?>
Logo

SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 401k Plan overview

Plan NameSOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN
Plan identification number 001

SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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.

401k Sponsoring company profile

SOUTH BOSTON COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:SOUTH BOSTON COMMUNITY HEALTH CENTER
Employer identification number (EIN):042682152
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM HALPIN, JR.2023-07-27
0012021-01-01WILLIAM HALPIN, JR.2022-09-07
0012020-01-01WILLIAM HALPIN, JR.2021-09-08
0012019-01-01BILL HALPIN2021-01-05
0012018-01-01BILL HALPIN2021-01-05
0012017-01-01BILL HALPIN2021-01-05
0012016-01-01BILL HALPIN2021-01-05
0012015-01-01BILL HALPIN2021-01-05
0012014-01-01BILL HALPIN2021-01-05
0012013-01-01BILL HALPIN2021-01-05
0012012-01-01BILL HALPIN2021-01-05
0012011-01-01BILL HALPIN2021-01-05
0012010-01-01BILL HALPIN2021-01-05
0012009-01-01BILL HALPIN2021-01-05

Plan Statistics for SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN

401k plan membership statisitcs for SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01141
Total of all active and inactive participants2022-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01309
Number of participants with account balances2022-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01325
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01152
Total of all active and inactive participants2021-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01320
Number of participants with account balances2021-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01160
Total of all active and inactive participants2020-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01325
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01239
Total number of active participants reported on line 7a of the Form 55002019-01-01175
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01239
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-01176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01239
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01230
Total number of active participants reported on line 7a of the Form 55002017-01-01168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01231
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01229
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01230
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0166
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01212
Total number of active participants reported on line 7a of the Form 55002014-01-01159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01230
Number of participants with account balances2014-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01212
Total number of active participants reported on line 7a of the Form 55002013-01-01145
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01212
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01201
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01212
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01204
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0170
Total of all active and inactive participants2011-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01201
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01215
Total number of active participants reported on line 7a of the Form 55002010-01-01136
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01215
Number of participants with account balances2009-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN

Measure Date Value
2022 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-1,484,676
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$525,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$474,781
Value of total corrective distributions2022-12-31$1,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$507,796
Value of total assets at end of year2022-12-31$8,367,133
Value of total assets at beginning of year2022-12-31$10,377,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,266
Total interest from all sources2022-12-31$7,524
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$41,231
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$41,231
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$507,796
Participant contributions at end of year2022-12-31$35,044
Participant contributions at beginning of year2022-12-31$35,443
Participant contributions at end of year2022-12-31$15,080
Participant contributions at beginning of year2022-12-31$10,027
Administrative expenses (other) incurred2022-12-31$49,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,010,030
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,367,133
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,377,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,748,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,777,214
Interest on participant loans2022-12-31$1,570
Interest earned on other investments2022-12-31$5,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$568,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$554,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,041,227
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$474,781
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$1,975,688
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,056,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$981,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$498,713
Value of total assets at end of year2021-12-31$10,377,163
Value of total assets at beginning of year2021-12-31$9,457,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,756
Total interest from all sources2021-12-31$9,591
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$44,820
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$44,820
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$473,223
Participant contributions at end of year2021-12-31$35,443
Participant contributions at beginning of year2021-12-31$73,652
Participant contributions at end of year2021-12-31$10,027
Participant contributions at beginning of year2021-12-31$16,817
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,490
Administrative expenses (other) incurred2021-12-31$74,756
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$919,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,377,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,457,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,777,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,704,174
Interest on participant loans2021-12-31$1,997
Interest earned on other investments2021-12-31$7,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$554,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$663,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,422,564
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$981,633
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$2,151,217
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$516,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$467,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$683,729
Value of total assets at end of year2020-12-31$9,457,864
Value of total assets at beginning of year2020-12-31$7,823,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,043
Total interest from all sources2020-12-31$12,510
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$24,889
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$24,889
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$501,785
Participant contributions at end of year2020-12-31$73,652
Participant contributions at beginning of year2020-12-31$64,764
Participant contributions at end of year2020-12-31$16,817
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$177,816
Other income not declared elsewhere2020-12-31$918
Administrative expenses (other) incurred2020-12-31$49,043
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$1,634,290
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,457,864
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,823,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,704,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,718,909
Interest on participant loans2020-12-31$3,279
Interest earned on other investments2020-12-31$9,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$663,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,429,171
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$4,128
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$39,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$467,884
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2019 401k financial data
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 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$1,950,341
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$687,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$642,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$427,410
Value of total assets at end of year2019-12-31$7,823,574
Value of total assets at beginning of year2019-12-31$6,560,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,249
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$39,144
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$39,144
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$426,644
Participant contributions at end of year2019-12-31$64,764
Participant contributions at beginning of year2019-12-31$24,912
Administrative expenses (other) incurred2019-12-31$45,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,262,945
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,823,574
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,560,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,718,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,496,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,483,787
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$766
Employer contributions (assets) at end of year2019-12-31$39,901
Employer contributions (assets) at beginning of year2019-12-31$39,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$642,147
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$0
Total income from all sources (including contributions)2018-12-31$-6,083
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$805,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$761,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$386,536
Value of total assets at end of year2018-12-31$6,560,629
Value of total assets at beginning of year2018-12-31$7,371,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,003
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,245
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$42,245
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$383,923
Participant contributions at end of year2018-12-31$24,912
Participant contributions at beginning of year2018-12-31$72,977
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,060
Administrative expenses (other) incurred2018-12-31$44,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-811,340
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,560,629
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,371,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,496,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,261,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-434,864
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$2,613
Employer contributions (assets) at end of year2018-12-31$39,135
Employer contributions (assets) at beginning of year2018-12-31$36,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$761,254
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
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$1,519,239
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$555,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$508,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$363,928
Value of total assets at end of year2017-12-31$7,371,969
Value of total assets at beginning of year2017-12-31$6,408,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$47,790
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,633
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,633
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$345,651
Participant contributions at end of year2017-12-31$72,977
Participant contributions at beginning of year2017-12-31$87,297
Participant contributions at end of year2017-12-31$1,060
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,260
Administrative expenses (other) incurred2017-12-31$47,790
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$963,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,371,969
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,408,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,261,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,299,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,117,678
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,017
Employer contributions (assets) at end of year2017-12-31$36,522
Employer contributions (assets) at beginning of year2017-12-31$21,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$508,171
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
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$730,462
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$642,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$599,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$364,601
Value of total assets at end of year2016-12-31$6,408,691
Value of total assets at beginning of year2016-12-31$6,320,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,366
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,857
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$18,857
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$355,890
Participant contributions at end of year2016-12-31$87,297
Participant contributions at beginning of year2016-12-31$87,650
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,760
Administrative expenses (other) incurred2016-12-31$43,366
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$87,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,408,691
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,320,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,299,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,215,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$347,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,951
Employer contributions (assets) at end of year2016-12-31$21,505
Employer contributions (assets) at beginning of year2016-12-31$17,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$599,384
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
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$382,648
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$224,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$180,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$368,795
