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CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 401k Plan overview

Plan NameCENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN
Plan identification number 001

CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

CENTER FOR HOPE HOSPICE INC has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR HOPE HOSPICE INC
Employer identification number (EIN):222444824
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01
0012021-03-01
0012020-03-01
0012019-03-01FRANK BRADY2020-09-25
0012018-03-01FRANK BRADY2019-09-03
0012017-03-01
0012016-03-01
0012015-03-01
0012014-03-01JAMES CHEN
0012013-03-01JAMES CHEN
0012012-03-01JAMES CHEN
0012011-03-01JAMES CHEN
0012010-03-01JAMES CHEN
0012009-03-01JAMES CHEN
0012009-03-01G GALLAGHER

Plan Statistics for CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN

401k plan membership statisitcs for CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN

Measure Date Value
2022: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01143
Total number of active participants reported on line 7a of the Form 55002022-03-01130
Number of retired or separated participants receiving benefits2022-03-010
Number of other retired or separated participants entitled to future benefits2022-03-0112
Total of all active and inactive participants2022-03-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-010
Total participants2022-03-01142
Number of participants with account balances2022-03-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-0131
2021: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01141
Total number of active participants reported on line 7a of the Form 55002021-03-01121
Number of retired or separated participants receiving benefits2021-03-010
Number of other retired or separated participants entitled to future benefits2021-03-0114
Total of all active and inactive participants2021-03-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-010
Total participants2021-03-01135
Number of participants with account balances2021-03-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-010
2020: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01146
Total number of active participants reported on line 7a of the Form 55002020-03-01128
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-0113
Total of all active and inactive participants2020-03-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-01141
Number of participants with account balances2020-03-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-010
2019: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01130
Total number of active participants reported on line 7a of the Form 55002019-03-01119
Number of retired or separated participants receiving benefits2019-03-011
Number of other retired or separated participants entitled to future benefits2019-03-0111
Total of all active and inactive participants2019-03-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-01131
Number of participants with account balances2019-03-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-010
2018: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01131
Total number of active participants reported on line 7a of the Form 55002018-03-01110
Number of retired or separated participants receiving benefits2018-03-011
Number of other retired or separated participants entitled to future benefits2018-03-0119
Total of all active and inactive participants2018-03-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01130
Number of participants with account balances2018-03-0136
2017: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01126
Total number of active participants reported on line 7a of the Form 55002017-03-01108
Number of retired or separated participants receiving benefits2017-03-011
Number of other retired or separated participants entitled to future benefits2017-03-0122
Total of all active and inactive participants2017-03-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01131
Number of participants with account balances2017-03-0140
2016: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01179
Total number of active participants reported on line 7a of the Form 55002016-03-01103
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-0123
Total of all active and inactive participants2016-03-01126
Total participants2016-03-01126
Number of participants with account balances2016-03-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
2015: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0198
Total number of active participants reported on line 7a of the Form 55002015-03-01157
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-0122
Total of all active and inactive participants2015-03-01179
Total participants2015-03-01179
Number of participants with account balances2015-03-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01164
Total number of active participants reported on line 7a of the Form 55002014-03-0185
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-0113
Total of all active and inactive participants2014-03-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-0198
Number of participants with account balances2014-03-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01155
Total number of active participants reported on line 7a of the Form 55002013-03-01149
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-0115
Total of all active and inactive participants2013-03-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01164
Number of participants with account balances2013-03-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01183
Total number of active participants reported on line 7a of the Form 55002012-03-01130
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-0125
Total of all active and inactive participants2012-03-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01155
Number of participants with account balances2012-03-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-010
2011: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01206
Total number of active participants reported on line 7a of the Form 55002011-03-01156
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-0127
Total of all active and inactive participants2011-03-01183
Total participants2011-03-01183
Number of participants with account balances2011-03-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2010: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01187
Total number of active participants reported on line 7a of the Form 55002010-03-01194
Number of retired or separated participants receiving benefits2010-03-010
Number of other retired or separated participants entitled to future benefits2010-03-0112
Total of all active and inactive participants2010-03-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01206
Number of participants with account balances2010-03-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-010
2009: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01176
Total number of active participants reported on line 7a of the Form 55002009-03-01174
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-0113
Total of all active and inactive participants2009-03-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01187
Number of participants with account balances2009-03-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-010

Financial Data on CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN

Measure Date Value
2023 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$0
Total unrealized appreciation/depreciation of assets2023-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Expenses. Interest paid2023-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-02-28$0
Total income from all sources (including contributions)2023-02-28$59,334
Total loss/gain on sale of assets2023-02-28$0
Total of all expenses incurred2023-02-28$139,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$132,266
Expenses. Certain deemed distributions of participant loans2023-02-28$0
Value of total corrective distributions2023-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$169,361
Value of total assets at end of year2023-02-28$2,004,554
Value of total assets at beginning of year2023-02-28$2,085,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$7,532
Total income from rents2023-02-28$0
Total interest from all sources2023-02-28$14,314
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$0
Assets. Real estate other than employer real property at end of year2023-02-28$0
Assets. Real estate other than employer real property at beginning of year2023-02-28$0
Administrative expenses professional fees incurred2023-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-02-28$0
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$169,361
Participant contributions at end of year2023-02-28$6,813
Participant contributions at beginning of year2023-02-28$8,580
Participant contributions at end of year2023-02-28$0
Participant contributions at beginning of year2023-02-28$0
Assets. Other investments not covered elsewhere at end of year2023-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2023-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2023-02-28$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$0
Assets. Loans (other than to participants) at end of year2023-02-28$0
Assets. Loans (other than to participants) at beginning of year2023-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$0
Other income not declared elsewhere2023-02-28$0
Administrative expenses (other) incurred2023-02-28$0
Liabilities. Value of operating payables at end of year2023-02-28$0
Liabilities. Value of operating payables at beginning of year2023-02-28$0
Total non interest bearing cash at end of year2023-02-28$0
Total non interest bearing cash at beginning of year2023-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Income. Non cash contributions2023-02-28$0
Value of net income/loss2023-02-28$-80,464
Value of net assets at end of year (total assets less liabilities)2023-02-28$2,004,554
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$2,085,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Assets. partnership/joint venture interests at end of year2023-02-28$0
Assets. partnership/joint venture interests at beginning of year2023-02-28$0
Investment advisory and management fees2023-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$1,179,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$1,191,161
Value of interest in pooled separate accounts at end of year2023-02-28$0
Value of interest in pooled separate accounts at beginning of year2023-02-28$0
Interest on participant loans2023-02-28$313
Income. Interest from loans (other than to participants)2023-02-28$0
Interest earned on other investments2023-02-28$14,001
Income. Interest from US Government securities2023-02-28$0
Income. Interest from corporate debt instruments2023-02-28$0
Value of interest in master investment trust accounts at end of year2023-02-28$0
Value of interest in master investment trust accounts at beginning of year2023-02-28$0
Value of interest in common/collective trusts at end of year2023-02-28$0
Value of interest in common/collective trusts at beginning of year2023-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2023-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$818,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$885,277
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$0
Asset value of US Government securities at end of year2023-02-28$0
Asset value of US Government securities at beginning of year2023-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-124,341
Net investment gain/loss from pooled separate accounts2023-02-28$0
Net investment gain or loss from common/collective trusts2023-02-28$0
Net gain/loss from 103.12 investment entities2023-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Assets. Invements in employer securities at end of year2023-02-28$0
Assets. Invements in employer securities at beginning of year2023-02-28$0
Assets. Value of employer real property at end of year2023-02-28$0
Assets. Value of employer real property at beginning of year2023-02-28$0
Contributions received in cash from employer2023-02-28$0
Employer contributions (assets) at end of year2023-02-28$0
Employer contributions (assets) at beginning of year2023-02-28$0
Income. Dividends from preferred stock2023-02-28$0
Income. Dividends from common stock2023-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$132,266
Asset. Corporate debt instrument preferred debt at end of year2023-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2023-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-02-28$0
Contract administrator fees2023-02-28$7,532
Assets. Corporate common stocks other than exployer securities at end of year2023-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-02-28$0
Liabilities. Value of benefit claims payable at end of year2023-02-28$0
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-02-28$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-02-28$0
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$0
Aggregate carrying amount (costs) on sale of assets2023-02-28$0
Liabilities. Value of acquisition indebtedness at end of year2023-02-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-02-28$0
