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BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameBEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN
Plan identification number 002

BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BEVERLY HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:BEVERLY HOSPITAL
Employer identification number (EIN):951816005
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01LARRY PUGH
0022015-01-01LARRY PUGH
0022014-01-01LARRY PUGH
0022013-01-01LARRY PUGH
0022012-01-01LARRY PUGH
0022011-01-01MICHAEL ALMANZOR
0022009-01-01MICHAEL A. ALMANZOR

Plan Statistics for BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01202
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01333
Number of participants with account balances2022-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01363
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-0119
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01342
Number of participants with account balances2021-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01387
Total number of active participants reported on line 7a of the Form 55002020-01-01222
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01363
Number of participants with account balances2020-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01409
Total number of active participants reported on line 7a of the Form 55002019-01-01241
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01122
Total of all active and inactive participants2019-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01387
Number of participants with account balances2019-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total number of active participants reported on line 7a of the Form 55002018-01-01256
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01409
Number of participants with account balances2018-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01444
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-01133
Total of all active and inactive participants2017-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01424
Number of participants with account balances2017-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01479
Total number of active participants reported on line 7a of the Form 55002016-01-01276
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-01146
Total of all active and inactive participants2016-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01444
Number of participants with account balances2016-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01596
Total number of active participants reported on line 7a of the Form 55002015-01-01289
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01166
Total of all active and inactive participants2015-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01479
Number of participants with account balances2015-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01670
Total number of active participants reported on line 7a of the Form 55002014-01-01305
Number of retired or separated participants receiving benefits2014-01-0122
Number of other retired or separated participants entitled to future benefits2014-01-01267
Total of all active and inactive participants2014-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01596
Number of participants with account balances2014-01-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01710
Total number of active participants reported on line 7a of the Form 55002013-01-01505
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-01148
Total of all active and inactive participants2013-01-01668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01670
Number of participants with account balances2013-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01745
Total number of active participants reported on line 7a of the Form 55002012-01-01529
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01166
Total of all active and inactive participants2012-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01710
Number of participants with account balances2012-01-01710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01779
Total number of active participants reported on line 7a of the Form 55002011-01-01549
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-01179
Total of all active and inactive participants2011-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01745
Number of participants with account balances2011-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01866
Total number of active participants reported on line 7a of the Form 55002009-01-01601
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01208
Total of all active and inactive participants2009-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01817
Number of participants with account balances2009-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2022 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,012,670
Total of all expenses incurred2022-12-31$796,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$704,146
Value of total assets at end of year2022-12-31$16,772,549
Value of total assets at beginning of year2022-12-31$19,582,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,847
Total interest from all sources2022-12-31$215,052
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$151,794
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$151,794
Administrative expenses professional fees incurred2022-12-31$12,000
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
Administrative expenses (other) incurred2022-12-31$32,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,809,663
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,772,549
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,582,212
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$48,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,023,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,910,834
Interest earned on other investments2022-12-31$215,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,749,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,671,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,379,516
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$704,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,546,909
Total of all expenses incurred2021-12-31$1,221,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,087,191
Value of total assets at end of year2021-12-31$19,582,212
Value of total assets at beginning of year2021-12-31$18,256,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,426
Total interest from all sources2021-12-31$250,634
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$160,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$160,106
Administrative expenses professional fees incurred2021-12-31$10,500
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
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$17,643
Other income not declared elsewhere2021-12-31$-3,832
Administrative expenses (other) incurred2021-12-31$108,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,325,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,582,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,256,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,475
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,910,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,207,315
Interest earned on other investments2021-12-31$250,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,671,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,031,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,140,001
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,087,191
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2021-12-31954345526
2020 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,620,461
Total of all expenses incurred2020-12-31$1,657,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,573,114
Value of total assets at end of year2020-12-31$18,256,920
Value of total assets at beginning of year2020-12-31$18,294,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,596
Total interest from all sources2020-12-31$11,013
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$174,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$174,749
Administrative expenses professional fees incurred2020-12-31$10,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$17,643
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$24,061
Other income not declared elsewhere2020-12-31$-6,418
Administrative expenses (other) incurred2020-12-31$48,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-37,249
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,256,920
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,294,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$25,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,207,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,053,802
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,128,567
Interest earned on other investments2020-12-31$11,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,031,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$87,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,223,918
Net investment gain/loss from pooled separate accounts2020-12-31$217,199
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,573,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2020-12-31954345526
