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NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameNEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN
Plan identification number 002

NEIGHBORHOOD HEALTHCARE 403(B) 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

NEIGHBORHOOD HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:NEIGHBORHOOD HEALTHCARE
Employer identification number (EIN):952796316
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about NEIGHBORHOOD HEALTHCARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1972-10-25
Company Identification Number: C0667935
Legal Registered Office Address: 425 N Date St

Escondido
United States of America (USA)
92025

More information about NEIGHBORHOOD HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01RAKESH PATEL, MD2023-10-13
0022021-01-01RAKESH PATEL, MD2022-09-20
0022020-01-01 DANA CROGAN2021-10-05
0022019-01-01RAKESH PATEL2020-07-23
0022018-01-01LYNN GRAYKOWSKI2019-10-14
0022017-01-01
0022016-01-01
0022016-01-01LISA DAIGLE2017-10-11
0022015-01-01
0022014-01-01LYNN GRAYKOWSKI
0022013-01-01LYNN GRAYKOWSKI
0022012-01-01LYNN GRAYKOWSKI
0022011-01-01LYNN GRAYKOWSKI
0022010-01-01LYNN GRAYKOWSKI
0022009-01-01LYNN GRAYKOWSKI
0022009-01-01LYNN GRAYKOWSKI LYNN GRAYKOWSKI2010-10-14

Plan Statistics for NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN

Measure Date Value
2022: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,778
Total number of active participants reported on line 7a of the Form 55002022-01-011,087
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01172
Total of all active and inactive participants2022-01-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,259
Number of participants with account balances2022-01-011,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01998
Total number of active participants reported on line 7a of the Form 55002021-01-01852
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01313
Total of all active and inactive participants2021-01-011,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,165
Number of participants with account balances2021-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,089
Total number of active participants reported on line 7a of the Form 55002020-01-01708
Number of other retired or separated participants entitled to future benefits2020-01-01132
Total of all active and inactive participants2020-01-01840
Total participants2020-01-01840
Number of participants with account balances2020-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,054
Total number of active participants reported on line 7a of the Form 55002019-01-01718
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01506
Total of all active and inactive participants2019-01-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,224
Number of participants with account balances2019-01-011,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01909
Total number of active participants reported on line 7a of the Form 55002018-01-01710
Number of other retired or separated participants entitled to future benefits2018-01-01340
Total of all active and inactive participants2018-01-011,050
Total participants2018-01-011,050
Number of participants with account balances2018-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0146
2017: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01763
Total number of active participants reported on line 7a of the Form 55002017-01-01673
Number of other retired or separated participants entitled to future benefits2017-01-01156
Total of all active and inactive participants2017-01-01829
Total participants2017-01-01829
Number of participants with account balances2017-01-01812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01667
Total number of active participants reported on line 7a of the Form 55002016-01-01652
Total of all active and inactive participants2016-01-01652
Total participants2016-01-01652
Number of participants with account balances2016-01-01758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01756
Total number of active participants reported on line 7a of the Form 55002015-01-01571
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01571
Number of participants with account balances2015-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01736
Total number of active participants reported on line 7a of the Form 55002014-01-01517
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01239
Total of all active and inactive participants2014-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01756
Number of participants with account balances2014-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01694
Total number of active participants reported on line 7a of the Form 55002013-01-01514
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01222
Total of all active and inactive participants2013-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01736
Number of participants with account balances2013-01-01684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01667
Total number of active participants reported on line 7a of the Form 55002012-01-01502
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01192
Total of all active and inactive participants2012-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01694
Number of participants with account balances2012-01-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01617
Total number of active participants reported on line 7a of the Form 55002011-01-01476
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01191
Total of all active and inactive participants2011-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01667
Number of participants with account balances2011-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01548
Total number of active participants reported on line 7a of the Form 55002010-01-01463
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01154
Total of all active and inactive participants2010-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01617
Number of participants with account balances2010-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01548
Total number of active participants reported on line 7a of the Form 55002009-01-01450
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01548
Number of participants with account balances2009-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,831
Total income from all sources (including contributions)2022-12-31$599,299
Total of all expenses incurred2022-12-31$2,223,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,091,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,608,294
Value of total assets at end of year2022-12-31$39,833,814
Value of total assets at beginning of year2022-12-31$41,461,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,066
Total interest from all sources2022-12-31$56,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$3,708,880
Participant contributions at end of year2022-12-31$856,292
Participant contributions at beginning of year2022-12-31$775,438
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,163,279
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$653
Other income not declared elsewhere2022-12-31$3,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,624,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,833,161
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$41,457,364
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,457,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,312,410
Interest on participant loans2022-12-31$56,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,465,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,373,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,069,664
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$1,736,135
Employer contributions (assets) at end of year2022-12-31$54,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,091,436
Contract administrator fees2022-12-31$132,066
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,831
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 name2022-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31472718509
2021 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61
Total income from all sources (including contributions)2021-12-31$9,886,317
Total of all expenses incurred2021-12-31$4,297,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,255,714
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,026,533
Value of total assets at end of year2021-12-31$41,461,195
Value of total assets at beginning of year2021-12-31$35,868,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,565
Total interest from all sources2021-12-31$32,462
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$3,100,795
Participant contributions at end of year2021-12-31$775,438
Participant contributions at beginning of year2021-12-31$628,013
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$467,017
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$5,589,038
Value of net assets at end of year (total assets less liabilities)2021-12-31$41,457,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,868,326
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$41,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,312,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,934,056
Interest on participant loans2021-12-31$32,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,373,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,305,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,827,322
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$1,458,721
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,255,714
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,831
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$61
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 name2021-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31472718509
2020 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$61
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$748
Total income from all sources (including contributions)2020-12-31$8,366,964
Total of all expenses incurred2020-12-31$2,241,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,210,244
Expenses. Certain deemed distributions of participant loans2020-12-31$4,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,976,612
Value of total assets at end of year2020-12-31$35,868,387
Value of total assets at beginning of year2020-12-31$29,743,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,426
Total interest from all sources2020-12-31$30,332
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$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
Contributions received from participants2020-12-31$2,614,938
Participant contributions at end of year2020-12-31$628,013
Participant contributions at beginning of year2020-12-31$638,070
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$264
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,151
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$6,125,840
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,868,326
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,742,486
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$26,426
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$35,239,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,104,900
Interest on participant loans2020-12-31$30,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,360,020
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$1,284,523
Employer contributions (assets) at end of year2020-12-31$904
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,210,244
Liabilities. Value of benefit claims payable at end of year2020-12-31$61
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$748
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 name2020-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31472718509
2019 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,810
Total income from all sources (including contributions)2019-12-31$8,134,226
Total of all expenses incurred2019-12-31$1,579,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,542,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,850,693
Value of total assets at end of year2019-12-31$29,743,234
Value of total assets at beginning of year2019-12-31$23,190,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,549
Total interest from all sources2019-12-31$27,566
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
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$2,487,196
Participant contributions at end of year2019-12-31$638,070
Participant contributions at beginning of year2019-12-31$658,895
Participant contributions at end of year2019-12-31$264
Participant contributions at beginning of year2019-12-31$264
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$187,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-23,121
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$6,554,946
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,742,486
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,187,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,104,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,531,191
Interest on participant loans2019-12-31$27,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,279,088
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,176,271
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,542,731
Liabilities. Value of benefit claims payable at end of year2019-12-31$748
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,810
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31472718509
2018 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,810
Total income from all sources (including contributions)2018-12-31$2,305,583
Total of all expenses incurred2018-12-31$1,386,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,354,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,606,057
Value of total assets at end of year2018-12-31$23,190,350
Value of total assets at beginning of year2018-12-31$22,268,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,368
Total interest from all sources2018-12-31$25,777
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$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
Contributions received from participants2018-12-31$2,237,595
Participant contributions at end of year2018-12-31$658,895
Participant contributions at beginning of year2018-12-31$515,008
Participant contributions at end of year2018-12-31$264
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$245,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-23,121
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$919,056
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,187,540
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,268,484
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$32,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,531,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,751,411
Interest on participant loans2018-12-31$25,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,303,130
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$1,123,422
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,354,159
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,810
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 name2018-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31472718509
2017 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,674,567
Total of all expenses incurred2017-12-31$832,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$804,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,042,119
Value of total assets at end of year2017-12-31$22,268,484
Value of total assets at beginning of year2017-12-31$17,426,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$28,262
Total interest from all sources2017-12-31$18,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Contributions received from participants2017-12-31$2,041,224
