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VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN
Plan identification number 002

VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) 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.

401k Sponsoring company profile

VISITING NURSE & HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE & HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC.
Employer identification number (EIN):036006494
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01HOLLY AMOTH
0022016-01-01HOLLY AMOTH HOLLY AMOTH2017-10-13
0022015-01-01HOLLY AMOTH
0022014-01-01HOLLY AMOTH

Plan Statistics for VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN

Measure Date Value
2022: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01298
Total number of active participants reported on line 7a of the Form 55002022-01-01140
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01291
Number of participants with account balances2022-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01380
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-01129
Total of all active and inactive participants2021-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01298
Number of participants with account balances2021-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01311
Total number of active participants reported on line 7a of the Form 55002020-01-01231
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01128
Total of all active and inactive participants2020-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01380
Number of participants with account balances2020-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01311
Total participants2019-01-01311
Number of participants with account balances2019-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01140
Total of all active and inactive participants2018-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01312
Number of participants with account balances2018-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01318
Total number of active participants reported on line 7a of the Form 55002017-01-01180
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01138
Total of all active and inactive participants2017-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01318
Number of participants with account balances2017-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01313
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01139
Total of all active and inactive participants2016-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01317
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01322
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01313
Number of participants with account balances2015-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01410
Total number of active participants reported on line 7a of the Form 55002014-01-01253
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01213
Total of all active and inactive participants2014-01-01466
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01466
Number of participants with account balances2014-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN

Measure Date Value
2022 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-331,419
Total of all expenses incurred2022-12-31$1,239,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,229,432
Expenses. Certain deemed distributions of participant loans2022-12-31$-430
Value of total corrective distributions2022-12-31$175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$586,165
Value of total assets at end of year2022-12-31$5,306,897
Value of total assets at beginning of year2022-12-31$6,878,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,821
Total interest from all sources2022-12-31$37,010
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$5,000,000
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$472,877
Participant contributions at end of year2022-12-31$68,051
Participant contributions at beginning of year2022-12-31$82,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,571,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,306,897
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,878,314
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$3,934,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,305,490
Interest on participant loans2022-12-31$1,532
Interest earned on other investments2022-12-31$35,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,304,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,490,543
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$283,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-954,594
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$113,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$945,911
Contract administrator fees2022-12-31$10,821
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 name2022-12-31TYLER, SIMMS & ST. SAUVER, CPAS
Accountancy firm EIN2022-12-31020476956
2021 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,465,863
Total of all expenses incurred2021-12-31$1,761,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,751,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$621,244
Value of total assets at end of year2021-12-31$6,878,314
Value of total assets at beginning of year2021-12-31$7,174,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,116
Total interest from all sources2021-12-31$39,493
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$5,000,000
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$492,759
Participant contributions at end of year2021-12-31$82,281
Participant contributions at beginning of year2021-12-31$55,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-295,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,878,314
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,174,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,305,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,692,372
Interest on participant loans2021-12-31$877
Interest earned on other investments2021-12-31$38,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,490,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,426,670
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$171,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$805,126
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$128,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,579,959
Contract administrator fees2021-12-31$10,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TYLER, SIMMS & ST. SAUVER, CPAS
Accountancy firm EIN2021-12-31020476956
2020 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,467,882
Total of all expenses incurred2020-12-31$753,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$741,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$638,027
Value of total assets at end of year2020-12-31$7,174,089
Value of total assets at beginning of year2020-12-31$6,459,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,731
Total interest from all sources2020-12-31$39,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$514,621
Participant contributions at end of year2020-12-31$55,047
Participant contributions at beginning of year2020-12-31$74,401
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$714,767
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,174,089
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,459,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,692,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,044,999
Interest on participant loans2020-12-31$1,966
Interest earned on other investments2020-12-31$37,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,426,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,339,922
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$62,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$790,326
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$123,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$678,969
Contract administrator fees2020-12-31$11,731
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 name2020-12-31TYLER, SIMMS & ST. SAUVER, CPAS
Accountancy firm EIN2020-12-31020476956
2019 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,798,787
Total income from all sources (including contributions)2019-12-31$1,798,787
Total of all expenses incurred2019-12-31$1,096,899
Total of all expenses incurred2019-12-31$1,096,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,085,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,085,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$835,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$835,812
Value of total assets at end of year2019-12-31$6,459,322
Value of total assets at end of year2019-12-31$6,459,322
Value of total assets at beginning of year2019-12-31$5,757,434
Value of total assets at beginning of year2019-12-31$5,757,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,426
Total interest from all sources2019-12-31$41,124
Total interest from all sources2019-12-31$41,124
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$491,668
Contributions received from participants2019-12-31$491,668
Participant contributions at end of year2019-12-31$74,401
Participant contributions at end of year2019-12-31$74,401
Participant contributions at beginning of year2019-12-31$60,055
Participant contributions at beginning of year2019-12-31$60,055
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$229,784
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$229,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$701,888
Value of net income/loss2019-12-31$701,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,459,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,459,322
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,757,434
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,757,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,044,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,044,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,111,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,111,549
Interest on participant loans2019-12-31$1,840
Interest on participant loans2019-12-31$1,840
Interest earned on other investments2019-12-31$39,284
Interest earned on other investments2019-12-31$39,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,339,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,339,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,585,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,585,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$921,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$921,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$114,360
Contributions received in cash from employer2019-12-31$114,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,085,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,085,473
Contract administrator fees2019-12-31$11,426
Contract administrator fees2019-12-31$11,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TYLER, SIMMS & ST. SAUVER, CPAS
Accountancy firm EIN2019-12-31020476956
Accountancy firm EIN2019-12-31020476956
2018 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$365,693
Total of all expenses incurred2018-12-31$638,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$625,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$734,069
Value of total assets at end of year2018-12-31$5,757,434
Value of total assets at beginning of year2018-12-31$6,030,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,742
Total interest from all sources2018-12-31$44,336
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 bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$518,461
Participant contributions at end of year2018-12-31$60,055
Participant contributions at beginning of year2018-12-31$71,788
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$100,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-273,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,757,434
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,030,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,111,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,444,667
Interest on participant loans2018-12-31$1,924
Interest earned on other investments2018-12-31$42,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,585,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,514,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-412,712
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$115,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$625,122
Contract administrator fees2018-12-31$13,742
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 name2018-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS,P
Accountancy firm EIN2018-12-31020476956
2017 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,252,192
Total of all expenses incurred2017-12-31$471,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$455,665
Expenses. Certain deemed distributions of participant loans2017-12-31$-686
Value of total corrective distributions2017-12-31$3,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$534,850
Value of total assets at end of year2017-12-31$6,030,605
Value of total assets at beginning of year2017-12-31$5,249,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,173
Total interest from all sources2017-12-31$43,647
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 bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$453,875
Participant contributions at end of year2017-12-31$71,788
Participant contributions at beginning of year2017-12-31$60,241
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,713
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$781,013
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,030,605
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,249,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,444,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,665,479
Interest on participant loans2017-12-31$1,825
Interest earned on other investments2017-12-31$41,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,514,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,523,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$673,695
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$78,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$455,665
Contract administrator fees2017-12-31$13,173
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 name2017-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS,P
Accountancy firm EIN2017-12-31020476956
2016 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$701,882
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$359,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$327,909
Expenses. Certain deemed distributions of participant loans2016-12-31$19,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$385,965
Value of total assets at end of year2016-12-31$5,249,592
Value of total assets at beginning of year2016-12-31$4,907,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,904
Total interest from all sources2016-12-31$44,289
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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 bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$327,547
Participant contributions at end of year2016-12-31$60,241
Participant contributions at beginning of year2016-12-31$66,074
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,418
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$342,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,249,592
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,907,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,665,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,422,847
Interest on participant loans2016-12-31$2,146
Interest earned on other investments2016-12-31$42,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,523,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,418,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$271,628
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$327,909
Contract administrator fees2016-12-31$11,904
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 name2016-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS, P
Accountancy firm EIN2016-12-31020476956
2015 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) 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$349,936
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,136,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,123,095
Expenses. Certain deemed distributions of participant loans2015-12-31$1,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$387,115
Value of total assets at end of year2015-12-31$4,907,314
Value of total assets at beginning of year2015-12-31$5,693,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,051
Total interest from all sources2015-12-31$39,512
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 bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$368,733
Participant contributions at end of year2015-12-31$66,074
Participant contributions at beginning of year2015-12-31$88,941
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,382
Administrative expenses (other) incurred2015-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-786,669
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,907,314
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,693,983
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$3,422,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,165,203
Interest on participant loans2015-12-31$37,090
Income. Interest from loans (other than to participants)2015-12-31$2,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,418,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,439,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,691
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,123,095
Contract administrator fees2015-12-31$11,998
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 name2015-12-31TYLER SIMMS
Accountancy firm EIN2015-12-31020476956
2014 : VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$603,718
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$997,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$983,242
Expenses. Certain deemed distributions of participant loans2014-12-31$-367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$313,703
Value of total assets at end of year2014-12-31$5,693,983
Value of total assets at beginning of year2014-12-31$6,087,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,291
Total interest from all sources2014-12-31$46,280
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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 bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$247,369
Participant contributions at end of year2014-12-31$88,941
Participant contributions at beginning of year2014-12-31$97,310
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-393,448
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,693,983
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,087,431
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$4,165,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,465,438
Interest on participant loans2014-12-31$2,376
Interest earned on other investments2014-12-31$43,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,439,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,524,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$243,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$983,242
Contract administrator fees2014-12-31$14,291
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 name2014-12-31TYLER, SIMMS & ST. SAUVEUR, CPAS
Accountancy firm EIN2014-12-31020476956

Form 5500 Responses for VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN

2022: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) 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: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) 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: VISITING NURSE ASSOCIATION AND HOSPICE OF VERMONT AND NEW HAMPSHIRE, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered221
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,946
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,190
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered228
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,429
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,036
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,503
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,525
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered233
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,085
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,324
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered235
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,998
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,942
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered237
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,066
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $13,426
Insurance broker organization code?3
Insurance broker nameBROWN, CAIL H
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered222
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,894
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $10,780
Insurance broker organization code?3
Insurance broker nameADLER, HELAINE J
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number47513
Policy instance 1
Insurance contract or identification number47513
Number of Individuals Covered226
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,263
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
Commission paid to Insurance BrokerUSD $6,321
Insurance broker organization code?3
Insurance broker namePREZIUSO, FRANK (TONY) A

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