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HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 401k Plan overview

Plan NameHOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN
Plan identification number 002

HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HOPE HOSPICE AND COMMUNITY SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:HOPE HOSPICE AND COMMUNITY SERVICES INC
Employer identification number (EIN):592128697
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JILL LAMPLEY JILL LAMPLEY2018-10-09
0022016-01-01JILL LAMPLEY JILL LAMPLEY2017-10-13
0022015-01-01JILL LAMPLEY JILL LAMPLEY2016-09-23
0022014-01-01JILL LAMPLEY JILL LAMPLEY2015-10-13
0022013-01-01JILL LAMPLEY JILL LAMPLEY2014-09-30
0022012-01-01JILL LAMPLEY JILL LAMPLEY2013-10-14
0022011-01-01JILL LAMPLEY JILL LAMPLEY2012-10-15
0022010-01-01JILL LAMPLEY JILL LAMPLEY2011-10-10
0022009-01-01JILL LAMPLEY JILL LAMPLEY2010-10-12

Plan Statistics for HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN

401k plan membership statisitcs for HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN

Measure Date Value
2023: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,047
Total number of active participants reported on line 7a of the Form 55002023-01-01625
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-01186
Total of all active and inactive participants2023-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01817
Number of participants with account balances2023-01-01760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0176
2022: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,062
Total number of active participants reported on line 7a of the Form 55002022-01-01876
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01153
Total of all active and inactive participants2022-01-011,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,047
Number of participants with account balances2022-01-01977
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01206
2021: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,056
Total number of active participants reported on line 7a of the Form 55002021-01-01965
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,062
Number of participants with account balances2021-01-01971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,035
Total number of active participants reported on line 7a of the Form 55002020-01-01983
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0170
Total of all active and inactive participants2020-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,056
Number of participants with account balances2020-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,131
Total number of active participants reported on line 7a of the Form 55002019-01-01977
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-011,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,035
Number of participants with account balances2019-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,011
Total number of active participants reported on line 7a of the Form 55002018-01-01984
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,062
Number of participants with account balances2018-01-01920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01996
Total number of active participants reported on line 7a of the Form 55002017-01-01886
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01123
Total of all active and inactive participants2017-01-011,011
Total participants2017-01-011,011
Number of participants with account balances2017-01-01876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01918
Total number of active participants reported on line 7a of the Form 55002016-01-01904
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01996
Total participants2016-01-01996
Number of participants with account balances2016-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01812
Total number of active participants reported on line 7a of the Form 55002015-01-01825
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01918
Total participants2015-01-01918
Number of participants with account balances2015-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01891
Total number of active participants reported on line 7a of the Form 55002014-01-01716
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01812
Total participants2014-01-01812
Number of participants with account balances2014-01-01771
2013: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01895
Total number of active participants reported on line 7a of the Form 55002013-01-01818
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01870
Total participants2013-01-01870
Number of participants with account balances2013-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,051
Total number of active participants reported on line 7a of the Form 55002012-01-01872
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-01922
Total participants2012-01-01922
Number of participants with account balances2012-01-01722
2011: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,157
Total number of active participants reported on line 7a of the Form 55002011-01-011,014
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-011,051
Total participants2011-01-011,051
Number of participants with account balances2011-01-01669
2010: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,024
Total number of active participants reported on line 7a of the Form 55002010-01-011,066
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0190
Total of all active and inactive participants2010-01-011,156
Total participants2010-01-011,156
Number of participants with account balances2010-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01858
Total number of active participants reported on line 7a of the Form 55002009-01-01986
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-011,024
Total participants2009-01-011,024
Number of participants with account balances2009-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN

Measure Date Value
2023 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,947,354
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$8,587,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,455,024
Expenses. Certain deemed distributions of participant loans2023-12-31$26,898
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,937,549
Value of total assets at end of year2023-12-31$21,923,802
Value of total assets at beginning of year2023-12-31$24,563,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$105,243
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$47,589
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$575,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$575,786
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,706,099
Participant contributions at end of year2023-12-31$426,440
Participant contributions at beginning of year2023-12-31$405,265
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$231,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$-2,639,811
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,923,802
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,563,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$39,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,129,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,506,681
Interest on participant loans2023-12-31$18,391
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$29,198
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,367,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,651,667
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,386,430
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,455,024
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLA (CLIFTONLARSONALLEN)
Accountancy firm EIN2023-12-31410746749
2022 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-773,505
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,804,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,665,381
Expenses. Certain deemed distributions of participant loans2022-12-31$398
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,558,290
Value of total assets at end of year2022-12-31$24,563,613
Value of total assets at beginning of year2022-12-31$28,141,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$138,373
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$50,266
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,053,730
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$1,053,730
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,009,519
Participant contributions at end of year2022-12-31$405,265
Participant contributions at beginning of year2022-12-31$448,963
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$548,771
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,577,657
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,563,613
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,141,270
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$104,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,506,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,181,458
Interest on participant loans2022-12-31$17,992
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$32,274
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,651,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,510,849
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,435,791
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,665,381
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$34,092
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLA (CLIFTONLARSONALLEN)
Accountancy firm EIN2022-12-31410746749
2021 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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$6,980,127
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,528,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,359,992
Expenses. Certain deemed distributions of participant loans2021-12-31$2,542
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,100,487
Value of total assets at end of year2021-12-31$28,141,270
Value of total assets at beginning of year2021-12-31$23,689,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$165,865
Total interest from all sources2021-12-31$50,217
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,563,422
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$1,563,422
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,008,722
Participant contributions at end of year2021-12-31$448,962
Participant contributions at beginning of year2021-12-31$297,440
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,091,765
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,893
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$4,451,728
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,141,270
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,689,542
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
Investment advisory and management fees2021-12-31$145,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,181,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,939,804
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$17,280
Interest earned on other investments2021-12-31$32,937
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,510,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,452,298
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,266,001
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,359,992
Contract administrator fees2021-12-31$17,084
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 name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$7,382,821
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,805,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,671,856
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,689,624
Value of total assets at end of year2020-12-31$23,689,542
Value of total assets at beginning of year2020-12-31$19,111,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,270
Total interest from all sources2020-12-31$57,254
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,288,304
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$1,288,304
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,579,658
Participant contributions at end of year2020-12-31$297,440
Participant contributions at beginning of year2020-12-31$168,188
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,109,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,147
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$4,577,695
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,689,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,111,847
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
Investment advisory and management fees2020-12-31$115,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,939,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,007,495
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$11,862
Interest earned on other investments2020-12-31$45,392
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,452,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,936,164
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,347,639
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,671,856
Contract administrator fees2020-12-31$13,179
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$5,042,014
Total income from all sources (including contributions)2019-12-31$5,042,014
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,021,783
Total of all expenses incurred2019-12-31$2,021,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,912,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,912,198
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,769,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,769,793
Value of total assets at end of year2019-12-31$19,111,847
Value of total assets at beginning of year2019-12-31$16,091,616
Value of total assets at beginning of year2019-12-31$16,091,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,585
Total interest from all sources2019-12-31$62,117
Total interest from all sources2019-12-31$62,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$198,048
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$198,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$198,048
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$198,048
Administrative expenses professional fees incurred2019-12-31$991
Administrative expenses professional fees incurred2019-12-31$991
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,389,409
Participant contributions at end of year2019-12-31$168,188
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,400
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$379,400
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$183,180
Assets. Loans (other than to participants) at beginning of year2019-12-31$183,180
Other income not declared elsewhere2019-12-31$331
Other income not declared elsewhere2019-12-31$331
Administrative expenses (other) incurred2019-12-31$1,914
Administrative expenses (other) incurred2019-12-31$1,914
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
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$3,020,231
Value of net income/loss2019-12-31$3,020,231
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,111,847
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,091,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$90,974
Investment advisory and management fees2019-12-31$90,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,007,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,986,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,986,506
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$9,905
Interest on participant loans2019-12-31$9,905
Interest earned on other investments2019-12-31$52,181
Interest earned on other investments2019-12-31$52,181
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$921,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$921,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$921,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$921,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,936,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,011,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,011,725
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$984
Contributions received in cash from employer2019-12-31$984
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,912,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,912,198
Contract administrator fees2019-12-31$15,706
Contract administrator fees2019-12-31$15,706
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSON ALLEN
Accountancy firm name2019-12-31CLIFTONLARSON ALLEN
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,637,484
Total of all expenses incurred2018-12-31$1,698,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,601,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,719,038
Value of total assets at end of year2018-12-31$16,091,616
Value of total assets at beginning of year2018-12-31$16,152,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,763
Total interest from all sources2018-12-31$22,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,102
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,130,679
Participant contributions at end of year2018-12-31$183,180
Participant contributions at beginning of year2018-12-31$184,673
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$588,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-61,164
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,091,616
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,152,780
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
Investment advisory and management fees2018-12-31$53,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,986,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,811,065
Interest on participant loans2018-12-31$9,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$921,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,157,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,157,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,104,430
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,601,885
Contract administrator fees2018-12-31$29,688
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,630,281
Total of all expenses incurred2017-12-31$2,180,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,105,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,784,370
Value of total assets at end of year2017-12-31$16,152,780
Value of total assets at beginning of year2017-12-31$11,702,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,012
Total interest from all sources2017-12-31$6,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,655
