401k Plan data: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN plan

SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 401k Plan overview

Plan Name	SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN
Plan identification number	505

SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

SUN HEALTH SENIOR LIVING, LLP has sponsored the creation of one or more 401k plans.

Company Name: SUN HEALTH SENIOR LIVING, LLP

Employer identification number (EIN): 753006564

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2017-07-01 SHARON GRAMBOW 2019-04-02
505 2016-07-01
505 2015-07-01 SHARON GRAMBOW SHARON GRAMBOW 2017-04-04
505 2014-07-01 SHARON GRAMBOW
505 2013-07-01 SHARON GRAMBOW
505 2012-09-01 SHARON GRAMBOW
505 2011-09-01 SHARON GRAMBOW
505 2010-09-01 SHARON GRAMBOW
505 2009-09-01 SHARON GRAMBOW
505 2009-09-01 SHARON GRAMBOW 2011-02-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
505	2017-07-01	SHARON GRAMBOW	2019-04-02
505	2016-07-01
505	2015-07-01	SHARON GRAMBOW		SHARON GRAMBOW	2017-04-04
505	2014-07-01	SHARON GRAMBOW
505	2013-07-01	SHARON GRAMBOW
505	2012-09-01	SHARON GRAMBOW
505	2011-09-01	SHARON GRAMBOW
505	2010-09-01	SHARON GRAMBOW
505	2009-09-01	SHARON GRAMBOW
505	2009-09-01			SHARON GRAMBOW	2011-02-21

Plan Statistics for SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN

401k plan membership statisitcs for SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN

Measure Date Value
2017: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 544
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 359
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 359
2016: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 762
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 544
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 544
2015: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 745
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 762
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 762
2014: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 716
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 745
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 745
2013: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 665
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 716
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 716
2012: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 606
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 665
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 665
2011: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 625
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 606
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 0
Total of all active and inactive participants 2011-09-01 606
2010: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 648
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 625
Number of retired or separated participants receiving benefits 2010-09-01 0
Number of other retired or separated participants entitled to future benefits 2010-09-01 0
Total of all active and inactive participants 2010-09-01 625
2009: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 631
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 648
Total of all active and inactive participants 2009-09-01 648

Measure	Date	Value
2017: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	544
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	359
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	359
2016: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	762
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	544
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	544
2015: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	745
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	762
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	762
2014: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	716
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	745
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	745
2013: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	665
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	716
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	716
2012: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	606
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	665
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	665
2011: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	625
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	606
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	0
Total of all active and inactive participants	2011-09-01	606
2010: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	648
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	625
Number of retired or separated participants receiving benefits	2010-09-01	0
Number of other retired or separated participants entitled to future benefits	2010-09-01	0
Total of all active and inactive participants	2010-09-01	625
2009: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	631
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	648
Total of all active and inactive participants	2009-09-01	648

Form 5500 Responses for SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN

2017: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2011: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2010: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2009: SUN HEALTH SENIOR LIVING, LLP WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )

Policy contract number

847018

Policy instance

Insurance contract or identification number	847018
Number of Individuals Covered	359
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $15,593
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $138,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SUN HEALTH SENIOR LIVING, LLP
Employer identification number (EIN):	753006564
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities