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JEWISH HOME OF GREATER HARRISBURG 401K PLAN 401k Plan overview

Plan NameJEWISH HOME OF GREATER HARRISBURG 401K PLAN
Plan identification number 002

JEWISH HOME OF GREATER HARRISBURG 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEWISH HOME OF GREATER HARRISBURG has sponsored the creation of one or more 401k plans.

Company Name:JEWISH HOME OF GREATER HARRISBURG
Employer identification number (EIN):231999945
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEWISH HOME OF GREATER HARRISBURG 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARIANNE HOBART
0022016-01-01MARYANNE BRAWLEY
0022016-01-01
0022015-01-01MARYANNE BRAWLEY
0022014-01-01MARYANNE BRAWLEY
0022013-01-01MARYANNE BRAWLEY
0022012-01-01MARYANNE BRAWLEY
0022011-01-01JAMIE LEBER
0022009-01-01
0022009-01-01ALLEN GECKLE

Plan Statistics for JEWISH HOME OF GREATER HARRISBURG 401K PLAN

401k plan membership statisitcs for JEWISH HOME OF GREATER HARRISBURG 401K PLAN

Measure Date Value
2022: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01287
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01241
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01134
Total of all active and inactive participants2021-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01281
Number of participants with account balances2021-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0173
2020: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01225
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0186
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0156
2019: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01207
Total number of active participants reported on line 7a of the Form 55002019-01-01154
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0165
Total of all active and inactive participants2019-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01219
Number of participants with account balances2019-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01216
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01206
Number of participants with account balances2018-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0128
2017: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01190
Total number of active participants reported on line 7a of the Form 55002017-01-01138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01206
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0132
2016: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01205
Total number of active participants reported on line 7a of the Form 55002016-01-01139
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01189
Number of participants with account balances2016-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0130
2015: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01223
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01190
Number of participants with account balances2015-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01222
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01185
Total number of active participants reported on line 7a of the Form 55002013-01-01143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01201
Number of participants with account balances2013-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01177
Number of participants with account balances2012-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01223
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01177
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01186
Total number of active participants reported on line 7a of the Form 55002009-01-01195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01218
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on JEWISH HOME OF GREATER HARRISBURG 401K PLAN

