401k Plan data: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN plan

HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	003

HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEBREW SENIORLIFE has sponsored the creation of one or more 401k plans.

Company Name: HEBREW SENIORLIFE

Employer identification number (EIN): 900183119

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 ERIN MESSIER DEB LEMMERMAN 2018-10-04
003 2016-01-01 ERIN MESSIER
003 2015-01-01 CHRISTINE GOULD
003 2014-01-01 CHRISTINE GOULD
003 2013-01-01 CHRISTINE GOULD
003 2012-01-01 LORRAINE WITUNSKI

Plan Statistics for HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,741
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,315
Number of retired or separated participants receiving benefits 2022-01-01 31
Number of other retired or separated participants entitled to future benefits 2022-01-01 272
Total of all active and inactive participants 2022-01-01 2,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 7
Total participants 2022-01-01 2,625
Number of participants with account balances 2022-01-01 1,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 111
2021: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,079
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,471
Number of retired or separated participants receiving benefits 2021-01-01 26
Number of other retired or separated participants entitled to future benefits 2021-01-01 239
Total of all active and inactive participants 2021-01-01 2,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 2,741
Number of participants with account balances 2021-01-01 1,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 91
2020: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,975
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,820
Number of retired or separated participants receiving benefits 2020-01-01 25
Number of other retired or separated participants entitled to future benefits 2020-01-01 228
Total of all active and inactive participants 2020-01-01 2,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 2,079
Number of participants with account balances 2020-01-01 1,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 84
2019: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,755
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,755
Number of retired or separated participants receiving benefits 2019-01-01 25
Number of other retired or separated participants entitled to future benefits 2019-01-01 190
Total of all active and inactive participants 2019-01-01 1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 5
Total participants 2019-01-01 1,975
Number of participants with account balances 2019-01-01 1,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 64
2018: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,891
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,548
Number of retired or separated participants receiving benefits 2018-01-01 23
Number of other retired or separated participants entitled to future benefits 2018-01-01 174
Total of all active and inactive participants 2018-01-01 2,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 7
Total participants 2018-01-01 2,752
Number of participants with account balances 2018-01-01 1,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 64
2017: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,970
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,684
Number of retired or separated participants receiving benefits 2017-01-01 19
Number of other retired or separated participants entitled to future benefits 2017-01-01 181
Total of all active and inactive participants 2017-01-01 1,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 7
Total participants 2017-01-01 1,891
Number of participants with account balances 2017-01-01 1,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 67
2016: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,881
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,770
Number of retired or separated participants receiving benefits 2016-01-01 20
Number of other retired or separated participants entitled to future benefits 2016-01-01 172
Total of all active and inactive participants 2016-01-01 1,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 1,966
Number of participants with account balances 2016-01-01 1,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 33
2015: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,994
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,661
Number of retired or separated participants receiving benefits 2015-01-01 20
Number of other retired or separated participants entitled to future benefits 2015-01-01 197
Total of all active and inactive participants 2015-01-01 1,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 1,881
Number of participants with account balances 2015-01-01 1,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 32
2014: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,016
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,780
Number of retired or separated participants receiving benefits 2014-01-01 18
Number of other retired or separated participants entitled to future benefits 2014-01-01 194
Total of all active and inactive participants 2014-01-01 1,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,994
Number of participants with account balances 2014-01-01 1,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21
2013: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,821
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,794
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 222
Total of all active and inactive participants 2013-01-01 2,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,016
Number of participants with account balances 2013-01-01 1,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,730
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,348
Number of retired or separated participants receiving benefits 2012-01-01 9
Number of other retired or separated participants entitled to future benefits 2012-01-01 457
Total of all active and inactive participants 2012-01-01 2,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 2,821
Number of participants with account balances 2012-01-01 1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 26

