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EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 401k Plan overview

Plan NameEPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN
Plan identification number 001

EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS has sponsored the creation of one or more 401k plans.

Company Name:EPISCOPAL COMMUNITIES AND SERVICES FOR SENIORS
Employer identification number (EIN):951642373
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STACIE OCAMPO2023-10-16
0012021-01-01STACIE OCAMPO2022-10-17
0012020-01-01STACIE OCAMPO2021-10-15
0012019-01-01STACIE OCAMPO2020-10-15
0012018-01-01STACIE OCAMPO2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01STACIE OCAMPO
0012014-01-01STACIE OCAMPO
0012013-01-01STACIE OCAMPO
0012012-01-01STACIE OCAMPO
0012011-01-01STACIE OCAMPO
0012010-01-01STACIE OCAMPO
0012009-01-01STACIE OCAMPO

Plan Statistics for EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN

401k plan membership statisitcs for EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN

Measure Date Value
2022: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01983
Total number of active participants reported on line 7a of the Form 55002022-01-01445
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01563
Total of all active and inactive participants2022-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,008
Number of participants with account balances2022-01-011,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01980
Total number of active participants reported on line 7a of the Form 55002021-01-01428
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01548
Total of all active and inactive participants2021-01-01976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01976
Number of participants with account balances2021-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0180
2020: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01900
Total number of active participants reported on line 7a of the Form 55002020-01-01508
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01498
Total of all active and inactive participants2020-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,006
Number of participants with account balances2020-01-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0147
2019: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01830
Total number of active participants reported on line 7a of the Form 55002019-01-01468
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01429
Total of all active and inactive participants2019-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01897
Number of participants with account balances2019-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0167
2018: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01743
Total number of active participants reported on line 7a of the Form 55002018-01-01433
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01386
Total of all active and inactive participants2018-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01819
Number of participants with account balances2018-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0168
2017: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01673
Total number of active participants reported on line 7a of the Form 55002017-01-01415
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01332
Total of all active and inactive participants2017-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01747
Number of participants with account balances2017-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01784
Total number of active participants reported on line 7a of the Form 55002016-01-01415
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01256
Total of all active and inactive participants2016-01-01680
Total participants2016-01-01680
Number of participants with account balances2016-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01507
Total number of active participants reported on line 7a of the Form 55002015-01-01552
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01227
Total of all active and inactive participants2015-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01779
Number of participants with account balances2015-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01487
Total number of active participants reported on line 7a of the Form 55002014-01-01303
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01199
Total of all active and inactive participants2014-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01502
Number of participants with account balances2014-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01452
Total number of active participants reported on line 7a of the Form 55002013-01-01297
Number of other retired or separated participants entitled to future benefits2013-01-01185
Total of all active and inactive participants2013-01-01482
Total participants2013-01-01482
Number of participants with account balances2013-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01551
Total number of active participants reported on line 7a of the Form 55002012-01-01240
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01177
Total of all active and inactive participants2012-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01417
Number of participants with account balances2012-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01567
Total number of active participants reported on line 7a of the Form 55002011-01-01250
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01294
Total of all active and inactive participants2011-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01544
Number of participants with account balances2011-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0128
2010: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01516
Total number of active participants reported on line 7a of the Form 55002010-01-01429
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01130
Total of all active and inactive participants2010-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01560
Number of participants with account balances2010-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01464
Total number of active participants reported on line 7a of the Form 55002009-01-01423
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0187
Total of all active and inactive participants2009-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01511
Number of participants with account balances2009-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN

Measure Date Value
2022 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-721,696
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,682,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,594,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,420,228
Value of total assets at end of year2022-12-31$17,549,286
Value of total assets at beginning of year2022-12-31$19,953,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,565
Total interest from all sources2022-12-31$18,245
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$397,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$397,028
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,303,115
Participant contributions at end of year2022-12-31$426,764
Participant contributions at beginning of year2022-12-31$452,895
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,616
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other income not declared elsewhere2022-12-31$49,977
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,403,933
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,549,286
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,953,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,755,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,315,749
Interest on participant loans2022-12-31$18,245
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,366,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,184,575
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,607,174
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,092,497
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,594,672
Contract administrator fees2022-12-31$87,565
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,423,684
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,769,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,634,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,452,389
Value of total assets at end of year2021-12-31$19,953,219
Value of total assets at beginning of year2021-12-31$17,298,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,007
Total interest from all sources2021-12-31$29,264
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,310,290
Participant contributions at end of year2021-12-31$452,895
Participant contributions at beginning of year2021-12-31$469,378
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$2,654,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,953,219
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,298,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$18,315,749
Value of interest in pooled separate accounts at beginning of year2021-12-31$15,856,109
Interest on participant loans2021-12-31$19,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,184,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$973,411
Net investment gain/loss from pooled separate accounts2021-12-31$1,942,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,128,942
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,634,356
Contract administrator fees2021-12-31$135,007
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,276,477
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$507,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$404,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,300,452
Value of total assets at end of year2020-12-31$17,298,898
Value of total assets at beginning of year2020-12-31$13,529,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,723
Total interest from all sources2020-12-31$27,254
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,230,680
Participant contributions at end of year2020-12-31$469,378
Participant contributions at beginning of year2020-12-31$382,484
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,769,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,298,898
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,529,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$15,856,109
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,405,778
Interest on participant loans2020-12-31$20,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$973,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$717,795
Net investment gain/loss from pooled separate accounts2020-12-31$1,948,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,062,297
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$23,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$404,638
Contract administrator fees2020-12-31$102,723
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,913,789
Total income from all sources (including contributions)2019-12-31$3,913,789
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,060,209
Total of all expenses incurred2019-12-31$1,060,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,011,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,011,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,867,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,867,173
Value of total assets at end of year2019-12-31$13,529,782
Value of total assets at end of year2019-12-31$13,529,782
Value of total assets at beginning of year2019-12-31$10,676,202
Value of total assets at beginning of year2019-12-31$10,676,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,632
Total interest from all sources2019-12-31$26,070
Total interest from all sources2019-12-31$26,070
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$988,467
Contributions received from participants2019-12-31$988,467
Participant contributions at end of year2019-12-31$382,484
Participant contributions at end of year2019-12-31$382,484
Participant contributions at beginning of year2019-12-31$415,442
Participant contributions at beginning of year2019-12-31$415,442
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$29,614
Participant contributions at beginning of year2019-12-31$29,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,853,580
Value of net income/loss2019-12-31$2,853,580
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,529,782
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,529,782
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,676,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,676,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,405,778
Value of interest in pooled separate accounts at end of year2019-12-31$12,405,778
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,745,762
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,745,762
Interest on participant loans2019-12-31$20,589
Interest on participant loans2019-12-31$20,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$717,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$717,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$430,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$430,520
Net investment gain/loss from pooled separate accounts2019-12-31$2,020,546
Net investment gain/loss from pooled separate accounts2019-12-31$2,020,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$878,706
Contributions received in cash from employer2019-12-31$878,706
Employer contributions (assets) at end of year2019-12-31$23,725
Employer contributions (assets) at end of year2019-12-31$23,725
Employer contributions (assets) at beginning of year2019-12-31$54,864
Employer contributions (assets) at beginning of year2019-12-31$54,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,011,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,011,577
Contract administrator fees2019-12-31$48,632
Contract administrator fees2019-12-31$48,632
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,074,413
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$831,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$816,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,681,345
Value of total assets at end of year2018-12-31$10,676,202
Value of total assets at beginning of year2018-12-31$10,433,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,486
Total interest from all sources2018-12-31$18,160
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$871,194
Participant contributions at end of year2018-12-31$415,442
Participant contributions at beginning of year2018-12-31$361,183
Participant contributions at end of year2018-12-31$29,614
Participant contributions at beginning of year2018-12-31$20,377
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$243,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,676,202
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,433,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$9,745,762
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,652,972
Interest on participant loans2018-12-31$18,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$430,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$353,432
Net investment gain/loss from pooled separate accounts2018-12-31$-625,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$798,069
Employer contributions (assets) at end of year2018-12-31$54,864
Employer contributions (assets) at beginning of year2018-12-31$45,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$816,909
Contract administrator fees2018-12-31$14,486
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,536,195
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$790,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$768,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,256,155
Value of total assets at end of year2017-12-31$10,433,184
Value of total assets at beginning of year2017-12-31$8,687,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,091
Total interest from all sources2017-12-31$15,453
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$22,091
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$602,156
Participant contributions at end of year2017-12-31$361,183
Participant contributions at beginning of year2017-12-31$377,070
Participant contributions at end of year2017-12-31$20,377
Participant contributions at beginning of year2017-12-31$17,697
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,745,618
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,433,184
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,687,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,652,972
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,000,929
Interest on participant loans2017-12-31$15,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$353,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$249,404
Net investment gain/loss from pooled separate accounts2017-12-31$1,264,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$647,011
Employer contributions (assets) at end of year2017-12-31$45,220
Employer contributions (assets) at beginning of year2017-12-31$42,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$768,486
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,619,264
Total of all expenses incurred2016-12-31$1,219,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,204,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,092,429
Value of total assets at end of year2016-12-31$8,687,566