2019 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,555,530
Total income from all sources (including contributions)2019-12-31$2,555,530
Total of all expenses incurred2019-12-31$1,260,637
Total of all expenses incurred2019-12-31$1,260,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,176,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,176,705
Value of total assets at end of year2019-12-31$18,294,169
Value of total assets at end of year2019-12-31$18,294,169
Value of total assets at beginning of year2019-12-31$16,999,276
Value of total assets at beginning of year2019-12-31$16,999,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,932
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$192,649
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$192,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$192,649
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$192,649
Administrative expenses professional fees incurred2019-12-31$10,000
Administrative expenses professional fees incurred2019-12-31$10,000
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,061
Assets. Other investments not covered elsewhere at end of year2019-12-31$24,061
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$39,462
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$39,462
Other income not declared elsewhere2019-12-31$-15,401
Other income not declared elsewhere2019-12-31$-15,401
Administrative expenses (other) incurred2019-12-31$47,334
Administrative expenses (other) incurred2019-12-31$47,334
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$1,294,893
Value of net income/loss2019-12-31$1,294,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,294,169
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,294,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,999,276
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,999,276
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
Investment advisory and management fees2019-12-31$26,598
Investment advisory and management fees2019-12-31$26,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,053,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,053,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,463,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,463,519
Value of interest in pooled separate accounts at end of year2019-12-31$8,128,567
Value of interest in pooled separate accounts at end of year2019-12-31$8,128,567
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,412,549
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,412,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$87,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$87,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,138,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,138,283
Net investment gain/loss from pooled separate accounts2019-12-31$239,999
Net investment gain/loss from pooled separate accounts2019-12-31$239,999
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,176,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,176,705
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm name2019-12-31HOLTHOUSE CARLIN & VAN TRIGHT LLP
Accountancy firm EIN2019-12-31954345526
Accountancy firm EIN2019-12-31954345526
2018 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-185,001
Total of all expenses incurred2018-12-31$980,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$894,885
Value of total assets at end of year2018-12-31$16,999,276
Value of total assets at beginning of year2018-12-31$18,164,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,450
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$174,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$174,928
Administrative expenses professional fees incurred2018-12-31$10,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$39,462
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$70,405
Other income not declared elsewhere2018-12-31$-30,943
Administrative expenses (other) incurred2018-12-31$48,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,165,336
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,999,276
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,164,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,463,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,371,302
Value of interest in pooled separate accounts at end of year2018-12-31$8,412,549
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,642,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$83,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$80,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-572,383
Net investment gain/loss from pooled separate accounts2018-12-31$243,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$894,885
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOLTHOUSE, CARLIN & VAN TRIGHT, LLP
Accountancy firm EIN2018-12-31954345526
2017 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,828,448
Total of all expenses incurred2017-12-31$966,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$886,331
Value of total assets at end of year2017-12-31$18,164,612
Value of total assets at beginning of year2017-12-31$17,302,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$80,369
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$155,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$155,677
Administrative expenses professional fees incurred2017-12-31$10,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$70,405
Other income not declared elsewhere2017-12-31$-10,851
Administrative expenses (other) incurred2017-12-31$43,964
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$861,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,164,612
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,302,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,371,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,275,422
Value of interest in pooled separate accounts at end of year2017-12-31$8,642,691
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,950,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$80,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$77,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,432,312
Net investment gain/loss from pooled separate accounts2017-12-31$251,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$886,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2017-12-31954345526
2016 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,050,518
Total of all expenses incurred2016-12-31$1,833,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,759,513
Value of total assets at end of year2016-12-31$17,302,864
Value of total assets at beginning of year2016-12-31$18,085,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,826
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$172,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$172,172
Administrative expenses professional fees incurred2016-12-31$5,750
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$41,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-782,821
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,302,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,085,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,487
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,275,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,310,105
Value of interest in pooled separate accounts at end of year2016-12-31$8,950,425
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,705,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$77,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$70,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$612,664
Net investment gain/loss from pooled separate accounts2016-12-31$265,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,759,513
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31HOLTHOUSE, CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2016-12-31954345526
2015 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$419,015
Total of all expenses incurred2015-12-31$2,592,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,513,180
Value of total assets at end of year2015-12-31$18,085,685
Value of total assets at beginning of year2015-12-31$20,258,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,087
Total interest from all sources2015-12-31$480
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$166,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$166,891
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$50,036
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$56,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,173,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,085,685
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,258,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$29,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,310,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,460,919
Value of interest in pooled separate accounts at end of year2015-12-31$9,705,086
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,741,025
Interest earned on other investments2015-12-31$480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$70,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,304
Net investment gain/loss from pooled separate accounts2015-12-31$288,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,513,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2015-12-31954345526