Measure	Date	Value
2022: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,741
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,315
Number of retired or separated participants receiving benefits	2022-01-01	31
Number of other retired or separated participants entitled to future benefits	2022-01-01	272
Total of all active and inactive participants	2022-01-01	2,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	7
Total participants	2022-01-01	2,625
Number of participants with account balances	2022-01-01	1,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	111
2021: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,079
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,471
Number of retired or separated participants receiving benefits	2021-01-01	26
Number of other retired or separated participants entitled to future benefits	2021-01-01	239
Total of all active and inactive participants	2021-01-01	2,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	2,741
Number of participants with account balances	2021-01-01	1,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	91
2020: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,975
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,820
Number of retired or separated participants receiving benefits	2020-01-01	25
Number of other retired or separated participants entitled to future benefits	2020-01-01	228
Total of all active and inactive participants	2020-01-01	2,073
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	2,079
Number of participants with account balances	2020-01-01	1,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	84
2019: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,755
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,755
Number of retired or separated participants receiving benefits	2019-01-01	25
Number of other retired or separated participants entitled to future benefits	2019-01-01	190
Total of all active and inactive participants	2019-01-01	1,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	5
Total participants	2019-01-01	1,975
Number of participants with account balances	2019-01-01	1,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	64
2018: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,891
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,548
Number of retired or separated participants receiving benefits	2018-01-01	23
Number of other retired or separated participants entitled to future benefits	2018-01-01	174
Total of all active and inactive participants	2018-01-01	2,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	7
Total participants	2018-01-01	2,752
Number of participants with account balances	2018-01-01	1,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	64
2017: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,970
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,684
Number of retired or separated participants receiving benefits	2017-01-01	19
Number of other retired or separated participants entitled to future benefits	2017-01-01	181
Total of all active and inactive participants	2017-01-01	1,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	7
Total participants	2017-01-01	1,891
Number of participants with account balances	2017-01-01	1,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	67
2016: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,881
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,770
Number of retired or separated participants receiving benefits	2016-01-01	20
Number of other retired or separated participants entitled to future benefits	2016-01-01	172
Total of all active and inactive participants	2016-01-01	1,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	1,966
Number of participants with account balances	2016-01-01	1,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	33
2015: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,994
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,661
Number of retired or separated participants receiving benefits	2015-01-01	20
Number of other retired or separated participants entitled to future benefits	2015-01-01	197
Total of all active and inactive participants	2015-01-01	1,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	1,881
Number of participants with account balances	2015-01-01	1,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	32
2014: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,016
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,780
Number of retired or separated participants receiving benefits	2014-01-01	18
Number of other retired or separated participants entitled to future benefits	2014-01-01	194
Total of all active and inactive participants	2014-01-01	1,992
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,994
Number of participants with account balances	2014-01-01	1,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21
2013: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,821
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,794
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	222
Total of all active and inactive participants	2013-01-01	2,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,016
Number of participants with account balances	2013-01-01	1,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,730
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,348
Number of retired or separated participants receiving benefits	2012-01-01	9
Number of other retired or separated participants entitled to future benefits	2012-01-01	457
Total of all active and inactive participants	2012-01-01	2,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	2,821
Number of participants with account balances	2012-01-01	1,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	26