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2023-02-28271728945
2022 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$0
Total unrealized appreciation/depreciation of assets2022-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Expenses. Interest paid2022-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-02-28$0
Total income from all sources (including contributions)2022-02-28$192,192
Total loss/gain on sale of assets2022-02-28$0
Total of all expenses incurred2022-02-28$86,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$82,360
Expenses. Certain deemed distributions of participant loans2022-02-28$0
Value of total corrective distributions2022-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$119,661
Value of total assets at end of year2022-02-28$2,085,018
Value of total assets at beginning of year2022-02-28$1,978,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$3,660
Total income from rents2022-02-28$0
Total interest from all sources2022-02-28$25,839
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$0
Assets. Real estate other than employer real property at end of year2022-02-28$0
Assets. Real estate other than employer real property at beginning of year2022-02-28$0
Administrative expenses professional fees incurred2022-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-02-28$0
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$250,000
If this is an individual account plan, was there a blackout period2022-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$119,661
Participant contributions at end of year2022-02-28$8,580
Participant contributions at beginning of year2022-02-28$3,938
Participant contributions at end of year2022-02-28$0
Participant contributions at beginning of year2022-02-28$0
Assets. Other investments not covered elsewhere at end of year2022-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2022-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$0
Assets. Loans (other than to participants) at end of year2022-02-28$0
Assets. Loans (other than to participants) at beginning of year2022-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$0
Other income not declared elsewhere2022-02-28$0
Administrative expenses (other) incurred2022-02-28$0
Liabilities. Value of operating payables at end of year2022-02-28$0
Liabilities. Value of operating payables at beginning of year2022-02-28$0
Total non interest bearing cash at end of year2022-02-28$0
Total non interest bearing cash at beginning of year2022-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Income. Non cash contributions2022-02-28$0
Value of net income/loss2022-02-28$106,172
Value of net assets at end of year (total assets less liabilities)2022-02-28$2,085,018
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$1,978,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Assets. partnership/joint venture interests at end of year2022-02-28$0
Assets. partnership/joint venture interests at beginning of year2022-02-28$0
Investment advisory and management fees2022-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$1,191,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$0
Value of interest in pooled separate accounts at end of year2022-02-28$0
Value of interest in pooled separate accounts at beginning of year2022-02-28$1,128,071
Interest on participant loans2022-02-28$231
Income. Interest from loans (other than to participants)2022-02-28$0
Interest earned on other investments2022-02-28$25,608
Income. Interest from US Government securities2022-02-28$0
Income. Interest from corporate debt instruments2022-02-28$0
Value of interest in master investment trust accounts at end of year2022-02-28$0
Value of interest in master investment trust accounts at beginning of year2022-02-28$0
Value of interest in common/collective trusts at end of year2022-02-28$0
Value of interest in common/collective trusts at beginning of year2022-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2022-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$885,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$846,837
Expenses. Payments to insurance carriers foe the provision of benefits2022-02-28$0
Asset value of US Government securities at end of year2022-02-28$0
Asset value of US Government securities at beginning of year2022-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$46,692
Net investment gain/loss from pooled separate accounts2022-02-28$0
Net investment gain or loss from common/collective trusts2022-02-28$0
Net gain/loss from 103.12 investment entities2022-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Assets. Invements in employer securities at end of year2022-02-28$0
Assets. Invements in employer securities at beginning of year2022-02-28$0
Assets. Value of employer real property at end of year2022-02-28$0
Assets. Value of employer real property at beginning of year2022-02-28$0
Contributions received in cash from employer2022-02-28$0
Employer contributions (assets) at end of year2022-02-28$0
Employer contributions (assets) at beginning of year2022-02-28$0
Income. Dividends from preferred stock2022-02-28$0
Income. Dividends from common stock2022-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$82,360
Asset. Corporate debt instrument preferred debt at end of year2022-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2022-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-02-28$0
Contract administrator fees2022-02-28$3,660
Assets. Corporate common stocks other than exployer securities at end of year2022-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-02-28$0
Liabilities. Value of benefit claims payable at end of year2022-02-28$0
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-02-28$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-02-28$0
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$0
Aggregate carrying amount (costs) on sale of assets2022-02-28$0
Liabilities. Value of acquisition indebtedness at end of year2022-02-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-02-28$0
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-02-28271728945
2021 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-02-28$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$0
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Expenses. Interest paid2021-02-28$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-02-28$0
Total income from all sources (including contributions)2021-02-28$444,754
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$4,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$4,696
Expenses. Certain deemed distributions of participant loans2021-02-28$0
