15
0012012-01-01CHARLES ALLBAUGH CHARLES ALLBAUGH2013-10-15
0012011-01-01CHARLES ALLBAUGH
0012009-01-01CHARLES ALLBAUGH
0012009-01-01CHARLES ALLBAUGH
0012007-01-01CHARLES ALLBAUGH

Plan Statistics for CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN

401k plan membership statisitcs for CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN

Measure Date Value
2022: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01460
Total number of active participants reported on line 7a of the Form 55002022-01-01453
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01548
Number of participants with account balances2022-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01408
Total number of active participants reported on line 7a of the Form 55002021-01-01375
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01460
Number of participants with account balances2021-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01419
Total number of active participants reported on line 7a of the Form 55002020-01-01313
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0193
Total of all active and inactive participants2020-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01408
Number of participants with account balances2020-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01418
Total number of active participants reported on line 7a of the Form 55002019-01-01337
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0180
Total of all active and inactive participants2019-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01419
Number of participants with account balances2019-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01445
Total number of active participants reported on line 7a of the Form 55002018-01-01344
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01418
Number of participants with account balances2018-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01420
Total number of active participants reported on line 7a of the Form 55002017-01-01367
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01445
Number of participants with account balances2017-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01455
Total number of active participants reported on line 7a of the Form 55002016-01-01374
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01431
Number of participants with account balances2016-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01443
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01455
Number of participants with account balances2015-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-01342
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01354
Number of participants with account balances2014-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01410
Total number of active participants reported on line 7a of the Form 55002013-01-01377
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01398
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01224
Total number of active participants reported on line 7a of the Form 55002012-01-01408
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01410
Number of participants with account balances2012-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01224
Total of all active and inactive participants2011-01-01224
Total participants2011-01-01224
Number of participants with account balances2011-01-01230
2009: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01276
Total number of active participants reported on line 7a of the Form 55002009-01-01262
Total of all active and inactive participants2009-01-01262
Total participants2009-01-01262
Number of participants with account balances2009-01-01262

Financial Data on CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN

Measure Date Value
2022 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$0
Total income from all sources (including contributions)2022-12-31$-1,650,874
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,172,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,117,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,829,889
Value of total assets at end of year2022-12-31$29,201,025
Value of total assets at beginning of year2022-12-31$32,024,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,794
Total interest from all sources2022-12-31$122,693
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,373,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,373,716
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,703,609
Participant contributions at end of year2022-12-31$381,238
Participant contributions at beginning of year2022-12-31$443,988
Assets. Other investments not covered elsewhere at end of year2022-12-31$77,635
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$76,842
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$101,089
Other income not declared elsewhere2022-12-31$-8,393
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$-2,823,023
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,201,025
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,024,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$-446
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,059,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,326,674
Value of interest in pooled separate accounts at end of year2022-12-31$3,372,810
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,024,907
Interest on participant loans2022-12-31$21,456
Interest earned on other investments2022-12-31$101,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,281,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,111,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,327,929
Net investment gain/loss from pooled separate accounts2022-12-31$-640,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,025,191
Employer contributions (assets) at end of year2022-12-31$27,923
Employer contributions (assets) at beginning of year2022-12-31$40,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,117,355
Contract administrator fees2022-12-31$55,240
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 name2022-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2022-12-31541896113
2021 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$5,810,328
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,691,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,612,993
Expenses. Certain deemed distributions of participant loans2021-12-31$5,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,278,119
Value of total assets at end of year2021-12-31$32,024,048
Value of total assets at beginning of year2021-12-31$27,904,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,142
Total interest from all sources2021-12-31$114,678
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,436,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,436,841
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,411,061
Participant contributions at end of year2021-12-31$443,988
Participant contributions at beginning of year2021-12-31$480,379
Assets. Other investments not covered elsewhere at end of year2021-12-31$76,842
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$76,842
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,935
Other income not declared elsewhere2021-12-31$524
Administrative expenses (other) incurred2021-12-31$943
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$4,119,282
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,024,048
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,904,766
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$24,326,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,029,164
Value of interest in pooled separate accounts at end of year2021-12-31$4,024,907
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,696,009
Interest on participant loans2021-12-31$27,053
Interest earned on other investments2021-12-31$87,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,111,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,622,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$294,006
Net investment gain/loss from pooled separate accounts2021-12-31$686,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$847,123
Employer contributions (assets) at end of year2021-12-31$40,197
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,612,993
Contract administrator fees2021-12-31$71,199
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 name2021-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2021-12-31541896113
2020 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$4,912,504
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,486,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,424,368
Expenses. Certain deemed distributions of participant loans2020-12-31$5,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,055,860
Value of total assets at end of year2020-12-31$27,904,766