Financial Data on HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,535,934
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,552,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,464,172
Expenses. Certain deemed distributions of participant loans	2022-12-31	$4,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,916,881
Value of total assets at end of year	2022-12-31	$25,485,347
Value of total assets at beginning of year	2022-12-31	$29,573,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$84,023
Total interest from all sources	2022-12-31	$73,421
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$846,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$846,934
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Participant contributions at end of year	2022-12-31	$306,390
Participant contributions at beginning of year	2022-12-31	$315,857
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$132,337
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$161,160
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$61,154
Other income not declared elsewhere	2022-12-31	$-24,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,088,463
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,485,347
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,573,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$26,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$21,754,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,095,564
Interest on participant loans	2022-12-31	$13,564
Interest earned on other investments	2022-12-31	$59,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,233,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,936,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,348,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,855,727
Employer contributions (assets) at end of year	2022-12-31	$58,264
Employer contributions (assets) at beginning of year	2022-12-31	$64,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,464,172
Contract administrator fees	2022-12-31	$57,862
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$4,959,289
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,242,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,162,304
Expenses. Certain deemed distributions of participant loans	2021-12-31	$5,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,844,766
Value of total assets at end of year	2021-12-31	$29,573,810
Value of total assets at beginning of year	2021-12-31	$25,856,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$74,285
Total interest from all sources	2021-12-31	$66,773
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$912,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$912,722
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$315,857
Participant contributions at beginning of year	2021-12-31	$235,465
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$161,160
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$121,601
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$53,178
Other income not declared elsewhere	2021-12-31	$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,716,871
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,573,810
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,856,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$10,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,095,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$22,430,690
Interest on participant loans	2021-12-31	$12,150
Interest earned on other investments	2021-12-31	$54,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,936,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,001,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,134,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,791,588
Employer contributions (assets) at end of year	2021-12-31	$64,432
Employer contributions (assets) at beginning of year	2021-12-31	$67,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,162,304
Contract administrator fees	2021-12-31	$63,585
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$5,292,783
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,418,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,369,026
Expenses. Certain deemed distributions of participant loans	2020-12-31	$611
Value of total corrective distributions	2020-12-31	$2,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,037,228
Value of total assets at end of year	2020-12-31	$25,856,939
Value of total assets at beginning of year	2020-12-31	$21,982,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,213
Total interest from all sources	2020-12-31	$80,215
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$759,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$759,563
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$7,066
Participant contributions at end of year	2020-12-31	$235,465
Participant contributions at beginning of year	2020-12-31	$201,020
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$121,601
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$110,133
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$235,821
Other income not declared elsewhere	2020-12-31	$19,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,874,237
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,856,939
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$21,982,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$22,430,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$18,828,005
Interest on participant loans	2020-12-31	$10,724
Interest earned on other investments	2020-12-31	$69,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,001,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,843,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,396,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,794,341
Employer contributions (assets) at end of year	2020-12-31	$67,246
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,369,026
Contract administrator fees	2020-12-31	$46,213
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$5,201,354
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,160,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,089,086
Expenses. Certain deemed distributions of participant loans	2019-12-31	$17,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,787,883
Value of total assets at end of year	2019-12-31	$21,982,702
Value of total assets at beginning of year	2019-12-31	$17,942,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,217
Total interest from all sources	2019-12-31	$89,686
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$492,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$492,185
Administrative expenses professional fees incurred	2019-12-31	$10,175
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$169,574
Participant contributions at end of year	2019-12-31	$201,020
Participant contributions at beginning of year	2019-12-31	$229,686
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$110,133
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$101,019
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,011
Other income not declared elsewhere	2019-12-31	$16,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,040,451
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,982,702
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$17,942,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$63
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$18,828,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,633,034
Interest on participant loans	2019-12-31	$12,247
Interest earned on other investments	2019-12-31	$77,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,843,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,978,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,814,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,594,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,089,086
Contract administrator fees	2019-12-31	$43,979
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,353,965
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,273,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,172,064
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,232
Value of total corrective distributions	2018-12-31	$6,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,131,805
Value of total assets at end of year	2018-12-31	$17,942,251
Value of total assets at beginning of year	2018-12-31	$17,862,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$86,465
Total interest from all sources	2018-12-31	$84,035
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$547,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$547,300
Administrative expenses professional fees incurred	2018-12-31	$43,245
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$152,729
Participant contributions at end of year	2018-12-31	$229,686
Participant contributions at beginning of year	2018-12-31	$245,439
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$101,019
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$95,698
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$487,224
Other income not declared elsewhere	2018-12-31	$12,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$80,203
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$17,942,251
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,862,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$156
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,633,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,546,277
Interest on participant loans	2018-12-31	$11,572
Interest earned on other investments	2018-12-31	$72,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,978,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,974,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,421,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,491,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,172,064
Contract administrator fees	2018-12-31	$43,064
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,770,686
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,253,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,177,496
Expenses. Certain deemed distributions of participant loans	2017-12-31	$16,945
Value of total corrective distributions	2017-12-31	$5,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,550,461
Value of total assets at end of year	2017-12-31	$17,862,048
Value of total assets at beginning of year	2017-12-31	$15,344,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,430
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$70,353
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$474,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$474,649
Administrative expenses professional fees incurred	2017-12-31	$14,162
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$128,199
Participant contributions at end of year	2017-12-31	$245,439
Participant contributions at beginning of year	2017-12-31	$255,273
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$95,698
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$88,252
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$12,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$2,517,420
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,862,048
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,344,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$62
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,546,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,061,000
Interest on participant loans	2017-12-31	$10,230
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$60,123
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
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 year	2017-12-31	$2,974,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,940,103
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,662,723
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,422,262
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,177,496