Value of total assets at beginning of year2016-12-31$8,287,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,964
Total interest from all sources2016-12-31$18,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,625
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$511,076
Participant contributions at end of year2016-12-31$377,070
Participant contributions at beginning of year2016-12-31$365,230
Participant contributions at end of year2016-12-31$17,697
Participant contributions at beginning of year2016-12-31$26,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$399,846
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,687,566
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,287,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,860,188
Value of interest in pooled separate accounts at end of year2016-12-31$8,000,929
Interest on participant loans2016-12-31$17,497
Interest earned on other investments2016-12-31$1,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$249,404
Net investment gain/loss from pooled separate accounts2016-12-31$507,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$581,353
Employer contributions (assets) at end of year2016-12-31$42,466
Employer contributions (assets) at beginning of year2016-12-31$35,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,204,454
Contract administrator fees2016-12-31$11,339
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,103,182
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$636,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$627,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,142,741
Value of total assets at end of year2015-12-31$8,287,720
Value of total assets at beginning of year2015-12-31$7,821,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,717
Total interest from all sources2015-12-31$16,272
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$585,490
Participant contributions at end of year2015-12-31$365,230
Participant contributions at beginning of year2015-12-31$315,689
Participant contributions at end of year2015-12-31$26,931
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$466,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,287,720
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,821,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,860,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,501,920
Interest on participant loans2015-12-31$13,716
Interest earned on other investments2015-12-31$2,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,910
Net investment gain/loss from pooled separate accounts2015-12-31$-55,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$552,609
Employer contributions (assets) at end of year2015-12-31$35,371
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$627,264
Contract administrator fees2015-12-31$9,717
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARTIN WERBELOW,LLP
Accountancy firm EIN2015-12-31951720829
2014 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,500
Total income from all sources (including contributions)2014-12-31$1,357,092
Total of all expenses incurred2014-12-31$639,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$629,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,040,945
Value of total assets at end of year2014-12-31$7,821,519
Value of total assets at beginning of year2014-12-31$7,105,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,518
Total interest from all sources2014-12-31$11,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,075
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$501,041
Participant contributions at end of year2014-12-31$315,689
Participant contributions at beginning of year2014-12-31$210,934
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,250
Other income not declared elsewhere2014-12-31$-681
Liabilities. Value of operating payables at beginning of year2014-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$717,697
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,821,519
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,103,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,501,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,892,694
Interest on participant loans2014-12-31$11,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$305,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$505,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$629,877
Contract administrator fees2014-12-31$8,443
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARTIN WERBELOW,LLP
Accountancy firm EIN2014-12-31951720829
2013 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,500
Total income from all sources (including contributions)2013-12-31$1,887,117
Total of all expenses incurred2013-12-31$507,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$487,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$924,206
Value of total assets at end of year2013-12-31$7,105,322
Value of total assets at beginning of year2013-12-31$5,724,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,420
Total interest from all sources2013-12-31$7,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$420,155
Participant contributions at end of year2013-12-31$210,934
Participant contributions at beginning of year2013-12-31$165,132
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,507
Liabilities. Value of operating payables at end of year2013-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,379,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,103,822
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,724,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,892,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,548,263
Interest on participant loans2013-12-31$7,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$954,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$463,544
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$10,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$487,891
Contract administrator fees2013-12-31$19,420
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARTIN WERBELOW,LLP
Accountancy firm EIN2013-12-31951720829
2012 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,440,716
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,428,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,413,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$785,416
Value of total assets at end of year2012-12-31$5,724,016
Value of total assets at beginning of year2012-12-31$5,711,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,221
Total interest from all sources2012-12-31$7,681
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$362,714
Participant contributions at end of year2012-12-31$165,132
Participant contributions at beginning of year2012-12-31$257,795
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,623
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,249
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,724,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,711,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,548,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,413,474
Interest on participant loans2012-12-31$7,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$647,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$407,725
Employer contributions (assets) at end of year2012-12-31$10,621
Employer contributions (assets) at beginning of year2012-12-31$26,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,413,246
Contract administrator fees2012-12-31$15,221
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARTIN WERBELOW,LLP
Accountancy firm EIN2012-12-31951720829
2011 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$948,428
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$917,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$899,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,073,806
Value of total assets at end of year2011-12-31$5,711,767
Value of total assets at beginning of year2011-12-31$5,681,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,230
Total interest from all sources2011-12-31$13,070
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$468,450
Participant contributions at end of year2011-12-31$257,795
Participant contributions at beginning of year2011-12-31$261,303
Participant contributions at end of year2011-12-31$8,623
Participant contributions at beginning of year2011-12-31$15
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,456
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,711,767
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,681,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,413,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,402,512
Interest on participant loans2011-12-31$13,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,476
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-138,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$586,760
Employer contributions (assets) at end of year2011-12-31$26,399
Employer contributions (assets) at beginning of year2011-12-31$16,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$899,742
Contract administrator fees2011-12-31$18,230
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARTIN WERBELOW,LLP
Accountancy firm EIN2011-12-31951720829
2010 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,620,592
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$337,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$999,133
Value of total assets at end of year2010-12-31$5,681,311
Value of total assets at beginning of year2010-12-31$4,398,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,283
Total interest from all sources2010-12-31$11,541
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$432,375
Participant contributions at end of year2010-12-31$261,303
Participant contributions at beginning of year2010-12-31$190,452
Participant contributions at end of year2010-12-31$15
Participant contributions at beginning of year2010-12-31$29
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,283,296
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,681,311
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,398,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$726
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,402,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,151,239
Interest on participant loans2010-12-31$11,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$30,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$30,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$609,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$542,223
Employer contributions (assets) at end of year2010-12-31$16,499
Employer contributions (assets) at beginning of year2010-12-31$25,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,013
Contract administrator fees2010-12-31$31,557
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARTIN WERBELOW LLP
Accountancy firm EIN2010-12-31951720829
2009 : EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN

2022: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered1003
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,045
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8045
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered973
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,196
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9196
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered964
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,028
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7028
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered880
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,433
Total amount of fees paid to insurance companyUSD $5,860
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,433
Insurance broker organization code?3
Amount paid for insurance broker fees5860
Additional information about fees paid to insurance brokerTPA COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered806
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,170
Total amount of fees paid to insurance companyUSD $5,175
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,170
Insurance broker organization code?3
Amount paid for insurance broker fees5175
Additional information about fees paid to insurance brokerTPA COMPENSATION
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762-000
Policy instance 1
Insurance contract or identification number601762-000
Number of Individuals Covered734
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29,289
Total amount of fees paid to insurance companyUSD $4,627
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,289
Insurance broker organization code?3
Amount paid for insurance broker fees4215
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameACTUARIAL BENEFITS CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92528
Policy instance 1
Insurance contract or identification number92528
Number of Individuals Covered552
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,039
Total amount of fees paid to insurance companyUSD $1,330
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,039
Insurance broker organization code?4
Amount paid for insurance broker fees1330
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS
Insurance broker nameQBI, LLC (SPS, INC.)
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601762
Policy instance 2
Insurance contract or identification number601762
Number of Individuals Covered552
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $43,135
Total amount of fees paid to insurance companyUSD $14,505
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,135
Insurance broker organization code?3
Amount paid for insurance broker fees14505
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameQBI LLC. (SPS, INC.)
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered499
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,211
Total amount of fees paid to insurance companyUSD $3,836
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,211
Insurance broker organization code?4
Amount paid for insurance broker fees3836
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameSTRATEGIC PENSION SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92528
Policy instance 1
Insurance contract or identification number92528
Number of Individuals Covered482
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,167
Total amount of fees paid to insurance companyUSD $3,160
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,167
Insurance broker organization code?4
Amount paid for insurance broker fees3160
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS
Insurance broker nameSTRATEGIC PENSION SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92528
Policy instance 1
Insurance contract or identification number92528
Number of Individuals Covered417
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,335
Total amount of fees paid to insurance companyUSD $2,813
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,335
Insurance broker organization code?4
Amount paid for insurance broker fees2813
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE, SUBSCRIPTIONS, WEBINARS, DISTRIBUTION REFERRAL
Insurance broker nameSTRATEGIC PENSION SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92528
Policy instance 1
Insurance contract or identification number92528
Number of Individuals Covered544
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,367
Total amount of fees paid to insurance companyUSD $3,008
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number92528
Policy instance 1
Insurance contract or identification number92528
Number of Individuals Covered556
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,131
Total amount of fees paid to insurance companyUSD $21,352
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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