Value of total corrective distributions2021-02-28$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$121,060
Value of total assets at end of year2021-02-28$1,978,846
Value of total assets at beginning of year2021-02-28$1,538,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$53
Total income from rents2021-02-28$0
Total interest from all sources2021-02-28$8,593
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$0
Assets. Real estate other than employer real property at end of year2021-02-28$0
Assets. Real estate other than employer real property at beginning of year2021-02-28$0
Administrative expenses professional fees incurred2021-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-02-28$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-02-28$0
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$250,000
If this is an individual account plan, was there a blackout period2021-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$121,060
Participant contributions at end of year2021-02-28$3,938
Participant contributions at beginning of year2021-02-28$4,099
Participant contributions at end of year2021-02-28$0
Participant contributions at beginning of year2021-02-28$0
Assets. Other investments not covered elsewhere at end of year2021-02-28$0
Assets. Other investments not covered elsewhere at beginning of year2021-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2021-02-28$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$0
Assets. Loans (other than to participants) at end of year2021-02-28$0
Assets. Loans (other than to participants) at beginning of year2021-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$0
Other income not declared elsewhere2021-02-28$0
Administrative expenses (other) incurred2021-02-28$0
Liabilities. Value of operating payables at end of year2021-02-28$0
Liabilities. Value of operating payables at beginning of year2021-02-28$0
Total non interest bearing cash at end of year2021-02-28$0
Total non interest bearing cash at beginning of year2021-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Income. Non cash contributions2021-02-28$0
Value of net income/loss2021-02-28$440,005
Value of net assets at end of year (total assets less liabilities)2021-02-28$1,978,846
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$1,538,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Assets. partnership/joint venture interests at end of year2021-02-28$0
Assets. partnership/joint venture interests at beginning of year2021-02-28$0
Investment advisory and management fees2021-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$0
Value of interest in pooled separate accounts at end of year2021-02-28$1,128,071
Value of interest in pooled separate accounts at beginning of year2021-02-28$1,270,503
Interest on participant loans2021-02-28$121
Income. Interest from loans (other than to participants)2021-02-28$0
Interest earned on other investments2021-02-28$8,472
Income. Interest from US Government securities2021-02-28$0
Income. Interest from corporate debt instruments2021-02-28$0
Value of interest in master investment trust accounts at end of year2021-02-28$0
Value of interest in master investment trust accounts at beginning of year2021-02-28$0
Value of interest in common/collective trusts at end of year2021-02-28$0
Value of interest in common/collective trusts at beginning of year2021-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$0
Assets. Value of investments in 103.12 investment entities at end of year2021-02-28$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$846,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$264,239
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$0
Asset value of US Government securities at end of year2021-02-28$0
Asset value of US Government securities at beginning of year2021-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$0
Net investment gain/loss from pooled separate accounts2021-02-28$315,101
Net investment gain or loss from common/collective trusts2021-02-28$0
Net gain/loss from 103.12 investment entities2021-02-28$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Assets. Invements in employer securities at end of year2021-02-28$0
Assets. Invements in employer securities at beginning of year2021-02-28$0
Assets. Value of employer real property at end of year2021-02-28$0
Assets. Value of employer real property at beginning of year2021-02-28$0
Contributions received in cash from employer2021-02-28$0
Employer contributions (assets) at end of year2021-02-28$0
Employer contributions (assets) at beginning of year2021-02-28$0
Income. Dividends from preferred stock2021-02-28$0
Income. Dividends from common stock2021-02-28$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$4,696
Asset. Corporate debt instrument preferred debt at end of year2021-02-28$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-02-28$0
Asset. Corporate debt instrument debt (other) at end of year2021-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-02-28$0
Contract administrator fees2021-02-28$53
Assets. Corporate common stocks other than exployer securities at end of year2021-02-28$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-02-28$0
Liabilities. Value of benefit claims payable at end of year2021-02-28$0
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-02-28$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-02-28$0
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$0
Aggregate carrying amount (costs) on sale of assets2021-02-28$0
Liabilities. Value of acquisition indebtedness at end of year2021-02-28$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-02-28$0
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-02-28271728945
2020 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$196,104
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$36,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$36,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$120,952
Value of total assets at end of year2020-02-29$1,538,841
Value of total assets at beginning of year2020-02-29$1,378,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$0
Total interest from all sources2020-02-29$5,313
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$250,000
If this is an individual account plan, was there a blackout period2020-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$120,952
Participant contributions at end of year2020-02-29$4,099
Participant contributions at beginning of year2020-02-29$4,240
Participant contributions at end of year2020-02-29$0
Participant contributions at beginning of year2020-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$159,872
