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KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameKINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN
Plan identification number 001

KINGSTON HEALTHCARE SAVINGS AND RETIREMENT 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

KINGSTON HEALTHCARE COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:KINGSTON HEALTHCARE COMPANY, LLC
Employer identification number (EIN):203781424
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DIANE FRENCH2023-10-03 DIANE FRENCH2023-10-03
0012021-01-01DIANE FRENCH2022-09-27 DIANE FRENCH2022-09-27
0012020-01-01JILL BIEDENHARN2021-07-28 JILL BIEDENHARN2021-07-28
0012019-01-01JILL BIEDENHARN2020-09-09 JILL BIEDENHARN2020-09-09
0012018-01-01JILL BIEDENHARN2019-09-27 JILL BIEDENHARN2019-09-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LARRY NIRSCHL LARRY NIRSCHL2013-07-24
0012011-01-01LARRY NIRSCHL LARRY NIRSCHL2012-07-27
0012010-01-01LARRY NIRSCHL LARRY NIRSCHL2011-07-21
0012009-01-01LARRY NIRSCHL LARRY NIRSCHL2010-08-13

Plan Statistics for KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,188
Total number of active participants reported on line 7a of the Form 55002022-01-011,567
Number of other retired or separated participants entitled to future benefits2022-01-01238
Total of all active and inactive participants2022-01-011,805
Total participants2022-01-011,805
Number of participants with account balances2022-01-01695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0152
2021: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,245
Total number of active participants reported on line 7a of the Form 55002021-01-01989
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01198
Total of all active and inactive participants2021-01-011,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,188
Number of participants with account balances2021-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,239
Total number of active participants reported on line 7a of the Form 55002020-01-011,089
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-011,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,245
Number of participants with account balances2020-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,197
Total number of active participants reported on line 7a of the Form 55002019-01-011,099
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01140
Total of all active and inactive participants2019-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,241
Number of participants with account balances2019-01-01706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,270
Total number of active participants reported on line 7a of the Form 55002018-01-011,095
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01101
Total of all active and inactive participants2018-01-011,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,197
Number of participants with account balances2018-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0140
2017: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,222
Total number of active participants reported on line 7a of the Form 55002017-01-011,190
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-011,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,270
Number of participants with account balances2017-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,175
Total number of active participants reported on line 7a of the Form 55002016-01-011,147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-011,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,222
Number of participants with account balances2016-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,099
Total number of active participants reported on line 7a of the Form 55002015-01-011,090
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,175
Number of participants with account balances2015-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,036
Total number of active participants reported on line 7a of the Form 55002014-01-011,037
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,099
Number of participants with account balances2014-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,002
Total number of active participants reported on line 7a of the Form 55002013-01-01987
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-011,036
Total participants2013-01-011,036
Number of participants with account balances2013-01-01462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,015
Total number of active participants reported on line 7a of the Form 55002012-01-01961
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,002
Number of participants with account balances2012-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01934
Total number of active participants reported on line 7a of the Form 55002011-01-01964
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,016
Number of participants with account balances2011-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01883
Total number of active participants reported on line 7a of the Form 55002010-01-01894
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01934
Number of participants with account balances2010-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01735
Total number of active participants reported on line 7a of the Form 55002009-01-01844
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0139
Total of all active and inactive participants2009-01-01883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01883
Number of participants with account balances2009-01-01443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,122
Total income from all sources (including contributions)2022-12-31$-2,171,049
Total of all expenses incurred2022-12-31$1,628,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,616,566
Value of total corrective distributions2022-12-31$2,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,608,031
Value of total assets at end of year2022-12-31$23,444,593
Value of total assets at beginning of year2022-12-31$27,256,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,156
Total interest from all sources2022-12-31$47,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,672,136
Participant contributions at end of year2022-12-31$135,346
Participant contributions at end of year2022-12-31$24,650
Participant contributions at beginning of year2022-12-31$73,567
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$510,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$15,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,799,476
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,441,888
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,241,364
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 pooled separate accounts at end of year2022-12-31$20,388,138
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,513,164
Interest on participant loans2022-12-31$3,318
Interest earned on other investments2022-12-31$44,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,471,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,213,999
Net investment gain/loss from pooled separate accounts2022-12-31$-4,826,647
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$425,072
Employer contributions (assets) at end of year2022-12-31$425,072
Employer contributions (assets) at beginning of year2022-12-31$455,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,616,566
Contract administrator fees2022-12-31$9,156
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 name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,828
Total income from all sources (including contributions)2021-12-31$5,610,208
Total of all expenses incurred2021-12-31$2,323,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,298,307
Value of total corrective distributions2021-12-31$15,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,281,492
Value of total assets at end of year2021-12-31$27,256,486
Value of total assets at beginning of year2021-12-31$23,968,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,883
Total interest from all sources2021-12-31$31,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,715,741
Participant contributions at end of year2021-12-31$73,567
Participant contributions at beginning of year2021-12-31$153,803
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$109,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$15,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,828