Contract administrator fees	2017-12-31	$39,206
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,493,398
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$825,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$763,854
Expenses. Certain deemed distributions of participant loans	2016-12-31	$993
Value of total corrective distributions	2016-12-31	$7,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,456,083
Value of total assets at end of year	2016-12-31	$15,344,628
Value of total assets at beginning of year	2016-12-31	$13,676,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$53,495
Total interest from all sources	2016-12-31	$67,152
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$317,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$317,507
Administrative expenses professional fees incurred	2016-12-31	$8,050
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$125,864
Participant contributions at end of year	2016-12-31	$255,273
Participant contributions at beginning of year	2016-12-31	$237,554
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$88,252
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$86,884
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,772
Other income not declared elsewhere	2016-12-31	$17,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,667,910
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,344,628
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$13,676,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$10,264
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$12,061,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,372,866
Interest on participant loans	2016-12-31	$10,226
Interest earned on other investments	2016-12-31	$56,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,940,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,979,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$634,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,328,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$763,854
Contract administrator fees	2016-12-31	$35,181
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,362,002
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$731,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$659,045
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,353,858
Value of total assets at end of year	2015-12-31	$13,676,718
Value of total assets at beginning of year	2015-12-31	$13,046,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$60,755
Total interest from all sources	2015-12-31	$68,700
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$388,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$388,153
Administrative expenses professional fees incurred	2015-12-31	$9,300
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$104,814
Participant contributions at end of year	2015-12-31	$237,554
Participant contributions at beginning of year	2015-12-31	$186,444
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$86,884
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$89,478
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$4,752
Other income not declared elsewhere	2015-12-31	$22,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$630,593
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$13,676,718
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,046,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$14,708
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,372,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,750,894
Interest on participant loans	2015-12-31	$8,402
Interest earned on other investments	2015-12-31	$60,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,979,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,019,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-471,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,244,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$659,045
Contract administrator fees	2015-12-31	$36,747
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,903,337
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$682,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$619,776
Expenses. Certain deemed distributions of participant loans	2014-12-31	$8,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,135,598
Value of total assets at end of year	2014-12-31	$13,046,125
Value of total assets at beginning of year	2014-12-31	$11,825,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$53,911
Total interest from all sources	2014-12-31	$96,611
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$283,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$283,448
Administrative expenses professional fees incurred	2014-12-31	$9,800
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$87,450
Participant contributions at end of year	2014-12-31	$186,444
Participant contributions at beginning of year	2014-12-31	$154,694
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$89,478
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$35,818
Other income not declared elsewhere	2014-12-31	$21,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,220,885
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,046,125
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,825,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$8,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,750,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,474,009
Interest on participant loans	2014-12-31	$6,676
Interest earned on other investments	2014-12-31	$89,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,019,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,196,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$366,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,012,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$619,776
Contract administrator fees	2014-12-31	$35,361
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,699,345
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,587,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,550,324
Expenses. Certain deemed distributions of participant loans	2013-12-31	$7,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,231,056
Value of total assets at end of year	2013-12-31	$11,825,240
Value of total assets at beginning of year	2013-12-31	$10,712,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,065
Total interest from all sources	2013-12-31	$14,222
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$267,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$267,240
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$77,556
Participant contributions at end of year	2013-12-31	$154,694
Participant contributions at beginning of year	2013-12-31	$168,203
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$115,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,112,322
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,825,240
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,712,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,474,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,250,631
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,264,153
Interest on participant loans	2013-12-31	$6,385
Interest earned on other investments	2013-12-31	$7,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,196,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$22,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,234,585
Net investment gain/loss from pooled separate accounts	2013-12-31	$-47,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,037,633
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$7,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,550,324
Contract administrator fees	2013-12-31	$29,065
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,964,673
Total of all expenses incurred	2012-12-31	$635,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$611,114
Expenses. Certain deemed distributions of participant loans	2012-12-31	$113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,008,208
Value of total assets at end of year	2012-12-31	$10,712,918
Value of total assets at beginning of year	2012-12-31	$9,383,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,934
Total interest from all sources	2012-12-31	$6,957
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$162,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$162,918
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$67,211
Participant contributions at end of year	2012-12-31	$168,203
Participant contributions at beginning of year	2012-12-31	$152,153
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$35,381
Administrative expenses (other) incurred	2012-12-31	$23,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,329,512
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,712,918
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,383,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,250,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,140,364
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,264,153
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,016,774
Interest on participant loans	2012-12-31	$6,850
Interest earned on other investments	2012-12-31	$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$22,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$70,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$642,532
Net investment gain/loss from pooled separate accounts	2012-12-31	$144,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$905,616
Employer contributions (assets) at end of year	2012-12-31	$7,406
Employer contributions (assets) at beginning of year	2012-12-31	$3,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$611,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2012-12-31	043499945

Form 5500 Responses for HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN

2022: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEBREW SENIORLIFE 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721 087

Policy instance

Insurance contract or identification number	893721 087
Number of Individuals Covered	432
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721 087

Policy instance

Insurance contract or identification number	893721 087
Number of Individuals Covered	454
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721 087

Policy instance

Insurance contract or identification number	893721 087
Number of Individuals Covered	479
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721 087

Policy instance

Insurance contract or identification number	893721 087
Number of Individuals Covered	499
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	513
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	189
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	546
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	194
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	665
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	210
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	730
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	215
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893720-087

Policy instance

Insurance contract or identification number	893720-087
Number of Individuals Covered	864
Insurance policy start date	2013-12-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080223

Policy instance

Insurance contract or identification number	TT080223
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893721-087

Policy instance

Insurance contract or identification number	893721-087
Number of Individuals Covered	200
Insurance policy start date	2013-12-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

TT080223

Policy instance

Insurance contract or identification number	TT080223
Number of Individuals Covered	1615
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HEBREW SENIORLIFE
Employer identification number (EIN):	900183119
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities