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RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 401k Plan overview

Plan NameRETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.
Plan identification number 003

RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Life insurance

401k Sponsoring company profile

SUN HOME HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUN HOME HEALTH SERVICES, INC.
Employer identification number (EIN):231736912
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-01-01
0032015-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01DANIEL F. MCGANN DANIEL F. MCGANN2013-10-14
0032011-01-01DANIEL F. MCGANN DANIEL F. MCGANN2012-10-10
0032010-01-01DONALD N WILVER JR
0032009-01-01DONALD N. WILVER, JR.
0032009-01-01DONALD WILVER

Plan Statistics for RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

401k plan membership statisitcs for RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Measure Date Value
2016: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01189
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01206
Total number of active participants reported on line 7a of the Form 55002015-01-01142
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01158
Number of other retired or separated participants entitled to future benefits2013-01-0152
Total of all active and inactive participants2013-01-01210
Total participants2013-01-01210
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01234
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01217
Number of participants with account balances2012-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01197
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01234
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01190
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01197
Number of participants with account balances2010-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01168
Total number of active participants reported on line 7a of the Form 55002009-01-01179
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01190
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

Measure Date Value
2016 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 401k financial data
Total transfer of assets to this plan2016-07-19$0
Total transfer of assets from this plan2016-07-19$3,981,505
Total income from all sources (including contributions)2016-07-19$139,170
Total of all expenses incurred2016-07-19$356,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-19$353,361
Value of total assets at end of year2016-07-19$0
Value of total assets at beginning of year2016-07-19$4,199,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-19$3,404
Total interest from all sources2016-07-19$845
Total dividends received (eg from common stock, registered investment company shares)2016-07-19$17,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-19No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-19$17,639
Was this plan covered by a fidelity bond2016-07-19Yes
Value of fidelity bond cover2016-07-19$5,000,000
If this is an individual account plan, was there a blackout period2016-07-19No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-19$0
Were there any nonexempt tranactions with any party-in-interest2016-07-19No
Participant contributions at end of year2016-07-19$0
Participant contributions at beginning of year2016-07-19$8,682
Assets. Other investments not covered elsewhere at end of year2016-07-19$0
Assets. Other investments not covered elsewhere at beginning of year2016-07-19$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-19No
Value of net income/loss2016-07-19$-217,595
Value of net assets at end of year (total assets less liabilities)2016-07-19$0
Value of net assets at beginning of year (total assets less liabilities)2016-07-19$4,199,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-19No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-19No
Were any leases to which the plan was party in default or uncollectible2016-07-19No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-19$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-19$3,141,253
Income. Interest from loans (other than to participants)2016-07-19$845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-19$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-19$1,049,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-19$120,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-19No
Was there a failure to transmit to the plan any participant contributions2016-07-19Yes
Has the plan failed to provide any benefit when due under the plan2016-07-19No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-19$353,361
Contract administrator fees2016-07-19$3,404
Did the plan have assets held for investment2016-07-19Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-19No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-19Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-19Yes
Opinion of an independent qualified public accountant for this plan2016-07-19Disclaimer
Accountancy firm name2016-07-19BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-07-19390859910
2015 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$117,328
Total of all expenses incurred2015-12-31$241,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$231,710
Expenses. Certain deemed distributions of participant loans2015-12-31$40,714
Value of total corrective distributions2015-12-31$1,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$197,289
Value of total assets at end of year2015-12-31$4,243,576
Value of total assets at beginning of year2015-12-31$4,367,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,668
Total interest from all sources2015-12-31$2,175
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$164,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$164,605
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$93,543
Participant contributions at end of year2015-12-31$49,397
Participant contributions at beginning of year2015-12-31$61,931
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,761
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-123,960
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,243,576
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,367,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,141,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,299,163
Interest on participant loans2015-12-31$2,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,049,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,002,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-246,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$103,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$231,710
Contract administrator fees2015-12-31$7,668
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
2014 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$554,239
Total of all expenses incurred2014-12-31$586,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$578,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$364,524
Value of total assets at end of year2014-12-31$4,367,536
Value of total assets at beginning of year2014-12-31$4,399,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,247
Total interest from all sources2014-12-31$1,742
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$195,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$195,109
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$185,642
Participant contributions at end of year2014-12-31$61,931
Participant contributions at beginning of year2014-12-31$32,869
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,761
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,761
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$69,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-32,433
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,367,536
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,399,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,299,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,554,744
Interest on participant loans2014-12-31$1,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,002,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$808,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$109,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$578,425
Contract administrator fees2014-12-31$8,247
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$835,725
Total of all expenses incurred2013-12-31$442,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$430,891
Value of total corrective distributions2013-12-31$1,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$317,668
Value of total assets at end of year2013-12-31$4,399,969
Value of total assets at beginning of year2013-12-31$4,006,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,982
Total interest from all sources2013-12-31$1,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$129,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$129,235
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$203,907
Participant contributions at end of year2013-12-31$32,869
Participant contributions at beginning of year2013-12-31$13,222
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,761
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,761
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$393,676
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,399,969
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,006,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,554,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,067,864
Interest on participant loans2013-12-31$1,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$808,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$921,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$387,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$110,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$430,891
Contract administrator fees2013-12-31$9,982
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$781,600
Total of all expenses incurred2012-12-31$840,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$827,841
Value of total corrective distributions2012-12-31$1,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$353,378
Value of total assets at end of year2012-12-31$4,006,293
Value of total assets at beginning of year2012-12-31$4,064,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,136
Total interest from all sources2012-12-31$468
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$98,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$98,161
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$245,652
Participant contributions at end of year2012-12-31$13,222
Participant contributions at beginning of year2012-12-31$618
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,761
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,163,681
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,757
Other income not declared elsewhere2012-12-31$3,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-58,490
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,006,293
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,064,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,067,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,872,938
Interest on participant loans2012-12-31$468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$921,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,027,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$326,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$101,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$827,841
Contract administrator fees2012-12-31$11,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$291,687
Total of all expenses incurred2011-12-31$75,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$328,878
Value of total assets at end of year2011-12-31$4,064,783
Value of total assets at beginning of year2011-12-31$3,848,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,446
Total interest from all sources2011-12-31$172
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$54,351
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$223,772
Participant contributions at end of year2011-12-31$618
Participant contributions at beginning of year2011-12-31$6,364
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,163,681
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,024,598
Other income not declared elsewhere2011-12-31$-14,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$216,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,064,783
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,848,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,872,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,873,324
Interest on participant loans2011-12-31$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,027,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$944,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$105,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$67,174
Contract administrator fees2011-12-31$8,446
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$734,798
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$213,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$205,304
Value of total corrective distributions2010-12-31$1,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$397,261
Value of total assets at end of year2010-12-31$3,848,716
Value of total assets at beginning of year2010-12-31$3,327,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,749
Total interest from all sources2010-12-31$32,601
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,717
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$342,431
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$164,193
Participant contributions at end of year2010-12-31$6,364
Participant contributions at beginning of year2010-12-31$772
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,024,598
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$957,054
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$136,060
Other income not declared elsewhere2010-12-31$106,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$521,420
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,848,716
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,327,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,873,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,364,129
Interest on participant loans2010-12-31$337
Interest earned on other investments2010-12-31$32,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$944,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,005,341
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$156,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$97,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$205,204
Contract administrator fees2010-12-31$6,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC.