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$3,286,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,241,364
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,954,468
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 pooled separate accounts at end of year2021-12-31$24,513,164
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,423,556
Interest earned on other investments2021-12-31$31,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,213,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,911,734
Net investment gain/loss from pooled separate accounts2021-12-31$3,297,222
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$455,755
Employer contributions (assets) at end of year2021-12-31$455,756
Employer contributions (assets) at beginning of year2021-12-31$479,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,298,307
Contract administrator fees2021-12-31$9,883
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,619
Total income from all sources (including contributions)2020-12-31$5,411,966
Total of all expenses incurred2020-12-31$2,290,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,272,187
Value of total corrective distributions2020-12-31$13,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,309,478
Value of total assets at end of year2020-12-31$23,968,296
Value of total assets at beginning of year2020-12-31$20,835,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,957
Total interest from all sources2020-12-31$27,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,653,964
Participant contributions at end of year2020-12-31$153,803
Participant contributions at beginning of year2020-12-31$120,865
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$176,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,619
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$3,120,994
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,954,468
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,833,474
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 pooled separate accounts at end of year2020-12-31$21,423,556
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,307,230
Interest earned on other investments2020-12-31$27,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,911,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,955,771
Net investment gain/loss from pooled separate accounts2020-12-31$3,075,268
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$479,203
Employer contributions (assets) at end of year2020-12-31$479,203
Employer contributions (assets) at beginning of year2020-12-31$451,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,272,187
Contract administrator fees2020-12-31$4,957
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,673
Total income from all sources (including contributions)2019-12-31$5,626,130
Total of all expenses incurred2019-12-31$1,654,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,650,474
Value of total corrective distributions2019-12-31$1,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,144,570
Value of total assets at end of year2019-12-31$20,835,093
Value of total assets at beginning of year2019-12-31$16,863,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,077
Total interest from all sources2019-12-31$25,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,609,209
Participant contributions at end of year2019-12-31$120,865
Participant contributions at beginning of year2019-12-31$119,857
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$84,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,673
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$3,971,960
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,833,474
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,861,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$18,307,230
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,311,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$25,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,955,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,985,515
Net investment gain/loss from pooled separate accounts2019-12-31$3,456,242
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$451,227
Employer contributions (assets) at end of year2019-12-31$451,227
Employer contributions (assets) at beginning of year2019-12-31$446,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,650,474
Contract administrator fees2019-12-31$2,077
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2019-12-31341145015
2018 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,673
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,713
Total income from all sources (including contributions)2018-12-31$1,144,887
Total of all expenses incurred2018-12-31$1,814,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,812,245
Value of total corrective distributions2018-12-31$1,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,145,505
Value of total assets at end of year2018-12-31$16,863,187
Value of total assets at beginning of year2018-12-31$17,540,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$950
Total interest from all sources2018-12-31$19,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,573,970
Participant contributions at end of year2018-12-31$119,857
Participant contributions at beginning of year2018-12-31$146,439
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$125,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-669,981
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,861,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,531,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,311,430
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,966,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,985,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,985,518
Net investment gain/loss from pooled separate accounts2018-12-31$-1,019,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$446,385
Employer contributions (assets) at end of year2018-12-31$446,385
Employer contributions (assets) at beginning of year2018-12-31$441,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,812,245
Contract administrator fees2018-12-31$950
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2018-12-31341145015
2017 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,551
Total income from all sources (including contributions)2017-12-31$4,338,737
Total of all expenses incurred2017-12-31$1,075,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,069,236
Value of total corrective distributions2017-12-31$5,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,986,599
Value of total assets at end of year2017-12-31$17,540,208
Value of total assets at beginning of year2017-12-31$14,276,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$450
Total interest from all sources2017-12-31$18,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,499,108
Participant contributions at end of year2017-12-31$146,439
Participant contributions at beginning of year2017-12-31$133,755
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,551
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$3,263,131
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,531,495
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,268,364
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 pooled separate accounts at end of year2017-12-31$14,966,650
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,003,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,985,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,737,023
Net investment gain/loss from pooled separate accounts2017-12-31$2,333,188
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$441,601
Employer contributions (assets) at end of year2017-12-31$441,601
Employer contributions (assets) at beginning of year2017-12-31$402,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,069,236
Contract administrator fees2017-12-31$450
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 name2017-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2017-12-31341145015
2016 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,790
Total income from all sources (including contributions)2016-12-31$2,800,038
Total of all expenses incurred2016-12-31$1,388,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,379,385
Value of total corrective distributions2016-12-31$8,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,010,050
Value of total assets at end of year2016-12-31$14,276,915
Value of total assets at beginning of year2016-12-31$12,861,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$300
Total interest from all sources2016-12-31$19,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,370,962
Participant contributions at end of year2016-12-31$133,755
Participant contributions at beginning of year2016-12-31$118,651
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,413
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,551
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,790
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$1,411,802
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,268,364
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,856,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$12,003,586
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,561,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$19,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,737,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,814,302
Net investment gain/loss from pooled separate accounts2016-12-31$770,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$402,675
Employer contributions (assets) at end of year2016-12-31$402,551
Employer contributions (assets) at beginning of year2016-12-31$366,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,379,385
Contract administrator fees2016-12-31$300
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 name2016-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2016-12-31341145015
2015 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,931
Total income from all sources (including contributions)2015-12-31$1,741,381
Total of all expenses incurred2015-12-31$1,125,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,119,958
Value of total corrective distributions2015-12-31$4,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,701,573
Value of total assets at end of year2015-12-31$12,861,352
Value of total assets at beginning of year2015-12-31$12,245,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$450
Total interest from all sources2015-12-31$19,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,283,450
Participant contributions at end of year2015-12-31$118,651
Participant contributions at beginning of year2015-12-31$80,156
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,931
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$616,183
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,856,562
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,240,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$10,561,923
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,321,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,814,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,527,445
Net investment gain/loss from pooled separate accounts2015-12-31$20,760
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$366,476
Employer contributions (assets) at end of year2015-12-31$366,476
Employer contributions (assets) at beginning of year2015-12-31$316,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,119,958
Contract administrator fees2015-12-31$450
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 name2015-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2015-12-31341145015
2014 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,124
Total income from all sources (including contributions)2014-12-31$2,246,081
Total of all expenses incurred2014-12-31$909,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$904,456
Value of total corrective distributions2014-12-31$4,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,513,532
Value of total assets at end of year2014-12-31$12,245,310
Value of total assets at beginning of year2014-12-31$10,909,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$450
Total interest from all sources2014-12-31$18,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,108,459
Participant contributions at end of year2014-12-31$80,156
Participant contributions at beginning of year2014-12-31$72,947
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$88,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,124
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$1,336,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,240,379
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,904,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$10,321,392
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,050,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,527,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,503,191
Net investment gain/loss from pooled separate accounts2014-12-31$713,742
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$316,317
Employer contributions (assets) at end of year2014-12-31$316,317
Employer contributions (assets) at beginning of year2014-12-31$283,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$904,456
Contract administrator fees2014-12-31$450
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 name2014-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2014-12-31341145015
2013 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,611
Total income from all sources (including contributions)2013-12-31$2,965,064
Total of all expenses incurred2013-12-31$826,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$821,125
Value of total corrective distributions2013-12-31$5,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,383,419
Value of total assets at end of year2013-12-31$10,909,259
Value of total assets at beginning of year2013-12-31$8,772,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$300
Total interest from all sources2013-12-31$20,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,042,027
Participant contributions at end of year2013-12-31$72,947
Participant contributions at beginning of year2013-12-31$69,603
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$58,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,611
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$2,138,515
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,904,135
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,765,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$9,050,024
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,789,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,503,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,634,814
Net investment gain/loss from pooled separate accounts2013-12-31$1,560,673
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$283,097
Employer contributions (assets) at end of year2013-12-31$283,097
Employer contributions (assets) at beginning of year2013-12-31$278,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$821,125
Contract administrator fees2013-12-31$300
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 name2013-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2013-12-31341145015
2012 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT 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$6,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,266
Total income from all sources (including contributions)2012-12-31$2,225,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$995,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$988,437
Value of total corrective distributions2012-12-31$6,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,292,661
Value of total assets at end of year2012-12-31$8,772,231
Value of total assets at beginning of year2012-12-31$7,538,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$24,979
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$948,117
Participant contributions at end of year2012-12-31$69,603
Participant contributions at beginning of year2012-12-31$74,482
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$66,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,266
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$1,230,110
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,765,620
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,535,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$6,789,707
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,836,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,634,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,381,347
Net investment gain/loss from pooled separate accounts2012-12-31$907,668
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$278,109
Employer contributions (assets) at end of year2012-12-31$278,107