Participant contributions at end of year2017-12-31$515,008
Participant contributions at beginning of year2017-12-31$438,918
Other income not declared elsewhere2017-12-31$-16,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,842,035
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,268,484
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,426,449
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$28,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,751,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,987,531
Interest on participant loans2017-12-31$18,305
Interest earned on other investments2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,630,403
Net investment gain/loss from pooled separate accounts2017-12-31$0
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$1,000,895
Employer contributions (assets) at end of year2017-12-31$2,065
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$804,270
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 name2017-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31472718509
2016 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,011,910
Total of all expenses incurred2016-12-31$1,881,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,857,451
Expenses. Certain deemed distributions of participant loans2016-12-31$1,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,681,350
Value of total assets at end of year2016-12-31$17,426,449
Value of total assets at beginning of year2016-12-31$15,296,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,780
Total interest from all sources2016-12-31$17,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Contributions received from participants2016-12-31$1,705,066
Participant contributions at end of year2016-12-31$438,918
Participant contributions at beginning of year2016-12-31$493,468
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$141,294
Other income not declared elsewhere2016-12-31$341,914
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,130,179
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,426,449
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,296,270
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$22,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,987,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,802,802
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$17,619
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$971,027
Net investment gain/loss from pooled separate accounts2016-12-31$971,027
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$834,990
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,857,451
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 name2016-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31472718509
2015 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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$2,406,019
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,071,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,039,432
Value of total corrective distributions2015-12-31$274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,425,500
Value of total assets at end of year2015-12-31$15,296,270
Value of total assets at beginning of year2015-12-31$15,962,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,117
Total interest from all sources2015-12-31$19,417
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,541,732
Participant contributions at end of year2015-12-31$493,468
Participant contributions at beginning of year2015-12-31$462,371
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$739
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$123,012
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$848
Administrative expenses (other) incurred2015-12-31$4,416
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$11,697,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-665,804
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,296,270
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,962,074
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$14,802,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,516,348
Interest on participant loans2015-12-31$19,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,284,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,898
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$760,756
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,038,584
Contract administrator fees2015-12-31$27,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31472718509
2014 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,042,066
Total of all expenses incurred2014-12-31$2,263,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,150,604
Expenses. Certain deemed distributions of participant loans2014-12-31$46,015
Value of total corrective distributions2014-12-31$2,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,155,830
Value of total assets at end of year2014-12-31$15,962,074
Value of total assets at beginning of year2014-12-31$15,183,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,055
Total interest from all sources2014-12-31$111,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,357,861
Participant contributions at end of year2014-12-31$462,371
Participant contributions at beginning of year2014-12-31$446,720
Participant contributions at end of year2014-12-31$739
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,298
Total non interest bearing cash at end of year2014-12-31$11,697,969
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$778,765
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,962,074
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,183,309
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$2,516,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,909,471
Interest on participant loans2014-12-31$18,439
Interest earned on other investments2014-12-31$92,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,284,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,827,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$775,215
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
Contributions received in cash from employer2014-12-31$793,671
Employer contributions (assets) at end of year2014-12-31$610
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,150,604
Contract administrator fees2014-12-31$64,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31JWT & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31472718509
2013 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,163,481
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,298,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,214,462
Expenses. Certain deemed distributions of participant loans2013-12-31$9,769
Value of total corrective distributions2013-12-31$1,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,995,572
Value of total assets at end of year2013-12-31$15,183,309
Value of total assets at beginning of year2013-12-31$12,318,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$73,011
Total interest from all sources2013-12-31$103,716
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$247,011
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$247,011
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
Contributions received from participants2013-12-31$1,297,673
Participant contributions at end of year2013-12-31$446,720
Participant contributions at beginning of year2013-12-31$407,750
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,865,075
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,183,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,318,234
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$10,909,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,477,261
Interest on participant loans2013-12-31$8,695
Interest earned on other investments2013-12-31$95,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,827,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,433,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,817,182
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
Contributions received in cash from employer2013-12-31$637,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,214,462
Contract administrator fees2013-12-31$73,011
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 name2013-12-31TCA PARTNERS LLP
Accountancy firm EIN2013-12-31202707086
2012 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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$61,839
Total income from all sources (including contributions)2012-12-31$3,251,174
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$834,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$786,765
Value of total corrective distributions2012-12-31$471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,172,612
Value of total assets at end of year2012-12-31$12,318,234
Value of total assets at beginning of year2012-12-31$9,963,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$47,245
Total interest from all sources2012-12-31$96,049
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$80,026
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$80,026
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
Contributions received from participants2012-12-31$1,388,654
Participant contributions at end of year2012-12-31$407,750
Participant contributions at beginning of year2012-12-31$315,713
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$61,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$61,839
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$2,416,693
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,318,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,901,541
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$8,477,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,737,430
Interest on participant loans2012-12-31$4,192
Interest earned on other investments2012-12-31$91,852
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$9,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,433,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,839,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$902,487
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$642,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$786,765
Contract administrator fees2012-12-31$47,245
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 name2012-12-31TCA PARTNERS LLP
Accountancy firm EIN2012-12-31202707086
2011 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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$61,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,378
Total income from all sources (including contributions)2011-12-31$2,060,886
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,203,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,182,901
Value of total corrective distributions2011-12-31$144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,050,542
Value of total assets at end of year2011-12-31$9,963,380
Value of total assets at beginning of year2011-12-31$9,046,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,757
Total interest from all sources2011-12-31$88,561
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$118,274
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$118,274
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
Contributions received from participants2011-12-31$1,218,540
Participant contributions at end of year2011-12-31$315,713
Participant contributions at beginning of year2011-12-31$244,297
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$272,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$61,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$61,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,378
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$857,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,901,541
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,044,457
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$6,737,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,475,606
Interest on participant loans2011-12-31$664
Interest earned on other investments2011-12-31$87,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$67,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$67,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,839,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,258,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-196,491
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$559,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,182,901
Contract administrator fees2011-12-31$20,757
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 name2011-12-31TCA PARTNERS LLP
Accountancy firm EIN2011-12-31202707086
2010 : NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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$2,378
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$2,387,134
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$392,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$388,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,539,558
Value of total assets at end of year2010-12-31$9,046,835
Value of total assets at beginning of year2010-12-31$7,050,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,742
Total interest from all sources2010-12-31$65,169
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,081
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$17,081
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
Contributions received from participants2010-12-31$1,061,629
Participant contributions at end of year2010-12-31$244,297
Participant contributions at beginning of year2010-12-31$192,797
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,378
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$1,994,190
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,044,457
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,050,267
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,475,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,351,134
Interest earned on other investments2010-12-31$65,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$67,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,258,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,506,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$765,326
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$445,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$388,202
Contract administrator fees2010-12-31$4,742
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 name2010-12-31TCA PARTNERS LLP
Accountancy firm EIN2010-12-31202707086
2009 : NEIGHBORHOOD HEALTHCARE 403(B) 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 NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN

2022: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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: NEIGHBORHOOD HEALTHCARE 403(B) 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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT 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: NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number762392-01
Policy instance 3
Insurance contract or identification number762392-01
Number of Individuals Covered273
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered2215
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 $0
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
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,140
Total amount of fees paid to insurance companyUSD $0
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 $12,140
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered788
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,552
Total amount of fees paid to insurance companyUSD $0
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 $12,552
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered788
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,601
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,601
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered641
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,466
Total amount of fees paid to insurance companyUSD $0
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 $12,466
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered641
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,343
Total amount of fees paid to insurance companyUSD $0
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 $13,343
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,412
Total amount of fees paid to insurance companyUSD $0
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 $12,412
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered203
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,816
Total amount of fees paid to insurance companyUSD $0
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 $11,816
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered186
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,276
Total amount of fees paid to insurance companyUSD $0
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 $11,276
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered209
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,599
Total amount of fees paid to insurance companyUSD $0
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 $11,599
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,274
Total amount of fees paid to insurance companyUSD $0
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 $8,274
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,759
Total amount of fees paid to insurance companyUSD $0
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 $11,759
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61553
Policy instance 2
Insurance contract or identification numberMR 61553
Number of Individuals Covered643
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,401
Total amount of fees paid to insurance companyUSD $0
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 $3,401
Insurance broker organization code?4
Insurance broker nameTBS AGENCY INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered643
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,212
Total amount of fees paid to insurance companyUSD $0
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 $16,212
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893238-007
Policy instance 2
Insurance contract or identification number893238-007
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered255
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $23,673
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 $23,673
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered296
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,090
Total amount of fees paid to insurance companyUSD $0
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 $25,090
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893238-007
Policy instance 2
Insurance contract or identification number893238-007
Number of Individuals Covered452
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893238-007
Policy instance 2
Insurance contract or identification number893238-007
Number of Individuals Covered404
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,750
Total amount of fees paid to insurance companyUSD $0
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 $5,750
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 1
Insurance contract or identification numberCR31334
Number of Individuals Covered308
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24,111
Total amount of fees paid to insurance companyUSD $0
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 $24,111
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893238-007
Policy instance 1
Insurance contract or identification number893238-007
Number of Individuals Covered373
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,630
Total amount of fees paid to insurance companyUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 2
Insurance contract or identification numberCR31334
Number of Individuals Covered324
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,070
Total amount of fees paid to insurance companyUSD $0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893238-007
Policy instance 1
Insurance contract or identification number893238-007
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31334
Policy instance 2
Insurance contract or identification numberCR31334
Number of Individuals Covered390
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $39,754
Total amount of fees paid to insurance companyUSD $0
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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