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SENIOR LIVING GROUP 401K PLAN 401k Plan overview

Plan NameSENIOR LIVING GROUP 401K PLAN
Plan identification number 001

SENIOR LIVING GROUP 401K PLAN Benefits

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

401k Sponsoring company profile

SHREWSBURY NURSING & REHABILITATION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHREWSBURY NURSING & REHABILITATION CENTER, INC.
Employer identification number (EIN):042449835
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR LIVING GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01FRANCIS O'CONNOR FRANCIS O'CONNOR2018-10-15
0012016-01-01FRANCIS O'CONNOR FRANCIS O'CONNOR2017-10-17
0012015-01-01HENRY CAMOSSE, JR.
0012014-01-01HENRY CAMOSSE, JR.
0012013-01-01HENRY CAMOSSE, JR.
0012012-01-01RALPH EMERSON RALPH EMERSON2013-10-15
0012011-01-01RALPH W. EMERSON, III
0012010-01-01STEPHEN FLANAGAN
0012009-01-01STEPHEN FLANAGAN

Plan Statistics for SENIOR LIVING GROUP 401K PLAN

401k plan membership statisitcs for SENIOR LIVING GROUP 401K PLAN

Measure Date Value
2022: SENIOR LIVING GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01211
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01258
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: SENIOR LIVING GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01332
Total number of active participants reported on line 7a of the Form 55002021-01-01213
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0177
Total of all active and inactive participants2021-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01290
Number of participants with account balances2021-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: SENIOR LIVING GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0185
Total of all active and inactive participants2020-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01332
Number of participants with account balances2020-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SENIOR LIVING GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01313
Total number of active participants reported on line 7a of the Form 55002019-01-01241
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01314
Number of participants with account balances2019-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SENIOR LIVING GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01313
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: SENIOR LIVING GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01294
Total number of active participants reported on line 7a of the Form 55002017-01-01259
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01311
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: SENIOR LIVING GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01267
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01294
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: SENIOR LIVING GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01264
Total number of active participants reported on line 7a of the Form 55002015-01-01234
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01267
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: SENIOR LIVING GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01239
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01264
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SENIOR LIVING GROUP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01244
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01265
Number of participants with account balances2013-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SENIOR LIVING GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01170
Number of participants with account balances2012-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SENIOR LIVING GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SENIOR LIVING GROUP 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01186
Total number of active participants reported on line 7a of the Form 55002010-01-01171
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-018
Total of all active and inactive participants2010-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01180
Number of participants with account balances2010-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SENIOR LIVING GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01186
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SENIOR LIVING GROUP 401K PLAN

