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JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 401k Plan overview

Plan NameJEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN
Plan identification number 007

JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC.
Employer identification number (EIN):133267068
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1984-11-15
Company Identification Number: 957205
Legal Registered Office Address: ATTN: ELI D. GREENBERG. ESQ.
444 MADISON AVENUE, 6TH FLOOR
NEW YORK
United States of America (USA)
10022

More information about JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072019-01-01
0072019-01-01
0072018-01-01
0072018-01-01
0072017-01-01AUDREY WATHEN
0072017-01-01ELLIOT HAGLER
0072016-01-01ELLIOTT HAGLER
0072015-01-01ELLIOTT HAGLER
0072014-01-01TOM GILMARTIN
0072013-01-01ROBERT DAVIS
0072012-01-01ROBERT S DAVIS
0072011-01-01ROBERT S DAVIS
0072010-01-01ROBERT S DAVIS
0072009-01-01ROBERT S DAVIS

Plan Statistics for JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN

401k plan membership statisitcs for JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN

Measure Date Value
2019: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01787
Total number of active participants reported on line 7a of the Form 55002019-01-01676
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01738
Number of participants with account balances2019-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01841
Total number of active participants reported on line 7a of the Form 55002018-01-01733
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01787
Number of participants with account balances2018-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01863
Total number of active participants reported on line 7a of the Form 55002017-01-01816
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01841
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,037
Total number of active participants reported on line 7a of the Form 55002016-01-01822
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01863
Number of participants with account balances2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,014
Total number of active participants reported on line 7a of the Form 55002015-01-011,023
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,037
Number of participants with account balances2015-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01873
Total number of active participants reported on line 7a of the Form 55002014-01-01997
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,014
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,044
Total number of active participants reported on line 7a of the Form 55002013-01-01859
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01873
Number of participants with account balances2013-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,097
Total number of active participants reported on line 7a of the Form 55002012-01-01968
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,044
Number of participants with account balances2012-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01842
Total number of active participants reported on line 7a of the Form 55002011-01-01987
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,097
Number of participants with account balances2011-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01876
Total number of active participants reported on line 7a of the Form 55002010-01-01821
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01842
Number of participants with account balances2010-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01584
Total number of active participants reported on line 7a of the Form 55002009-01-01857
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01876
Number of participants with account balances2009-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN

Measure Date Value
2019 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,017,525
Total income from all sources (including contributions)2019-12-31$1,017,525
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$359,343
Total of all expenses incurred2019-12-31$359,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$329,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$329,536
Expenses. Certain deemed distributions of participant loans2019-12-31$6,368
Expenses. Certain deemed distributions of participant loans2019-12-31$6,368
Value of total corrective distributions2019-12-31$5,544
Value of total corrective distributions2019-12-31$5,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$630,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$630,173
Value of total assets at end of year2019-12-31$3,105,888
Value of total assets at end of year2019-12-31$3,105,888
Value of total assets at beginning of year2019-12-31$2,447,706
Value of total assets at beginning of year2019-12-31$2,447,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,895
Total interest from all sources2019-12-31$20,006
Total interest from all sources2019-12-31$20,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$100,257
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$100,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$100,257
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$100,257
Administrative expenses professional fees incurred2019-12-31$17,580
Administrative expenses professional fees incurred2019-12-31$17,580
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$513,560
Contributions received from participants2019-12-31$513,560
Participant contributions at end of year2019-12-31$58,037
Participant contributions at end of year2019-12-31$58,037
Participant contributions at beginning of year2019-12-31$32,902
Participant contributions at beginning of year2019-12-31$32,902
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,984
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,984
Other income not declared elsewhere2019-12-31$10,556
Other income not declared elsewhere2019-12-31$10,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$658,182
Value of net income/loss2019-12-31$658,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,105,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,105,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,447,706
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,447,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,188,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,188,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,579,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,579,938
Interest on participant loans2019-12-31$1,806
Interest on participant loans2019-12-31$1,806
Interest earned on other investments2019-12-31$18,200
Interest earned on other investments2019-12-31$18,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$859,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$859,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$834,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$834,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$256,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$106,629
Contributions received in cash from employer2019-12-31$106,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$329,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$329,536
Contract administrator fees2019-12-31$315
Contract administrator fees2019-12-31$315
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
Accountancy firm EIN2019-12-31221478099
2018 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$540,914
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$156,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$146,078
Expenses. Certain deemed distributions of participant loans2017-12-31$10,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$310,926
Value of total assets at end of year2017-12-31$2,262,976
Value of total assets at beginning of year2017-12-31$1,878,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$110
Total interest from all sources2017-12-31$14,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,835
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$61,835
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$261,334
Participant contributions at end of year2017-12-31$3,676
Participant contributions at beginning of year2017-12-31$7,574
Other income not declared elsewhere2017-12-31$7,173
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$384,641
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,262,976
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,878,335
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$1,532,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,233,469
Interest on participant loans2017-12-31$791
Interest earned on other investments2017-12-31$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$727,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$637,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$146,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$49,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$146,078
Contract administrator fees2017-12-31$110
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 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$344,099
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$408,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$386,072
Expenses. Certain deemed distributions of participant loans2016-12-31$22,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$259,357
Value of total assets at end of year2016-12-31$1,878,335
Value of total assets at beginning of year2016-12-31$1,942,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$200
Total interest from all sources2016-12-31$19,526
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$72,444
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$72,444
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$210,237
Participant contributions at end of year2016-12-31$7,574
Participant contributions at beginning of year2016-12-31$11,324
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-64,199
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,878,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,942,534
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$1,233,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$798,053
Interest on participant loans2016-12-31$677
Interest earned on other investments2016-12-31$18,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$637,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,133,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-7,228
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$43,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$386,072
Contract administrator fees2016-12-31$200
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LOEB & TROPER LLP
Accountancy firm EIN2016-12-31131517563
2015 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$276,417
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$234,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$202,482
Expenses. Certain deemed distributions of participant loans2015-12-31$27,362
Value of total corrective distributions2015-12-31$4,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$237,766
Value of total assets at end of year2015-12-31$1,942,534
Value of total assets at beginning of year2015-12-31$1,900,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$194
Total interest from all sources2015-12-31$32,431
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$59,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$59,161
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$200,370
Participant contributions at end of year2015-12-31$11,324
Participant contributions at beginning of year2015-12-31$18,571
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$41,644
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,942,534
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,900,890
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$798,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$884,686
Interest on participant loans2015-12-31$990
Interest earned on other investments2015-12-31$31,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,133,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$997,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-52,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$37,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$202,482
Contract administrator fees2015-12-31$194
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LOEB & TROPER LLP
Accountancy firm EIN2015-12-31131517563
2014 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$319,440
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$210,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$168,997
Expenses. Certain deemed distributions of participant loans2014-12-31$20,879
Value of total corrective distributions2014-12-31$20,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$245,458
Value of total assets at end of year2014-12-31$1,900,890
Value of total assets at beginning of year2014-12-31$1,791,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$219
Total interest from all sources2014-12-31$31,394
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$60,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$60,926
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$195,920
Participant contributions at end of year2014-12-31$18,571
Participant contributions at beginning of year2014-12-31$27,219
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,234
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$109,161
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,900,890
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,791,729
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$884,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$814,009
Interest on participant loans2014-12-31$1,831
Interest earned on other investments2014-12-31$29,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$997,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$950,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-18,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$168,997
Contract administrator fees2014-12-31$219
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LOEB & TROPER LLP
Accountancy firm EIN2014-12-31131517563
2013 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$370,217
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$144,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$126,545
Expenses. Certain deemed distributions of participant loans2013-12-31$10,546
Value of total corrective distributions2013-12-31$7,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$193,262
Value of total assets at end of year2013-12-31$1,791,729
Value of total assets at beginning of year2013-12-31$1,566,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$388
Total interest from all sources2013-12-31$28,356
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$31,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$31,479
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,394
Participant contributions at end of year2013-12-31$27,219
Participant contributions at beginning of year2013-12-31$34,969
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$56
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$225,275
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,791,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,566,454
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$814,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$644,923
Interest on participant loans2013-12-31$1,163
Interest earned on other investments2013-12-31$27,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$950,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$884,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$117,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$34,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$126,545
Contract administrator fees2013-12-31$388
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LOEB & TROPER LLP
Accountancy firm EIN2013-12-31131517563
2012 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$2,558
Total income from all sources (including contributions)2012-12-31$308,153
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$172,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$171,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,247
Value of total assets at end of year2012-12-31$1,566,454
Value of total assets at beginning of year2012-12-31$1,433,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$260
Total interest from all sources2012-12-31$26,119
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,345
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$172,260
Participant contributions at end of year2012-12-31$34,969
Participant contributions at beginning of year2012-12-31$35,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$56
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,558
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$135,940
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,566,454
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,430,514
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$644,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$570,849
Interest on participant loans2012-12-31$1,207
Interest earned on other investments2012-12-31$24,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$884,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$823,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$66,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$33,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$171,953
Contract administrator fees2012-12-31$260
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LOEB & TROPER LLP
Accountancy firm EIN2012-12-31131517563
2011 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$2,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,109
Total income from all sources (including contributions)2011-12-31$228,781
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$456,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$456,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$211,020
Value of total assets at end of year2011-12-31$1,433,072
Value of total assets at beginning of year2011-12-31$1,661,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$264
Total interest from all sources2011-12-31$28,506
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,815
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$176,820
Participant contributions at end of year2011-12-31$35,411
Participant contributions at beginning of year2011-12-31$41,286
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-227,651
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,430,514
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,658,165
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$570,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$657,895
Interest on participant loans2011-12-31$1,745
Interest earned on other investments2011-12-31$26,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$823,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$957,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-25,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$34,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$456,168
Contract administrator fees2011-12-31$264
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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$3,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,907
Total income from all sources (including contributions)2010-12-31$347,228
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$88,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$86,827
Value of total corrective distributions2010-12-31$1,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$241,789
Value of total assets at end of year2010-12-31$1,661,274
Value of total assets at beginning of year2010-12-31$1,402,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$333
Total interest from all sources2010-12-31$30,886
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$12,622
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$190,592
Participant contributions at end of year2010-12-31$41,286
Participant contributions at beginning of year2010-12-31$39,620
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,907
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$258,999
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,658,165
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,399,166
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$657,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$553,617
Interest on participant loans2010-12-31$1,042
Interest earned on other investments2010-12-31$29,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$957,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$804,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$37,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$86,827
Contract administrator fees2010-12-31$333
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB & TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN

2019: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 401 (K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JEWISH HOME LIFECARE, HOME ASSISTANCE PERSONNEL, INC. 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number89436600087
Policy instance 1
Insurance contract or identification number89436600087
Number of Individuals Covered208
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered207
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered136
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered129
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered132
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 60139 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered170
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number892622087
Policy instance 1
Insurance contract or identification number892622087
Number of Individuals Covered177
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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