2016: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF SUN HOME HEALTH SERVICES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201085
Policy instance 1
Insurance contract or identification number201085
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $503
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $503
Insurance broker organization code?3
Insurance broker nameTHE RAM GROUP
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201085
Policy instance 1
Insurance contract or identification number201085
Number of Individuals Covered53
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $646
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $646
Insurance broker organization code?3
Insurance broker nameTHE RAM GROUP
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201085
Policy instance 1
Insurance contract or identification number201085
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $741
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $741
Insurance broker organization code?3
Insurance broker nameTHE RAM GROUP
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013597-01
Policy instance 1
Insurance contract or identification number1013597-01
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 )
Policy contract number201085
Policy instance 5
Insurance contract or identification number201085
Number of Individuals Covered28
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,066
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,066
Insurance broker organization code?3
Insurance broker nameTHE RAM GROUP
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number812961
Policy instance 4
Insurance contract or identification number812961
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $691
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees691
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number00840
Policy instance 3
Insurance contract or identification number00840
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number6193
Policy instance 2
Insurance contract or identification number6193
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number00840
Policy instance 3
Insurance contract or identification number00840
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number6193
Policy instance 2
Insurance contract or identification number6193
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013597-01
Policy instance 1
Insurance contract or identification number1013597-01
Number of Individuals Covered37
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number812961
Policy instance 4
Insurance contract or identification number812961
Number of Individuals Covered74
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,326
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number812961
Policy instance 4
Insurance contract or identification number812961
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $218
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 $214
Insurance broker organization code?3
Insurance broker nameRONALD LENTINI
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number812961
Policy instance 3
Insurance contract or identification number812961
Number of Individuals Covered74
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,028
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 $4,028
Insurance broker organization code?3
Insurance broker nameMETROPOLITAN LIFE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number6193
Policy instance 2
Insurance contract or identification number6193
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7
Insurance broker organization code?3
Insurance broker nameENTERPRISE GENERAL INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number00840
Policy instance 1
Insurance contract or identification number00840
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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