Measure Date Value
2022 : SENIOR LIVING GROUP 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,469
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$248,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$227,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$386,228
Value of total assets at end of year2022-12-31$2,127,479
Value of total assets at beginning of year2022-12-31$2,397,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,428
Total interest from all sources2022-12-31$3,192
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$300,000
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$300,507
Participant contributions at end of year2022-12-31$61,918
Participant contributions at beginning of year2022-12-31$57,958
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,875
Administrative expenses (other) incurred2022-12-31$4,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-270,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,127,479
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,397,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,374
Value of interest in pooled separate accounts at end of year2022-12-31$2,065,211
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,339,372
Interest on participant loans2022-12-31$3,190
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$350
Net investment gain/loss from pooled separate accounts2022-12-31$-410,889
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$39,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$227,304
Contract administrator fees2022-12-31$9,239
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 name2022-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2022-12-31042595327
2021 : SENIOR LIVING GROUP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$576,561
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$249,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$228,702
Value of total corrective distributions2021-12-31$279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$336,331
Value of total assets at end of year2021-12-31$2,397,680
Value of total assets at beginning of year2021-12-31$2,071,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,928
Total interest from all sources2021-12-31$2,509
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
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$280,930
Participant contributions at end of year2021-12-31$57,958
Participant contributions at beginning of year2021-12-31$51,814
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,353
Administrative expenses (other) incurred2021-12-31$3,098
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$326,652
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,397,680
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,071,028
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$7,687
Value of interest in pooled separate accounts at end of year2021-12-31$2,339,372
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,018,866
Interest on participant loans2021-12-31$2,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$348
Net investment gain or loss from common/collective trusts2021-12-31$237,721
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$38,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$228,702
Contract administrator fees2021-12-31$10,143
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2021-12-31042595327
2020 : SENIOR LIVING GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$532,452
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$191,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$174,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$251,392
Value of total assets at end of year2020-12-31$2,071,028
Value of total assets at beginning of year2020-12-31$1,729,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,907
Total interest from all sources2020-12-31$3,278
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
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$214,702
Participant contributions at end of year2020-12-31$51,814
Participant contributions at beginning of year2020-12-31$49,858
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,891
Administrative expenses (other) incurred2020-12-31$1,600
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$341,434
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,071,028
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,729,594
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$6,038
Value of interest in pooled separate accounts at end of year2020-12-31$2,018,866
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,679,390
Interest on participant loans2020-12-31$3,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$346
Net investment gain/loss from pooled separate accounts2020-12-31$277,782
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$32,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$174,111
Contract administrator fees2020-12-31$9,269
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 name2020-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2020-12-31042595327
2019 : SENIOR LIVING GROUP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$535,540
Total income from all sources (including contributions)2019-12-31$535,540
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$339,950
Total of all expenses incurred2019-12-31$339,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$322,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$322,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$250,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$250,684
Value of total assets at end of year2019-12-31$1,729,594
Value of total assets at end of year2019-12-31$1,729,594
Value of total assets at beginning of year2019-12-31$1,534,004
Value of total assets at beginning of year2019-12-31$1,534,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,095
Total interest from all sources2019-12-31$2,914
Total interest from all sources2019-12-31$2,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$195,394
Contributions received from participants2019-12-31$195,394
Participant contributions at end of year2019-12-31$49,858
Participant contributions at end of year2019-12-31$49,858
Participant contributions at beginning of year2019-12-31$27,740
Participant contributions at beginning of year2019-12-31$27,740
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,930
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,930
Administrative expenses (other) incurred2019-12-31$2,800
Administrative expenses (other) incurred2019-12-31$2,800
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$195,590
Value of net income/loss2019-12-31$195,590
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,729,594
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,729,594
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,534,004
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,534,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,467
Investment advisory and management fees2019-12-31$5,467
Value of interest in pooled separate accounts at end of year2019-12-31$1,679,390
Value of interest in pooled separate accounts at end of year2019-12-31$1,679,390
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,498,862
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,498,862
Interest on participant loans2019-12-31$2,882
Interest on participant loans2019-12-31$2,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,402
Net investment gain/loss from pooled separate accounts2019-12-31$281,942
Net investment gain/loss from pooled separate accounts2019-12-31$281,942
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$31,360
Contributions received in cash from employer2019-12-31$31,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$322,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$322,855
Contract administrator fees2019-12-31$8,828
Contract administrator fees2019-12-31$8,828
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm name2019-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2019-12-31042595327
Accountancy firm EIN2019-12-31042595327
2018 : SENIOR LIVING GROUP 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$142,122
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$107,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$248,014