Value of total assets at beginning of year2020-12-31$24,478,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,272
Total interest from all sources2020-12-31$101,803
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$805,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$805,106
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$1,241,453
Participant contributions at end of year2020-12-31$480,379
Participant contributions at beginning of year2020-12-31$439,903
Assets. Other investments not covered elsewhere at end of year2020-12-31$76,842
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$76,736
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$102,677
Other income not declared elsewhere2020-12-31$4,396
Administrative expenses (other) incurred2020-12-31$686
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$3,426,287
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,904,766
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,478,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,029,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,917,232
Value of interest in pooled separate accounts at end of year2020-12-31$3,696,009
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,573,745
Interest on participant loans2020-12-31$22,473
Interest earned on other investments2020-12-31$79,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,622,372
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,452,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,539,572
Net investment gain/loss from pooled separate accounts2020-12-31$405,767
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$711,730
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$18,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,424,368
Contract administrator fees2020-12-31$55,586
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 name2020-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2020-12-31541896113
2019 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$5,601,375
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$602,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$521,017
Expenses. Certain deemed distributions of participant loans2019-12-31$33,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,012,616
Value of total assets at end of year2019-12-31$24,478,479
Value of total assets at beginning of year2019-12-31$19,479,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,148
Total interest from all sources2019-12-31$99,402
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,532,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,532,140
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,241,003
Participant contributions at end of year2019-12-31$439,903
Participant contributions at beginning of year2019-12-31$444,689
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$46,601
Assets. Other investments not covered elsewhere at end of year2019-12-31$76,736
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$75,717
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,657
Other income not declared elsewhere2019-12-31$1,970
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$4,998,701
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,478,479
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,479,778
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$17,917,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,727,386
Value of interest in pooled separate accounts at end of year2019-12-31$3,573,745
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,879,972
Interest on participant loans2019-12-31$25,941
Interest earned on other investments2019-12-31$73,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,452,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,267,757
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,271,461
Net investment gain/loss from pooled separate accounts2019-12-31$683,786
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$735,956
Employer contributions (assets) at end of year2019-12-31$18,289
Employer contributions (assets) at beginning of year2019-12-31$37,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$521,017
Contract administrator fees2019-12-31$48,148
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 name2019-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2019-12-31541896113
2018 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$698,570
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,071,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,052,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,925,885
Value of total assets at end of year2018-12-31$19,479,778
Value of total assets at beginning of year2018-12-31$20,852,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,240
Total interest from all sources2018-12-31$89,869
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$749,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$749,243
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$1,213,401
Participant contributions at end of year2018-12-31$444,689
Participant contributions at beginning of year2018-12-31$293,224
Participant contributions at end of year2018-12-31$46,601
Participant contributions at beginning of year2018-12-31$35,640
Assets. Other investments not covered elsewhere at end of year2018-12-31$75,717
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$168,657
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$72,923
Other income not declared elsewhere2018-12-31$1,852
Administrative expenses (other) incurred2018-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,372,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,479,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,852,426
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$13,727,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,808,618
Value of interest in pooled separate accounts at end of year2018-12-31$2,879,972
Value of interest in pooled separate accounts at beginning of year2018-12-31$85,829
Interest on participant loans2018-12-31$19,471
Interest earned on other investments2018-12-31$70,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,267,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,403,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,770,029
Net investment gain/loss from pooled separate accounts2018-12-31$-298,250
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$639,561
Employer contributions (assets) at end of year2018-12-31$37,656
Employer contributions (assets) at beginning of year2018-12-31$56,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,052,978
Contract administrator fees2018-12-31$18,220
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 name2018-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2018-12-31541896113
2017 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$4,379,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,177,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,162,409
Expenses. Certain deemed distributions of participant loans2017-12-31$2,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,812,169
Value of total assets at end of year2017-12-31$20,852,426
Value of total assets at beginning of year2017-12-31$17,650,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,651
Total interest from all sources2017-12-31$79,017
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$466,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$466,908
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$1,008,419
Participant contributions at end of year2017-12-31$293,224
Participant contributions at beginning of year2017-12-31$295,511
Participant contributions at end of year2017-12-31$35,640
Participant contributions at beginning of year2017-12-31$38,158
Assets. Other investments not covered elsewhere at end of year2017-12-31$168,657
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$168,463
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$274,361
Other income not declared elsewhere2017-12-31$331
Administrative expenses (other) incurred2017-12-31$10,568
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$3,201,437
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,852,426
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,650,989
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$17,808,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,811,366
Value of interest in pooled separate accounts at end of year2017-12-31$85,829
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,661,365
Interest on participant loans2017-12-31$1,672
Interest earned on other investments2017-12-31$77,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,403,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,627,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,017,574