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,983,345
Participant contributions at end of year2017-12-31$184,673
Participant contributions at beginning of year2017-12-31$136,306
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,801,025
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$4,450,076
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,152,780
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,702,704
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
Investment advisory and management fees2017-12-31$44,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,811,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,877,611
Interest on participant loans2017-12-31$6,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,157,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$688,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$688,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,838,975
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,105,193
Contract administrator fees2017-12-31$20,697
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,694,594
Total of all expenses incurred2016-12-31$1,810,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,741,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,997,739
Value of total assets at end of year2016-12-31$11,702,704
Value of total assets at beginning of year2016-12-31$10,818,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,611
Total interest from all sources2016-12-31$5,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$13,685
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,774,756
Participant contributions at end of year2016-12-31$136,306
Participant contributions at beginning of year2016-12-31$109,395
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$222,983
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$884,119
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,702,704
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,818,585
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$37,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,877,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,267,608
Interest on participant loans2016-12-31$5,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$688,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$441,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$441,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$691,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,741,864
Contract administrator fees2016-12-31$17,431
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,415,513
Total of all expenses incurred2015-12-31$1,314,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,251,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,585,540
Value of total assets at end of year2015-12-31$10,818,585
Value of total assets at beginning of year2015-12-31$10,717,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,062
Total interest from all sources2015-12-31$3,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$8,302
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$1,503,846
Participant contributions at end of year2015-12-31$109,395
Participant contributions at beginning of year2015-12-31$59,576
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$81,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$100,947
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,818,585
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,717,638
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$38,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,267,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,116,485
Interest on participant loans2015-12-31$3,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$441,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$541,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$541,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-173,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,251,504
Contract administrator fees2015-12-31$16,647
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,158,179
Total of all expenses incurred2014-12-31$2,818,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,748,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,622,976
Value of total assets at end of year2014-12-31$10,717,638
Value of total assets at beginning of year2014-12-31$11,377,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,204
Total interest from all sources2014-12-31$382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$12,984
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,461,583
Participant contributions at end of year2014-12-31$59,576
Participant contributions at beginning of year2014-12-31$53,378
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$161,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-660,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,717,638
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,377,703
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$40,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,116,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,823,055
Interest on participant loans2014-12-31$2,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$541,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$501,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$501,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-2,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$534,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,748,040
Contract administrator fees2014-12-31$16,332
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,541,485
Total of all expenses incurred2013-12-31$1,036,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$973,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,811,831
Value of total assets at end of year2013-12-31$11,377,703
Value of total assets at beginning of year2013-12-31$8,872,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,584
Total interest from all sources2013-12-31$597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$9,929
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$1,705,110
Participant contributions at end of year2013-12-31$53,378
Participant contributions at beginning of year2013-12-31$64,125
Participant contributions at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$106,721
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,504,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,377,703
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,872,930
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$41,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,823,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,435,316
Interest on participant loans2013-12-31$2,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$501,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$373,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$373,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-1,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,729,057
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$973,128
Contract administrator fees2013-12-31$11,887
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,728,351
Total of all expenses incurred2012-12-31$1,298,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,246,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,796,107
Value of total assets at end of year2012-12-31$8,872,930
Value of total assets at beginning of year2012-12-31$7,442,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,658
Total interest from all sources2012-12-31$615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$10,944
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$1,722,229
Participant contributions at end of year2012-12-31$64,125
Participant contributions at beginning of year2012-12-31$59,794
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,878
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,430,059
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,872,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,442,871
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$39,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,435,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,013,300
Interest on participant loans2012-12-31$2,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$373,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$369,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$369,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-1,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$931,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,246,634
Contract administrator fees2012-12-31$1,647
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$684,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,583,527
Total of all expenses incurred2011-12-31$793,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$771,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,726,417
Value of total assets at end of year2011-12-31$7,442,871
Value of total assets at beginning of year2011-12-31$5,968,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,346
Total interest from all sources2011-12-31$2,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,164
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,661,323
Participant contributions at end of year2011-12-31$59,794
Participant contributions at beginning of year2011-12-31$39,675
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$65,094
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$790,275
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,442,871
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,968,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,013,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,631,507
Interest on participant loans2011-12-31$2,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$369,777
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$297,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$297,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-144,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$771,906
Contract administrator fees2011-12-31$2,407
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,963,949
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$383,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$362,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,351,332
Value of total assets at end of year2010-12-31$5,968,269
Value of total assets at beginning of year2010-12-31$4,387,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,403
Total interest from all sources2010-12-31$1,025
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,159
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,350,365
Participant contributions at end of year2010-12-31$39,675
Participant contributions at beginning of year2010-12-31$38,451
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$967
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,580,627
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,968,269
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,387,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,631,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,036,579
Interest on participant loans2010-12-31$1,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$297,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$312,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$312,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$611,592
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$362,919
Contract administrator fees2010-12-31$6,075
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN

2023: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOPE HOSPICE AND COMMUNITY SERVICES INC 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762492-02
Policy instance 1
Insurance contract or identification number762492-02
Number of Individuals Covered81
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762492-02
Policy instance 1
Insurance contract or identification number762492-02
Number of Individuals Covered1047
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63034
Policy instance 1
Insurance contract or identification numberMR 63034
Number of Individuals Covered1062
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63034
Policy instance 1
Insurance contract or identification numberMR 63034
Number of Individuals Covered1056
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63034
Policy instance 1
Insurance contract or identification numberMR 63034
Number of Individuals Covered1035
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

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