Value of total assets at end of year2018-12-31$1,534,004
Value of total assets at beginning of year2018-12-31$1,499,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,816
Total interest from all sources2018-12-31$1,902
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
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$208,477
Participant contributions at end of year2018-12-31$27,740
Participant contributions at beginning of year2018-12-31$34,895
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,050
Administrative expenses (other) incurred2018-12-31$1,700
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$34,945
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,534,004
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,499,059
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$5,385
Value of interest in pooled separate accounts at end of year2018-12-31$1,498,862
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,444,853
Interest on participant loans2018-12-31$1,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,311
Net investment gain/loss from pooled separate accounts2018-12-31$-107,794
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$91,361
Contract administrator fees2018-12-31$8,731
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 name2018-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2018-12-31042595327
2017 : SENIOR LIVING GROUP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$487,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$354,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$339,709
Value of total corrective distributions2017-12-31$138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$264,531
Value of total assets at end of year2017-12-31$1,499,059
Value of total assets at beginning of year2017-12-31$1,365,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,713
Total interest from all sources2017-12-31$1,756
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
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$176,729
Participant contributions at end of year2017-12-31$34,895
Participant contributions at beginning of year2017-12-31$39,990
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,996
Administrative expenses (other) incurred2017-12-31$1,576
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$133,345
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,499,059
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,365,714
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$4,790
Value of interest in pooled separate accounts at end of year2017-12-31$1,444,853
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,304,908
Interest on participant loans2017-12-31$1,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,816
Net investment gain/loss from pooled separate accounts2017-12-31$221,618
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$26,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$339,709
Contract administrator fees2017-12-31$8,347
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 name2017-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2017-12-31042595327
2016 : SENIOR LIVING GROUP 401K 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$301,460
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$77,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$64,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$225,061
Value of total assets at end of year2016-12-31$1,365,714
Value of total assets at beginning of year2016-12-31$1,141,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,741
Total interest from all sources2016-12-31$1,919
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 bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$176,374
Participant contributions at end of year2016-12-31$39,990
Participant contributions at beginning of year2016-12-31$40,072
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,426
Administrative expenses (other) incurred2016-12-31$1,200
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$224,185
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,365,714
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,141,529
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 pooled separate accounts at end of year2016-12-31$1,304,908
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,081,200
Interest on participant loans2016-12-31$1,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,257
Net investment gain/loss from pooled separate accounts2016-12-31$74,480
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$25,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$64,534
Contract administrator fees2016-12-31$11,541
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 name2016-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2016-12-31042595327
2015 : SENIOR LIVING GROUP 401K 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$235,107
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$68,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$56,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$240,553
Value of total assets at end of year2015-12-31$1,141,529
Value of total assets at beginning of year2015-12-31$974,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,726
Total interest from all sources2015-12-31$1,627
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$165,497
Participant contributions at end of year2015-12-31$40,072
Participant contributions at beginning of year2015-12-31$18,034
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,712
Administrative expenses (other) incurred2015-12-31$1,575
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$166,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,141,529
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$974,776
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 pooled separate accounts at end of year2015-12-31$1,081,200
Value of interest in pooled separate accounts at beginning of year2015-12-31$938,600
Interest on participant loans2015-12-31$1,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,142
Net investment gain/loss from pooled separate accounts2015-12-31$-7,073
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$23,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$56,628
Contract administrator fees2015-12-31$10,151
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 name2015-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2015-12-31042595327
2014 : SENIOR LIVING GROUP 401K 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$215,292
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$167,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$157,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$167,306
Value of total assets at end of year2014-12-31$974,776
Value of total assets at beginning of year2014-12-31$927,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,048
Total interest from all sources2014-12-31$912
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 bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,438
Participant contributions at end of year2014-12-31$18,034
Participant contributions at beginning of year2014-12-31$15,336
Participant contributions at beginning of year2014-12-31$1,054
Administrative expenses (other) incurred2014-12-31$750
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$47,408
Value of net assets at end of year (total assets less liabilities)2014-12-31$974,776
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$927,368
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 pooled separate accounts at end of year2014-12-31$938,600
Value of interest in pooled separate accounts at beginning of year2014-12-31$895,092
Income. Interest from loans (other than to participants)2014-12-31$652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,886
Net investment gain/loss from pooled separate accounts2014-12-31$47,074
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$21,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$157,836
Contract administrator fees2014-12-31$9,298
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 name2014-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2014-12-31042595327
2013 : SENIOR LIVING GROUP 401K 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$278,463