Net investment gain/loss from pooled separate accounts2017-12-31$3,089
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$529,389
Employer contributions (assets) at end of year2017-12-31$56,955
Employer contributions (assets) at beginning of year2017-12-31$49,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,162,409
Contract administrator fees2017-12-31$2,083
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 name2017-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2017-12-31541896113
2016 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$2,941,218
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$846,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$804,637
Expenses. Certain deemed distributions of participant loans2016-12-31$8,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,757,846
Value of total assets at end of year2016-12-31$17,650,989
Value of total assets at beginning of year2016-12-31$15,556,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,855
Total interest from all sources2016-12-31$84,497
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$212,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$212,383
Administrative expenses professional fees incurred2016-12-31$5,285
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,018,730
Participant contributions at end of year2016-12-31$295,511
Participant contributions at beginning of year2016-12-31$209,901
Participant contributions at end of year2016-12-31$38,158
Participant contributions at beginning of year2016-12-31$28,626
Assets. Other investments not covered elsewhere at end of year2016-12-31$168,463
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$226,282
Other income not declared elsewhere2016-12-31$1,551
Administrative expenses (other) incurred2016-12-31$3,043
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$2,094,304
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,650,989
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,556,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,811,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,336,309
Value of interest in pooled separate accounts at end of year2016-12-31$3,661,365
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$7,851
Interest earned on other investments2016-12-31$76,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,627,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,932,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$546,998
Net investment gain/loss from pooled separate accounts2016-12-31$333,193
Net investment gain or loss from common/collective trusts2016-12-31$4,750
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$512,834
Employer contributions (assets) at end of year2016-12-31$49,064
Employer contributions (assets) at beginning of year2016-12-31$49,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$804,637
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2016-12-31541896113
2015 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,387,818
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$959,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$929,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,554,920
Value of total assets at end of year2015-12-31$15,556,685
Value of total assets at beginning of year2015-12-31$15,128,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,951
Total interest from all sources2015-12-31$85,140
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$269,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$269,948
Administrative expenses professional fees incurred2015-12-31$3,778
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$990,387
Participant contributions at end of year2015-12-31$209,901
Participant contributions at beginning of year2015-12-31$214,332
Participant contributions at end of year2015-12-31$28,626
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$81,694
Other income not declared elsewhere2015-12-31$737
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$428,001
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,556,685
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,128,684
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$23,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,336,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,820,970
Interest on participant loans2015-12-31$8,744
Interest earned on other investments2015-12-31$76,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$-1,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$-1,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,932,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,082,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-530,293
Net investment gain or loss from common/collective trusts2015-12-31$7,366
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$482,839
Employer contributions (assets) at end of year2015-12-31$49,592
Employer contributions (assets) at beginning of year2015-12-31$12,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$929,866
Contract administrator fees2015-12-31$2,456
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2015-12-31541896113
2014 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,130
Total income from all sources (including contributions)2014-12-31$2,312,329
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,879,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,851,911
Expenses. Certain deemed distributions of participant loans2014-12-31$334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,447,187
Value of total assets at end of year2014-12-31$15,128,684
Value of total assets at beginning of year2014-12-31$14,754,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,979
Total interest from all sources2014-12-31$84,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$129,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$129,713
Administrative expenses professional fees incurred2014-12-31$2,876
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$930,725
Participant contributions at end of year2014-12-31$214,332
Participant contributions at beginning of year2014-12-31$170,351
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,106
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$86,018
Other income not declared elsewhere2014-12-31$940
Administrative expenses (other) incurred2014-12-31$131
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$433,105
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,128,684
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,695,579
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$20,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,820,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,751,772
Interest on participant loans2014-12-31$8,684
Interest earned on other investments2014-12-31$75,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$-1,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,082,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,812,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$650,106
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$430,444
Employer contributions (assets) at end of year2014-12-31$12,670
Employer contributions (assets) at beginning of year2014-12-31$16,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,851,911
Contract administrator fees2014-12-31$3,070
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$59,130
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2014-12-31541896113
2013 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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$59,130
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$3,576,694
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$803,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$740,739
Expenses. Certain deemed distributions of participant loans2013-12-31$18,007
Value of total corrective distributions2013-12-31$21,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,330,304
Value of total assets at end of year2013-12-31$14,754,709
Value of total assets at beginning of year2013-12-31$11,922,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,158
Total interest from all sources2013-12-31$90,680
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$104,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$104,866
Administrative expenses professional fees incurred2013-12-31$16,471
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$868,464
Participant contributions at end of year2013-12-31$170,351
Participant contributions at beginning of year2013-12-31$198,831
Participant contributions at end of year2013-12-31$2,106
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,436
Other income not declared elsewhere2013-12-31$698
Administrative expenses (other) incurred2013-12-31$526
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$2,773,359
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,695,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,922,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,751,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,815,943
Interest on participant loans2013-12-31$8,457
Interest earned on other investments2013-12-31$82,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$50,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$50,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,812,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,839,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,014,184
Net investment gain/loss from pooled separate accounts2013-12-31$1,035,962
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$434,404
Employer contributions (assets) at end of year2013-12-31$16,463
Employer contributions (assets) at beginning of year2013-12-31$18,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$740,739
Contract administrator fees2013-12-31$3,744
Liabilities. Value of benefit claims payable at end of year2013-12-31$59,130
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2013-12-31541896113
2012 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,458,901
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$876,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$857,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,362,418
Value of total assets at end of year2012-12-31$11,922,220
Value of total assets at beginning of year2012-12-31$10,339,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,692
Total interest from all sources2012-12-31$91,193
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$103,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$103,938
Administrative expenses professional fees incurred2012-12-31$9,357
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$902,651
Participant contributions at end of year2012-12-31$198,831
Participant contributions at beginning of year2012-12-31$87,387
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$54,392
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,219
Administrative expenses (other) incurred2012-12-31$4,333
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$1,582,314
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,922,220
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,339,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,815,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,095,488
Interest on participant loans2012-12-31$7,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$50,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$83,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,839,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,074,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$901,352
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$446,548
Employer contributions (assets) at end of year2012-12-31$18,169
Employer contributions (assets) at beginning of year2012-12-31$28,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$857,895
Contract administrator fees2012-12-31$3,729
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2012-12-31541896113
2011 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,049,648
Total of all expenses incurred2011-12-31$483,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$418,663
Expenses. Certain deemed distributions of participant loans2011-12-31$56,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,235,075
Value of total assets at end of year2011-12-31$10,339,906
Value of total assets at beginning of year2011-12-31$9,773,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,979
Total interest from all sources2011-12-31$146,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$862,349
Participant contributions at end of year2011-12-31$87,387
Participant contributions at beginning of year2011-12-31$93,775
Participant contributions at end of year2011-12-31$54,392
Participant contributions at beginning of year2011-12-31$60,112
Administrative expenses (other) incurred2011-12-31$4,045
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$566,536
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,339,906
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,773,370
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$7,095,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,866,158
Interest on participant loans2011-12-31$6,893
Interest earned on other investments2011-12-31$139,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,074,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,723,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-332,105
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$372,726
Employer contributions (assets) at end of year2011-12-31$28,377
Employer contributions (assets) at beginning of year2011-12-31$29,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$418,663
Contract administrator fees2011-12-31$3,934
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2011-12-31541896113
2010 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,123,526
Total of all expenses incurred2010-12-31$291,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$242,705
Expenses. Certain deemed distributions of participant loans2010-12-31$42,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,315,112
Value of total assets at end of year2010-12-31$9,773,370
Value of total assets at beginning of year2010-12-31$7,941,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,773
Total interest from all sources2010-12-31$129,772
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$100,000
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$960,074
Participant contributions at end of year2010-12-31$93,775
Participant contributions at beginning of year2010-12-31$102,401
Participant contributions at end of year2010-12-31$60,112
Participant contributions at beginning of year2010-12-31$49,593
Administrative expenses (other) incurred2010-12-31$2,155
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$1,831,769
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,773,370
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,941,601
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$6,866,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,370,179
Interest on participant loans2010-12-31$7,947
Interest earned on other investments2010-12-31$121,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,723,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,390,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$678,642
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$355,038
Employer contributions (assets) at end of year2010-12-31$29,903
Employer contributions (assets) at beginning of year2010-12-31$28,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$242,705
Contract administrator fees2010-12-31$4,618
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ROBINSON, FARMER, COX ASSOCIATES
Accountancy firm EIN2010-12-31541896113
2009 : CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN

2022: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET 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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2007: CENTRAL VIRGINIA HEALTH SERVICES INC TAX SHELTER ANNUITY RET PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered46
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered86
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered42
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered89
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered30
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered87
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered17
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407137
Policy instance 2
Insurance contract or identification number407137
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered101
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered127
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered142
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number11612-001
Policy instance 1
Insurance contract or identification number11612-001
Number of Individuals Covered151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number011612-001
Policy instance 1
Insurance contract or identification number011612-001
Number of Individuals Covered173
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,934
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number011612-001
Policy instance 1
Insurance contract or identification number011612-001
Number of Individuals Covered174
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,896
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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