Value of net assets at end of year (total assets less liabilities)2020-02-29$1,538,841
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$1,378,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in pooled separate accounts at end of year2020-02-29$1,270,503
Value of interest in pooled separate accounts at beginning of year2020-02-29$1,123,579
Interest on participant loans2020-02-29$131
Interest earned on other investments2020-02-29$5,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$264,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$251,150
Net investment gain/loss from pooled separate accounts2020-02-29$69,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$36,232
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29WISS & COMPANY, LLP
Accountancy firm EIN2020-02-29221732349
2019 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total income from all sources (including contributions)2019-02-28$143,791
Total loss/gain on sale of assets2019-02-28$0
Total of all expenses incurred2019-02-28$323,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$323,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$109,176
Value of total assets at end of year2019-02-28$1,378,969
Value of total assets at beginning of year2019-02-28$1,558,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$0
Total interest from all sources2019-02-28$5,247
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$250,000
If this is an individual account plan, was there a blackout period2019-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$109,176
Participant contributions at end of year2019-02-28$4,240
Participant contributions at beginning of year2019-02-28$2,900
Participant contributions at end of year2019-02-28$0
Participant contributions at beginning of year2019-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$-179,533
Value of net assets at end of year (total assets less liabilities)2019-02-28$1,378,969
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$1,558,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Value of interest in pooled separate accounts at end of year2019-02-28$1,123,579
Value of interest in pooled separate accounts at beginning of year2019-02-28$1,295,411
Interest on participant loans2019-02-28$70
Interest earned on other investments2019-02-28$5,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$251,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$260,191
Net investment gain/loss from pooled separate accounts2019-02-28$29,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$323,324
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28WISS & COMPANY, LLP
Accountancy firm EIN2019-02-28221732349
2018 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$311,635
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$11,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$11,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$132,489
Value of total assets at end of year2018-02-28$1,558,502
Value of total assets at beginning of year2018-02-28$1,258,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$0
Total interest from all sources2018-02-28$5,390
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$250,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$130,046
Participant contributions at end of year2018-02-28$2,900
Participant contributions at beginning of year2018-02-28$0
Participant contributions at end of year2018-02-28$0
Participant contributions at beginning of year2018-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2018-02-28$2,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$299,803
Value of net assets at end of year (total assets less liabilities)2018-02-28$1,558,502
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$1,258,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in pooled separate accounts at end of year2018-02-28$1,295,411
Value of interest in pooled separate accounts at beginning of year2018-02-28$1,006,556
Interest earned on other investments2018-02-28$5,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$260,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$252,143
Net investment gain/loss from pooled separate accounts2018-02-28$173,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$11,832
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28WISS & COMPANY, LLP
Accountancy firm EIN2018-02-28221732349
2017 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$294,928
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$29,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$29,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$136,101
Value of total assets at end of year2017-02-28$1,258,699
Value of total assets at beginning of year2017-02-28$993,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$300
Total interest from all sources2017-02-28$5,269
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$250,000
If this is an individual account plan, was there a blackout period2017-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$134,003
Participant contributions at end of year2017-02-28$0
Participant contributions at beginning of year2017-02-28$0
Participant contributions at end of year2017-02-28$0
Participant contributions at beginning of year2017-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2017-02-28$2,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$265,468
Value of net assets at end of year (total assets less liabilities)2017-02-28$1,258,699
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$993,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in pooled separate accounts at end of year2017-02-28$1,006,556
Value of interest in pooled separate accounts at beginning of year2017-02-28$775,077
Interest earned on other investments2017-02-28$5,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$252,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$218,154
Net investment gain/loss from pooled separate accounts2017-02-28$153,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$29,160
Contract administrator fees2017-02-28$300
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28SGA GROUP PC
Accountancy firm EIN2017-02-28222846170
2016 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$77,059
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$16,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$16,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$150,709
Value of total assets at end of year2016-02-29$993,231
Value of total assets at beginning of year2016-02-29$932,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$383
Total interest from all sources2016-02-29$4,839
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$250,000
If this is an individual account plan, was there a blackout period2016-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$147,674
Participant contributions at end of year2016-02-29$0
Participant contributions at beginning of year2016-02-29$0
Participant contributions at end of year2016-02-29$0
Participant contributions at beginning of year2016-02-29$0
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$3,035
Administrative expenses (other) incurred2016-02-29$383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$60,471
Value of net assets at end of year (total assets less liabilities)2016-02-29$993,231
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$932,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in pooled separate accounts at end of year2016-02-29$775,077
Value of interest in pooled separate accounts at beginning of year2016-02-29$717,568
Interest earned on other investments2016-02-29$4,839
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$218,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$215,192
Net investment gain/loss from pooled separate accounts2016-02-29$-78,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$16,205
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29SGA GROUP PC
Accountancy firm EIN2016-02-29222846170
2015 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$199,014
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$8,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$8,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$144,365
Value of total assets at end of year2015-02-28$932,760
Value of total assets at beginning of year2015-02-28$742,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$307
Total interest from all sources2015-02-28$5,259
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$250,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$144,365
Participant contributions at end of year2015-02-28$0
Participant contributions at beginning of year2015-02-28$0
Participant contributions at end of year2015-02-28$0
Participant contributions at beginning of year2015-02-28$0
Administrative expenses (other) incurred2015-02-28$307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$190,400
Value of net assets at end of year (total assets less liabilities)2015-02-28$932,760
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$742,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in pooled separate accounts at end of year2015-02-28$717,568
Value of interest in pooled separate accounts at beginning of year2015-02-28$536,139
Interest earned on other investments2015-02-28$5,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$215,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$206,221
Net investment gain/loss from pooled separate accounts2015-02-28$49,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$8,307
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28SGA GROUP PC
Accountancy firm EIN2015-02-28222846170
2014 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$200,182
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$293,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$292,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$103,352
Value of total assets at end of year2014-02-28$742,360
Value of total assets at beginning of year2014-02-28$835,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$740
Total interest from all sources2014-02-28$6,311
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28No
If this is an individual account plan, was there a blackout period2014-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$91,026
Participant contributions at end of year2014-02-28$0
Participant contributions at beginning of year2014-02-28$257
Participant contributions at end of year2014-02-28$0
Participant contributions at beginning of year2014-02-28$0
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$12,326
Other income not declared elsewhere2014-02-28$-1
Administrative expenses (other) incurred2014-02-28$740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$-92,866
Value of net assets at end of year (total assets less liabilities)2014-02-28$742,360
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$835,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in pooled separate accounts at end of year2014-02-28$536,139
Value of interest in pooled separate accounts at beginning of year2014-02-28$454,616
Interest on participant loans2014-02-28$8
Interest earned on other investments2014-02-28$6,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$206,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$380,353
Net investment gain/loss from pooled separate accounts2014-02-28$90,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$292,308
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28SGA GROUP PC
Accountancy firm EIN2014-02-28222846170
2013 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$131,698
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$258,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$255,715
Expenses. Certain deemed distributions of participant loans2013-02-28$2,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$75,295
Value of total assets at end of year2013-02-28$835,226
Value of total assets at beginning of year2013-02-28$962,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$470
Total interest from all sources2013-02-28$8,212
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28No
If this is an individual account plan, was there a blackout period2013-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$75,295
Participant contributions at end of year2013-02-28$257
Participant contributions at beginning of year2013-02-28$3,060
Participant contributions at end of year2013-02-28$0
Participant contributions at beginning of year2013-02-28$0
Other income not declared elsewhere2013-02-28$7
Administrative expenses (other) incurred2013-02-28$470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$-126,862
Value of net assets at end of year (total assets less liabilities)2013-02-28$835,226
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$962,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in pooled separate accounts at end of year2013-02-28$454,616
Value of interest in pooled separate accounts at beginning of year2013-02-28$738,550
Interest on participant loans2013-02-28$28
Interest earned on other investments2013-02-28$8,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$380,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$220,478
Net investment gain/loss from pooled separate accounts2013-02-28$48,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$255,715