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$171,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$162,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$142,724
Value of total assets at end of year2013-12-31$927,368
Value of total assets at beginning of year2013-12-31$820,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,181
Total interest from all sources2013-12-31$880
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$265,000
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$124,581
Participant contributions at end of year2013-12-31$15,336
Participant contributions at beginning of year2013-12-31$21,048
Participant contributions at end of year2013-12-31$1,054
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,141
Administrative expenses (other) incurred2013-12-31$900
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$106,788
Value of net assets at end of year (total assets less liabilities)2013-12-31$927,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$820,580
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 pooled separate accounts at end of year2013-12-31$895,092
Value of interest in pooled separate accounts at beginning of year2013-12-31$783,804
Interest on participant loans2013-12-31$669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,728
Net investment gain/loss from pooled separate accounts2013-12-31$134,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$162,494
Contract administrator fees2013-12-31$8,281
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 name2013-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2013-12-31042595327
2012 : SENIOR LIVING GROUP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$300,644
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$319,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$309,873
Value of total corrective distributions2012-12-31$557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$189,461
Value of total assets at end of year2012-12-31$820,580
Value of total assets at beginning of year2012-12-31$839,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,966
Total interest from all sources2012-12-31$903
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$265,000
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$98,809
Participant contributions at end of year2012-12-31$21,048
Participant contributions at beginning of year2012-12-31$15,765
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$90,652
Administrative expenses (other) incurred2012-12-31$625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-18,752
Value of net assets at end of year (total assets less liabilities)2012-12-31$820,580
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$839,332
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 pooled separate accounts at end of year2012-12-31$783,804
Value of interest in pooled separate accounts at beginning of year2012-12-31$807,959
Interest on participant loans2012-12-31$639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,608
Net investment gain/loss from pooled separate accounts2012-12-31$110,280
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$309,873
Contract administrator fees2012-12-31$8,341
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 name2012-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2012-12-31042595327
2011 : SENIOR LIVING GROUP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$68,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$345,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$330,477
Value of total corrective distributions2011-12-31$5,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$79,164
Value of total assets at end of year2011-12-31$839,332
Value of total assets at beginning of year2011-12-31$1,116,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,604
Total interest from all sources2011-12-31$933
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$265,000
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$10,018
Participant contributions at end of year2011-12-31$15,765
Participant contributions at beginning of year2011-12-31$13,283
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-276,941
Value of net assets at end of year (total assets less liabilities)2011-12-31$839,332
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,116,273
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 pooled separate accounts at end of year2011-12-31$807,959
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,074,916
Interest on participant loans2011-12-31$551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,074
Net investment gain/loss from pooled separate accounts2011-12-31$-11,470
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$69,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$330,477
Contract administrator fees2011-12-31$9,354
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 name2011-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2011-12-31042595327
2010 : SENIOR LIVING GROUP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$240,868
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$68,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,169
Expenses. Certain deemed distributions of participant loans2010-12-31$214
Value of total corrective distributions2010-12-31$7,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$100,769
Value of total assets at end of year2010-12-31$1,116,273
Value of total assets at beginning of year2010-12-31$943,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,490
Total interest from all sources2010-12-31$1,326
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$93,402
Participant contributions at end of year2010-12-31$13,283
Participant contributions at beginning of year2010-12-31$18,405
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,367
Administrative expenses (other) incurred2010-12-31$475
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$172,776
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,116,273
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$943,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,074,916
Value of interest in pooled separate accounts at beginning of year2010-12-31$898,604
Interest on participant loans2010-12-31$769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,488
Net investment gain/loss from pooled separate accounts2010-12-31$138,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,169
Contract administrator fees2010-12-31$9,015
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 name2010-12-31O'CONNOR, MALONEY & COMPANY, P.C.
Accountancy firm EIN2010-12-31042595327
2009 : SENIOR LIVING GROUP 401K 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 SENIOR LIVING GROUP 401K PLAN

2022: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K 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
2013: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SENIOR LIVING GROUP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SENIOR LIVING GROUP 401K 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: SENIOR LIVING GROUP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,915
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,915
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Number of Individuals Covered169
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,210
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,210
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Number of Individuals Covered179
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,479
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,479
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Number of Individuals Covered168
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,599
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,599
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Number of Individuals Covered165
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,488
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,488
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number52348
Policy instance 1
Insurance contract or identification number52348
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,092
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,310
Insurance broker organization code?5
Insurance broker nameCES INSURANCE AGENCY, INC.

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