Employer contributions (assets) at beginning of year2012-12-31$246,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$988,437
Contract administrator fees2012-12-31$150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2012-12-31341145015
2011 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT 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$3,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,010
Total income from all sources (including contributions)2011-12-31$1,024,805
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$729,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$725,828
Value of total corrective distributions2011-12-31$3,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,186,540
Value of total assets at end of year2011-12-31$7,538,776
Value of total assets at beginning of year2011-12-31$7,244,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$35,439
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$884,230
Participant contributions at end of year2011-12-31$74,482
Participant contributions at beginning of year2011-12-31$70,200
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,010
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$295,711
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,535,510
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,239,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,836,305
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,661,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$35,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,381,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,273,588
Net investment gain/loss from pooled separate accounts2011-12-31$-197,174
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$246,982
Employer contributions (assets) at end of year2011-12-31$246,642
Employer contributions (assets) at beginning of year2011-12-31$239,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$725,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2011-12-31341145015
2010 : KINGSTON HEALTHCARE SAVINGS AND RETIREMENT 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$5,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,994
Total income from all sources (including contributions)2010-12-31$1,829,050
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$475,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$472,138
Value of total corrective distributions2010-12-31$3,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,113,145
Value of total assets at end of year2010-12-31$7,244,809
Value of total assets at beginning of year2010-12-31$5,889,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$34,967
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$872,586
Participant contributions at end of year2010-12-31$70,200
Participant contributions at beginning of year2010-12-31$75,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,994
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$1,353,200
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,239,799
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,886,599
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 pooled separate accounts at end of year2010-12-31$5,661,627
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,446,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,273,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,129,841
Net investment gain/loss from pooled separate accounts2010-12-31$680,938
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$240,559
Employer contributions (assets) at end of year2010-12-31$239,394
Employer contributions (assets) at beginning of year2010-12-31$237,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$472,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31WILLIAM VAUGHAN COMPANY
Accountancy firm EIN2010-12-31341145015

Form 5500 Responses for KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN

2022: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: KINGSTON HEALTHCARE SAVINGS AND RETIREMENT 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered695
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $59,624
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
Commission paid to Insurance BrokerUSD $59,624
Amount paid for insurance broker fees0
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered694
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $74,749
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
Commission paid to Insurance BrokerUSD $74,749
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered707
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $60,840
Total amount of fees paid to insurance companyUSD $9,976
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $60,840
Insurance broker organization code?3
Amount paid for insurance broker fees9976
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered693
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $55,611
Total amount of fees paid to insurance companyUSD $9,048
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
Commission paid to Insurance BrokerUSD $55,611
Insurance broker organization code?3
Amount paid for insurance broker fees9048
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered682
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $59,655
Total amount of fees paid to insurance companyUSD $8,696
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
Commission paid to Insurance BrokerUSD $59,655
Insurance broker organization code?3
Amount paid for insurance broker fees8696
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered668
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $53,698
Total amount of fees paid to insurance companyUSD $7,402
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
Commission paid to Insurance BrokerUSD $53,698
Insurance broker organization code?3
Amount paid for insurance broker fees7402
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES PAID TO THIRD PARTY ADMINISTRATOR
Insurance broker namePENSION INNOVATIONS & CONSULTING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered556
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $42,685
Total amount of fees paid to insurance companyUSD $7,451
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
Commission paid to Insurance BrokerUSD $42,685
Insurance broker organization code?3
Amount paid for insurance broker fees7451
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES PAID TO THIRD PARTY ADMINISTRATOR
Insurance broker namePENSION INNOVATIONS & CONSULTING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered496
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,735
Total amount of fees paid to insurance companyUSD $7,449
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
Commission paid to Insurance BrokerUSD $38,735
Insurance broker organization code?3
Amount paid for insurance broker fees7449
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES PAID TO THIRD PARTY ADMINISTRATOR
Insurance broker namePENSION INNOVATIONS & CONSULTING
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered456
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,662
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
Commission paid to Insurance BrokerUSD $32,662
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 1
Insurance contract or identification number875478
Number of Individuals Covered449
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,665
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
Commission paid to Insurance BrokerUSD $22,987
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS771
Policy instance 1
Insurance contract or identification numberPHS771
Number of Individuals Covered513
Insurance policy start date2011-01-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $24,243
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number875478
Policy instance 2
Insurance contract or identification number875478
Number of Individuals Covered467
Insurance policy start date2011-10-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,183
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHS771
Policy instance 1
Insurance contract or identification numberPHS771
Number of Individuals Covered489
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,040
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
Commission paid to Insurance BrokerUSD $3,667
Insurance broker organization code?3
Insurance broker nameTBC AGENCY INC

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