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28SGA GROUP PC
Accountancy firm EIN2013-02-28222846170
2012 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$76,700
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$150,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$146,000
Expenses. Certain deemed distributions of participant loans2012-02-29$3,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$55,432
Value of total assets at end of year2012-02-29$962,088
Value of total assets at beginning of year2012-02-29$1,035,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$253
Total interest from all sources2012-02-29$7,153
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29No
If this is an individual account plan, was there a blackout period2012-02-29No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$55,432
Participant contributions at end of year2012-02-29$3,060
Participant contributions at beginning of year2012-02-29$8,934
Participant contributions at end of year2012-02-29$0
Participant contributions at beginning of year2012-02-29$0
Other income not declared elsewhere2012-02-29$207
Administrative expenses (other) incurred2012-02-29$253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-73,344
Value of net assets at end of year (total assets less liabilities)2012-02-29$962,088
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$1,035,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Value of interest in pooled separate accounts at end of year2012-02-29$738,550
Value of interest in pooled separate accounts at beginning of year2012-02-29$823,417
Interest on participant loans2012-02-29$250
Interest earned on other investments2012-02-29$6,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$220,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$203,081
Net investment gain/loss from pooled separate accounts2012-02-29$13,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$146,000
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29SGA GROUP PC
Accountancy firm EIN2012-02-29222846170
2011 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$204,292
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$81,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$81,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$84,969
Value of total assets at end of year2011-02-28$1,035,432
Value of total assets at beginning of year2011-02-28$912,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$178
Total interest from all sources2011-02-28$6,699
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28No
If this is an individual account plan, was there a blackout period2011-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-02-28$0
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$84,969
Participant contributions at end of year2011-02-28$8,934
Participant contributions at beginning of year2011-02-28$8,078
Participant contributions at end of year2011-02-28$0
Participant contributions at beginning of year2011-02-28$3,539
Administrative expenses (other) incurred2011-02-28$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$122,983
Value of net assets at end of year (total assets less liabilities)2011-02-28$1,035,432
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$912,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in pooled separate accounts at end of year2011-02-28$823,417
Value of interest in pooled separate accounts at beginning of year2011-02-28$718,929
Interest on participant loans2011-02-28$494
Interest earned on other investments2011-02-28$6,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$203,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$181,903
Net investment gain/loss from pooled separate accounts2011-02-28$112,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$81,131
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28SGA GROUP PC
Accountancy firm EIN2011-02-28222846170
2010 : CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN

2022: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedYes
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: CENTER FOR HOPE HOSPICE INCENTIVE RETIREMENT PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedYes
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan 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 number664TR2
Policy instance 1
Insurance contract or identification number664TR2
Number of Individuals Covered29
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 2
Insurance contract or identification numberVFB024
Number of Individuals Covered28
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $2,116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $2,116
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TR2
Policy instance 1
Insurance contract or identification number664TR2
Number of Individuals Covered28
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered28
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $4,258
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $4,258
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered28
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $3,738
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $3,738
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered40
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $2,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $2,438
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered44
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $2,443
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 $2,443
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered44
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $2,026
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 $2,026
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered39
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $1,860
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 $1,860
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered53
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $2,055
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 $2,055
Insurance broker organization code?3
Insurance broker nameAXA NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered44
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $2,486
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 numberVFB024
Policy instance 1
Insurance contract or identification numberVFB024
Number of Individuals Covered43
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $2,314
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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