Value of total assets at end of year2015-12-31$6,320,979
Value of total assets at beginning of year2015-12-31$6,163,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,215
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,387
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,387
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$364,446
Participant contributions at end of year2015-12-31$87,650
Participant contributions at beginning of year2015-12-31$64,115
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$6,663
Administrative expenses (other) incurred2015-12-31$44,215
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$157,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,320,979
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,163,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,215,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,079,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,534
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,349
Employer contributions (assets) at end of year2015-12-31$17,554
Employer contributions (assets) at beginning of year2015-12-31$13,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$180,707
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
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$718,107
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$247,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$205,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,936
Value of total assets at end of year2014-12-31$6,163,253
Value of total assets at beginning of year2014-12-31$5,692,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$42,077
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$38,318
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$38,318
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$322,324
Participant contributions at end of year2014-12-31$64,115
Participant contributions at beginning of year2014-12-31$56,015
Participant contributions at end of year2014-12-31$6,663
Participant contributions at beginning of year2014-12-31$11,988
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,997
Administrative expenses (other) incurred2014-12-31$42,077
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$470,437
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,163,253
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,692,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,079,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,586,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$337,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,615
Employer contributions (assets) at end of year2014-12-31$13,205
Employer contributions (assets) at beginning of year2014-12-31$38,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$205,593
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
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$1,258,483
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$277,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$238,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$343,895
Value of total assets at end of year2013-12-31$5,692,816
Value of total assets at beginning of year2013-12-31$4,711,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,385
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$21,614
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$21,614
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$308,054
Participant contributions at end of year2013-12-31$56,015
Participant contributions at beginning of year2013-12-31$77,142
Participant contributions at end of year2013-12-31$11,988
Participant contributions at beginning of year2013-12-31$12,199
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,404
Administrative expenses (other) incurred2013-12-31$39,385
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$980,907
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,692,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,711,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,586,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,618,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$892,974
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$34,437
Employer contributions (assets) at end of year2013-12-31$38,686
Employer contributions (assets) at beginning of year2013-12-31$4,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$238,191
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
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$832,303
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$72,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$337,447
Value of total assets at end of year2012-12-31$4,711,909
Value of total assets at beginning of year2012-12-31$3,951,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,385
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,324
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,324
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$294,717
Participant contributions at end of year2012-12-31$77,142
Participant contributions at beginning of year2012-12-31$98,151
Participant contributions at end of year2012-12-31$12,199
Participant contributions at beginning of year2012-12-31$20,909
Administrative expenses (other) incurred2012-12-31$34,385
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$760,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,711,909
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,951,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,618,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,832,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$481,532
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$42,730
Employer contributions (assets) at end of year2012-12-31$4,249
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,836
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
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$181,781
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,046,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,013,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$289,662
Value of total assets at end of year2011-12-31$3,951,827
Value of total assets at beginning of year2011-12-31$4,816,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$32,764
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,929
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,929
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$289,662
Participant contributions at end of year2011-12-31$98,151
Participant contributions at beginning of year2011-12-31$54,273
Participant contributions at end of year2011-12-31$20,909
Participant contributions at beginning of year2011-12-31$12,383
Administrative expenses (other) incurred2011-12-31$32,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-864,690
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,951,827
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,816,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,832,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,749,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-117,810
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,013,707
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
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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$754,129
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$345,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$312,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$298,249
Value of total assets at end of year2010-12-31$4,816,517
Value of total assets at beginning of year2010-12-31$4,408,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,991
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$9,987
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$9,987
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$298,249
Participant contributions at end of year2010-12-31$54,273
Participant contributions at beginning of year2010-12-31$61,590
Participant contributions at end of year2010-12-31$12,383
Participant contributions at beginning of year2010-12-31$23,278
Administrative expenses (other) incurred2010-12-31$32,991
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$408,315
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,816,517
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,408,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,749,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,323,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$445,893
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 contributions2010-12-31Yes
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$312,823
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
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$0
Total income from all sources (including contributions)2009-12-31$1,063,448
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$295,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$267,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$323,032
Value of total assets at end of year2009-12-31$4,408,202
Value of total assets at beginning of year2009-12-31$3,640,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$27,987
Total interest from all sources2009-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$11,745
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$11,745
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$323,032
Participant contributions at end of year2009-12-31$61,590
Participant contributions at beginning of year2009-12-31$57,052
Participant contributions at end of year2009-12-31$23,278
Participant contributions at beginning of year2009-12-31$19,162
Administrative expenses (other) incurred2009-12-31$27,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$767,734
Value of net assets at end of year (total assets less liabilities)2009-12-31$4,408,202
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$3,640,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$4,323,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$3,564,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$728,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31Yes
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$267,727
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2009-12-31043499945

Form 5500 Responses for SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN

2022: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80188
Policy instance 1
Insurance contract or identification number307-80188
Number of Individuals Covered183
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,809
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,809
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80188
Policy instance 1
Insurance contract or identification number307-80188
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,100
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,100
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number307-80188
Policy instance 1
Insurance contract or identification number307-80188
Number of Individuals Covered224
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,824
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,824
Insurance broker organization code?3

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3