2014 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,365,766
Total of all expenses incurred2014-12-31$1,275,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,166,339
Value of total assets at end of year2014-12-31$20,258,937
Value of total assets at beginning of year2014-12-31$20,168,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$108,809
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$177,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$177,935
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$71,035
Total non interest bearing cash at end of year2014-12-31$56,991
Total non interest bearing cash at beginning of year2014-12-31$76,072
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$90,618
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,258,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,168,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$37,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,460,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,953,706
Value of interest in pooled separate accounts at end of year2014-12-31$10,741,025
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,138,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$873,554
Net investment gain/loss from pooled separate accounts2014-12-31$314,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,166,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2014-12-31954345526
2013 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,181,279
Total of all expenses incurred2013-12-31$1,279,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,180,907
Value of total assets at end of year2013-12-31$20,168,319
Value of total assets at beginning of year2013-12-31$19,266,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$98,244
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$148,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$148,515
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$76,251
Total non interest bearing cash at end of year2013-12-31$76,072
Total non interest bearing cash at beginning of year2013-12-31$83,013
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$902,128
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,168,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,266,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,953,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,205,316
Value of interest in pooled separate accounts at end of year2013-12-31$11,138,480
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,977,802
Interest earned on other investments2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$61
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,701,886
Net investment gain/loss from pooled separate accounts2013-12-31$330,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,180,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2013-12-31954345526
2012 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,284,433
Total of all expenses incurred2012-12-31$1,246,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,217,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2
Value of total assets at end of year2012-12-31$19,266,191
Value of total assets at beginning of year2012-12-31$19,228,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,222
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$134,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$134,903
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$83,013
Total non interest bearing cash at beginning of year2012-12-31$73,541
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$38,127
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,266,191
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,228,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$29,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,205,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,700,482
Value of interest in pooled separate accounts at end of year2012-12-31$11,977,802
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,453,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$797,105
Net investment gain/loss from pooled separate accounts2012-12-31$352,423
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$2
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,217,084
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT, LLP
Accountancy firm EIN2012-12-31954345526
2011 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$235,434
Total of all expenses incurred2011-12-31$791,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$762,024
Value of total assets at end of year2011-12-31$19,228,064
Value of total assets at beginning of year2011-12-31$19,784,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,412
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$109,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$109,406
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Total non interest bearing cash at end of year2011-12-31$73,541
Total non interest bearing cash at beginning of year2011-12-31$64,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-556,002
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,228,064
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,784,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$29,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,700,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,562,029
Value of interest in pooled separate accounts at end of year2011-12-31$12,453,983
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,157,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-231,385
Net investment gain/loss from pooled separate accounts2011-12-31$357,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$762,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HOLTHOUSE CARLIN & VANTRIGT, LLP
Accountancy firm EIN2011-12-31954345526
2010 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,298,500
Total of all expenses incurred2010-12-31$1,078,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,049,083
Value of total assets at end of year2010-12-31$19,784,066
Value of total assets at beginning of year2010-12-31$19,563,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,131
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$162,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$162,946
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Total non interest bearing cash at end of year2010-12-31$64,393
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$220,286
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,784,066
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,563,780
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$29,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,562,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,061,857
Value of interest in pooled separate accounts at end of year2010-12-31$12,157,586
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,446,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$55,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$772,864
Net investment gain/loss from pooled separate accounts2010-12-31$362,690
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,049,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HOLTHOUSE CARLIN & VANTRIGT, LLP
Accountancy firm EIN2010-12-31954345526
2009 : BEVERLY HOSPITAL EMPLOYEES' RETIREMENT 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 BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN

2022: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT 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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT 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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BEVERLY HOSPITAL EMPLOYEES' RETIREMENT 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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080308
Policy instance 2
Insurance contract or identification numberTT080308
Number of Individuals Covered333
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered333
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080308
Policy instance 2
Insurance contract or identification numberTT080308
Number of Individuals Covered342
Insurance policy start date2021-12-14
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered342
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT080308
Policy instance 2
Insurance contract or identification numberTT080308
Number of Individuals Covered363
Insurance policy start date2020-12-14
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered363
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered387
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered409
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered424
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered479
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered596
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered670
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered710
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered745
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080308
Policy instance 1
Insurance contract or identification numberTT080308
Number of Individuals Covered779
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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