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403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.
Plan identification number 004

403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

VISITING HEALTH SERVICES OF NEW JER SEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING HEALTH SERVICES OF NEW JER SEY, INC.
Employer identification number (EIN):222003429
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042017-07-01MARYANNE VOAG2019-04-01
0042016-07-01MARYANNE VOAG, DIRECTOR OF HR MARYANNE VOAG, DIRECTOR OF HR2018-04-17
0042015-07-01MARYANNE VOAG
0042014-07-01MARYANNE VOAG
0042013-07-01MARYANNE VOAG ARTHUR KLEPPER2015-04-15
0042012-07-01MARYANNE VOAG ARTHUR KLEPPER2014-03-24
0042011-07-01MARYANNE VOAG ARTHUR KLEPPER2013-02-25
0042009-07-01MARYANNE VOAG ARTHUR KLEPPER2011-02-07

Plan Statistics for 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Measure Date Value
2016: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01123
Total number of active participants reported on line 7a of the Form 55002016-07-0110
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0168
Total of all active and inactive participants2016-07-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0178
Number of participants with account balances2016-07-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0159
2015: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01113
Total number of active participants reported on line 7a of the Form 55002015-07-0173
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0150
Total of all active and inactive participants2015-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01123
Number of participants with account balances2015-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01117
Total number of active participants reported on line 7a of the Form 55002014-07-0160
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0153
Total of all active and inactive participants2014-07-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01113
Number of participants with account balances2014-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018
2013: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01108
Total number of active participants reported on line 7a of the Form 55002013-07-0166
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0151
Total of all active and inactive participants2013-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01117
Number of participants with account balances2013-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01110
Total number of active participants reported on line 7a of the Form 55002012-07-0171
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0137
Total of all active and inactive participants2012-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01108
Number of participants with account balances2012-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-015
2011: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01106
Total number of active participants reported on line 7a of the Form 55002011-07-0176
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0134
Total of all active and inactive participants2011-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01110
Number of participants with account balances2011-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2009: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01110
Total number of active participants reported on line 7a of the Form 55002009-07-0176
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-0131
Total of all active and inactive participants2009-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01108
Number of participants with account balances2009-07-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

Measure Date Value
2017 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,520,383
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$6,743,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$6,742,334
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$611,260
Value of total assets at end of year2017-06-30$2,651,865
Value of total assets at beginning of year2017-06-30$7,874,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$840
Total interest from all sources2017-06-30$26,526
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$358,154
Participant contributions at end of year2017-06-30$43,596
Participant contributions at beginning of year2017-06-30$94,189
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$217,275
Other income not declared elsewhere2017-06-30$4,082
Administrative expenses (other) incurred2017-06-30$840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-5,222,791
Value of net assets at end of year (total assets less liabilities)2017-06-30$2,651,865
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,874,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,619,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$5,269,454
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$26,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$988,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,511,013
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$878,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$35,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,742,334
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CULLARI CARRICO, LLC
Accountancy firm EIN2017-06-30270623664
2016 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$376,986
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$290,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$289,135
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$415,022
Value of total assets at end of year2016-06-30$7,874,656
Value of total assets at beginning of year2016-06-30$7,787,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$894
Total interest from all sources2016-06-30$25,512
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$321,063
Participant contributions at end of year2016-06-30$94,189
Participant contributions at beginning of year2016-06-30$86,308
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$55,816
Other income not declared elsewhere2016-06-30$12
Administrative expenses (other) incurred2016-06-30$894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$86,957
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,874,656
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,787,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$5,269,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$5,276,327
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$25,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,511,013
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,425,064
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-63,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$38,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$289,135
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CULLARI CARRICO LLC
Accountancy firm EIN2016-06-30270623664
2015 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$722,645
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,076,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,076,084
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$443,495
Value of total assets at end of year2015-06-30$7,787,699
Value of total assets at beginning of year2015-06-30$8,141,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$200
Total interest from all sources2015-06-30$30,432
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$359,807
Participant contributions at end of year2015-06-30$86,308
Participant contributions at beginning of year2015-06-30$107,515
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$47,292
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-353,639
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,787,699
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,141,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$5,276,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,822,884
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$30,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,425,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,210,939
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$248,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$36,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,076,084
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CULLARI CARRICO LLC
Accountancy firm EIN2015-06-30270623664
2014 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,317,084
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$548,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$540,791
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$380,568
Value of total assets at end of year2014-06-30$8,141,338
Value of total assets at beginning of year2014-06-30$7,372,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,426
Total interest from all sources2014-06-30$31,608
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$324,011
Participant contributions at end of year2014-06-30$107,514
Participant contributions at beginning of year2014-06-30$136,196
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$19,387
Other income not declared elsewhere2014-06-30$3,547
Administrative expenses (other) incurred2014-06-30$7,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$768,867
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,141,338
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,372,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,822,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,217,645
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$31,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,210,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,018,630
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$901,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$37,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$540,791
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CULLARI CARRICO LLC
Accountancy firm EIN2014-06-30270623664
2013 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,088,302
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$488,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$479,999
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$445,757
Value of total assets at end of year2013-06-30$7,372,471
Value of total assets at beginning of year2013-06-30$6,772,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$8,333
Total interest from all sources2013-06-30$42,789
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$401,118
Participant contributions at end of year2013-06-30$136,196
Participant contributions at beginning of year2013-06-30$98,835
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,926
Other income not declared elsewhere2013-06-30$3,880
Administrative expenses (other) incurred2013-06-30$8,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$599,970
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,372,471
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,772,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$4,217,645
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,834,574
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$42,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,018,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,839,092
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$595,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$42,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$479,999
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CULLARI,CARRICO,SOOJIAN,BURKE LLC
Accountancy firm EIN2013-06-30270623664
2012 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$532,102
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$180,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$172,037
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$486,676
Value of total assets at end of year2012-06-30$6,772,501
Value of total assets at beginning of year2012-06-30$6,420,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,063
Total interest from all sources2012-06-30$53,600
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$428,007
Participant contributions at end of year2012-06-30$98,835
Participant contributions at beginning of year2012-06-30$115,117
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$16,128
Other income not declared elsewhere2012-06-30$4,366
Administrative expenses (other) incurred2012-06-30$8,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$352,002
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,772,501
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$6,420,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$3,834,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,968,119
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$53,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,839,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,337,263
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-12,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$42,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$172,037
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CULLARI CARRICO SOOJIAN BURKE LLC
Accountancy firm EIN2012-06-30270623664
2011 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,506,777
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$183,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$180,359
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$519,383
Value of total assets at end of year2011-06-30$6,420,499
Value of total assets at beginning of year2011-06-30$5,097,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,982
Total interest from all sources2011-06-30$47,837
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$423,935
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$20,095
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$49,418
Administrative expenses (other) incurred2011-06-30$2,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,323,436
Value of net assets at end of year (total assets less liabilities)2011-06-30$6,420,499
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,097,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,968,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,082,261
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$47,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,452,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,992,507
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$939,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$46,030
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$2,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$180,359
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CULLARI CARRICO SOOJIAN BURKE LLC
Accountancy firm EIN2011-06-30270623664
2010 : 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC.

2016: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF VISITING HEALTH SERVICES OF NEW JERSEY, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered123
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $472
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees472
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered113
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $371
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees371
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered117
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $700
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees700
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePARSIPPANY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered108
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,134
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees309
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSCOTT RITCHIE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered110
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,941
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014765E
Policy instance 1
Insurance contract or identification number014765E
Number of Individuals Covered106
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $448
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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