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REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 401k Plan overview

Plan NameREGIONAL HOSPICE OF WESTERN CT 401(K) PLAN
Plan identification number 001

REGIONAL HOSPICE OF WESTERN CT 401(K) 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.

401k Sponsoring company profile

REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE has sponsored the creation of one or more 401k plans.

Company Name:REGIONAL HOSPICE & HOME CARE OF WESTERN CT, INC. DBA REGIONAL HOSPICE
Employer identification number (EIN):061178847
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REGIONAL HOSPICE OF WESTERN CT 401(K) 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
0012017-01-01PAUL SIROIS
0012017-01-01PAUL SIROIS
0012016-01-01PAUL L SIROIS
0012016-01-01
0012015-01-01PAUL L. SIROIS2016-07-26
0012014-01-01CYNTHIA ROY2015-06-17
0012013-01-01CYNTHIA ROY2014-07-18
0012012-01-01REGIONAL HOSPICE AND HOME CARE
0012011-01-01CYNTHIA ROY-SQUITIERI2013-09-09
0012010-01-01CYNTHIA ROY-SQUITIERI2011-09-14
0012009-01-01KAREN BROTHERHOOD CYNTHIS ROY-SQUITIERI2010-07-26

Plan Statistics for REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN

401k plan membership statisitcs for REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN

Measure Date Value
2022: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01172
Number of participants with account balances2022-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01173
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01188
Number of participants with account balances2021-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01127
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01172
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01148
Total number of active participants reported on line 7a of the Form 55002018-01-01132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01157
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-01130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01129
Total number of active participants reported on line 7a of the Form 55002016-01-01146
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2012: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0166
Total number of active participants reported on line 7a of the Form 55002012-01-0156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0167
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0155
Number of participants with account balances2009-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN

Measure Date Value
2022 : REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-155,765
Total of all expenses incurred2022-12-31$367,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$339,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$777,620
Value of total assets at end of year2022-12-31$5,207,045
Value of total assets at beginning of year2022-12-31$5,730,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,167
Total interest from all sources2022-12-31$8,570
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$216,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$216,722
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$498,120
Participant contributions at end of year2022-12-31$111,843
Participant contributions at beginning of year2022-12-31$151,919
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-523,454
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,207,045
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,730,499
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$4,433,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,429,708
Interest on participant loans2022-12-31$6,267
Interest earned on other investments2022-12-31$2,303
Value of interest in common/collective trusts at end of year2022-12-31$54,037
Value of interest in common/collective trusts at beginning of year2022-12-31$41,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$608,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$107,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,151,381
Net investment gain or loss from common/collective trusts2022-12-31$-7,296
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$228,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$339,522
Contract administrator fees2022-12-31$28,167
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 name2022-12-31FIORITA, KORNHAAS, & COMPANY, PC
Accountancy firm EIN2022-12-31061183747
2021 : REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,316,947
Total of all expenses incurred2021-12-31$458,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$432,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$756,824
Value of total assets at end of year2021-12-31$5,730,499
Value of total assets at beginning of year2021-12-31$4,871,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$25,710
Total interest from all sources2021-12-31$5,489
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$286,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$286,693
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$501,910
Participant contributions at end of year2021-12-31$151,919
Participant contributions at beginning of year2021-12-31$91,192
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,740
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,074
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$858,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,730,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,871,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,429,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,674,096
Interest on participant loans2021-12-31$4,507
Interest earned on other investments2021-12-31$982
Value of interest in common/collective trusts at end of year2021-12-31$41,210
Value of interest in common/collective trusts at beginning of year2021-12-31$14,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$107,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$91,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$263,538
Net investment gain or loss from common/collective trusts2021-12-31$4,403
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$229,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$426,544
Contract administrator fees2021-12-31$25,710
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 name2021-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2021-12-31010523282
2020 : REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,193,450
Total of all expenses incurred2020-12-31$712,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$703,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$694,287
Value of total assets at end of year2020-12-31$4,871,880
Value of total assets at beginning of year2020-12-31$4,390,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,824
Total interest from all sources2020-12-31$1,899
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$232,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$232,855
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 period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$434,503
Participant contributions at end of year2020-12-31$91,192
Participant contributions at beginning of year2020-12-31$49,520
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,264
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$480,968
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,871,880
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,390,912
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$4,674,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,996,333
Interest on participant loans2020-12-31$1,899
Value of interest in common/collective trusts at end of year2020-12-31$14,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$345,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$345,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$91,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$262,961
Net investment gain or loss from common/collective trusts2020-12-31$1,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$229,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$703,658
Contract administrator fees2020-12-31$8,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : REGIONAL HOSPICE OF WESTERN CT 401(K) 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$1,477,139
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$331,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$330,731
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$792,625
Value of total assets at end of year2019-12-31$4,390,912
Value of total assets at beginning of year2019-12-31$3,245,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$779
Total interest from all sources2019-12-31$6,633
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$174,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$174,165
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
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$444,714
Participant contributions at end of year2019-12-31$49,520
Participant contributions at beginning of year2019-12-31$70,224
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$127,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,145,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,390,912
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,245,283
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
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,996,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,941,143
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,752
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$345,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$233,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$233,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,881
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$503,716
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$220,310
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$330,731
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2019-12-31010523282
2018 : REGIONAL HOSPICE OF WESTERN CT 401(K) 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$348,012
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$754,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$741,926
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$10,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$602,688
Value of total assets at end of year2018-12-31$3,245,283
Value of total assets at beginning of year2018-12-31$3,651,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,825
Total interest from all sources2018-12-31$3,600
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$231,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$231,937
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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$381,824
Participant contributions at end of year2018-12-31$70,224
Participant contributions at beginning of year2018-12-31$101,008
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$47,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$975
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-406,669
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,245,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,651,952
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
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,941,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,395,340
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$3,600
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$233,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$155,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$155,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-490,213
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
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
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$173,272
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$741,926
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$850
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2018-12-31010523282
2017 : REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,201,658
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$504,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$501,482
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$663,687
Value of total assets at end of year2017-12-31$3,651,952
Value of total assets at beginning of year2017-12-31$2,954,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,867
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$4,197
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,652
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$439,008
Participant contributions at end of year2017-12-31$101,008
Participant contributions at beginning of year2017-12-31$100,001
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$35,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$697,309
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,651,952
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,954,643
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,395,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,833,118
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$4,197
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$155,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$21,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$21,524
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$522,122
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$189,658
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$501,482
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$2,867
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2017-12-31010523282
2016 : REGIONAL HOSPICE OF WESTERN CT 401(K) 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$1,044,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$75,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$74,258
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$848,795
Value of total assets at end of year2016-12-31$2,954,643
Value of total assets at beginning of year2016-12-31$1,985,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$860
Total interest from all sources2016-12-31$2,824
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$125,834
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$376,853
Participant contributions at end of year2016-12-31$100,001
Participant contributions at beginning of year2016-12-31$34,877
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$318,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$969,444
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,954,643
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,985,199
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
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,833,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,947,756
Interest on participant loans2016-12-31$2,824
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$21,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$67,109
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$153,442
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$74,258
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$860
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BERRY, DUNN, MCNEIL & PARKER
Accountancy firm EIN2016-12-31010523282
2012 : REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,072,026
Expenses. Total of all expenses incurred2012-12-31$115,986
Benefits paid (including direct rollovers)2012-12-31$114,790
Total plan assets at end of year2012-12-31$956,040
Total plan assets at beginning of year2012-12-31$0
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$94,108
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$935,025
Net income (gross income less expenses)2012-12-31$956,040
Net plan assets at end of year (total assets less liabilities)2012-12-31$956,040
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Assets. Value of participant loans2012-12-31$1,231
Total contributions received or receivable from employer(s)2012-12-31$42,893
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0

Form 5500 Responses for REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN

2022: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: REGIONAL HOSPICE OF WESTERN CT 401(K) 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: REGIONAL HOSPICE OF WESTERN CT 401(K) 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: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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
2012: REGIONAL HOSPICE OF WESTERN CT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: REGIONAL HOSPICE OF WESTERN CT 401(K) 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 - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510081-01
Policy instance 1
Insurance contract or identification number510081-01
Number of Individuals Covered17
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510081-01
Policy instance 1
Insurance contract or identification number510081-01
Number of Individuals Covered11
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number510081-01
Policy instance 1
Insurance contract or identification number510081-01
Number of Individuals Covered3
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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