Measure Date Value
2022 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-07$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-07$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-07$211
Total income from all sources (including contributions)2022-10-07$-521,022
Total loss/gain on sale of assets2022-10-07$0
Total of all expenses incurred2022-10-07$3,891,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-07$3,845,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-07$177,040
Value of total assets at end of year2022-10-07$0
Value of total assets at beginning of year2022-10-07$4,412,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-07$45,507
Total interest from all sources2022-10-07$2,251
Total dividends received (eg from common stock, registered investment company shares)2022-10-07$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-07Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-10-07$0
Was this plan covered by a fidelity bond2022-10-07Yes
Value of fidelity bond cover2022-10-07$400,000
If this is an individual account plan, was there a blackout period2022-10-07No
Were there any nonexempt tranactions with any party-in-interest2022-10-07No
Contributions received from participants2022-10-07$138,923
Participant contributions at end of year2022-10-07$0
Participant contributions at beginning of year2022-10-07$48,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-07$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-07$211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-07No
Value of net income/loss2022-10-07$-4,412,235
Value of net assets at end of year (total assets less liabilities)2022-10-07$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-07$4,412,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-07No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-07No
Were any leases to which the plan was party in default or uncollectible2022-10-07No
Value of interest in pooled separate accounts at end of year2022-10-07$0
Value of interest in pooled separate accounts at beginning of year2022-10-07$4,192,102
Interest on participant loans2022-10-07$1,344
Interest earned on other investments2022-10-07$907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-07$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-07$171,843
Net investment gain/loss from pooled separate accounts2022-10-07$-700,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-07No
Was there a failure to transmit to the plan any participant contributions2022-10-07No
Has the plan failed to provide any benefit when due under the plan2022-10-07No
Contributions received in cash from employer2022-10-07$38,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-07$3,845,706
Contract administrator fees2022-10-07$45,507
Did the plan have assets held for investment2022-10-07No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-07No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-07Yes
Opinion of an independent qualified public accountant for this plan2022-10-07Unqualified
Accountancy firm name2022-10-07RKL LLP
Accountancy firm EIN2022-10-07232108173
2021 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$260
Total income from all sources (including contributions)2021-12-31$1,002,414
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$305,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$289,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$478,693
Value of total assets at end of year2021-12-31$4,412,446
Value of total assets at beginning of year2021-12-31$3,715,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,063
Total interest from all sources2021-12-31$3,701
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$361,077
Participant contributions at end of year2021-12-31$48,501
Participant contributions at beginning of year2021-12-31$35,493
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$697,267
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,412,235
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,714,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,192,102
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,513,367
Interest on participant loans2021-12-31$2,423
Interest earned on other investments2021-12-31$1,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$171,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$166,368
Net investment gain/loss from pooled separate accounts2021-12-31$520,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$106,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$289,084
Contract administrator fees2021-12-31$16,063
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RKL LLP
Accountancy firm EIN2021-12-31232108173
2020 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$107
Total income from all sources (including contributions)2020-12-31$1,054,992
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$344,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$330,598
Value of total corrective distributions2020-12-31$925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$517,014
Value of total assets at end of year2020-12-31$3,715,228
Value of total assets at beginning of year2020-12-31$3,004,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,305
Total interest from all sources2020-12-31$4,810
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$379,883
Participant contributions at end of year2020-12-31$35,493
Participant contributions at beginning of year2020-12-31$66,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$710,164
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,714,968
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,004,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,513,367
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,750,818
Interest on participant loans2020-12-31$3,278
Interest earned on other investments2020-12-31$1,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$166,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$187,418
Net investment gain/loss from pooled separate accounts2020-12-31$533,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$137,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$330,598
Contract administrator fees2020-12-31$13,305
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL LLP
Accountancy firm EIN2020-12-31232108173
2019 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$19
Total income from all sources (including contributions)2019-12-31$898,037
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$250,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$237,979
Value of total corrective distributions2019-12-31$519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$429,987
Value of total assets at end of year2019-12-31$3,004,911
Value of total assets at beginning of year2019-12-31$2,357,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,726
Total interest from all sources2019-12-31$4,253
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$328,304
Participant contributions at end of year2019-12-31$66,675
Participant contributions at beginning of year2019-12-31$71,933
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$647,813
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,004,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,356,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,750,818
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,023,003
Interest on participant loans2019-12-31$4,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$187,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$262,074
Net investment gain/loss from pooled separate accounts2019-12-31$463,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$98,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$237,979
Contract administrator fees2019-12-31$11,726
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RKL LLP
Accountancy firm EIN2019-12-31232108173
2018 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$71
Total income from all sources (including contributions)2018-12-31$321,402
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$617,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$604,649
Expenses. Certain deemed distributions of participant loans2018-12-31$1,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$446,569
Value of total assets at end of year2018-12-31$2,357,010
Value of total assets at beginning of year2018-12-31$2,653,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,216
Total interest from all sources2018-12-31$3,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$293,398
Participant contributions at end of year2018-12-31$71,933
Participant contributions at beginning of year2018-12-31$65,180
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$19
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-296,108
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,356,991
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,653,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,023,003
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,391,935
Interest on participant loans2018-12-31$3,482
Interest earned on other investments2018-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$262,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$196,055
Net investment gain/loss from pooled separate accounts2018-12-31$-128,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$99,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$604,649
Contract administrator fees2018-12-31$11,216
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RKL LLP
Accountancy firm EIN2018-12-31232108173
2017 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$71
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$667,502
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$502,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$490,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$309,036
Value of total assets at end of year2017-12-31$2,653,170
Value of total assets at beginning of year2017-12-31$2,488,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,028
Total interest from all sources2017-12-31$5,298
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$233,522
Participant contributions at end of year2017-12-31$65,180
Participant contributions at beginning of year2017-12-31$91,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$71
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$164,988
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,653,099
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,488,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,391,935
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,148,358
Interest on participant loans2017-12-31$3,793
Interest earned on other investments2017-12-31$1,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$196,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$248,396
Net investment gain/loss from pooled separate accounts2017-12-31$353,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$490,486
Contract administrator fees2017-12-31$12,028
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RKL LLP
Accountancy firm EIN2017-12-31232108173
2016 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,632
Total income from all sources (including contributions)2016-12-31$433,369
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$269,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$256,223
Value of total corrective distributions2016-12-31$1,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$283,737
Value of total assets at end of year2016-12-31$2,488,111
Value of total assets at beginning of year2016-12-31$2,328,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,195
Total interest from all sources2016-12-31$5,464
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$221,187
Participant contributions at end of year2016-12-31$91,357
Participant contributions at beginning of year2016-12-31$110,368
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$163,593
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,488,111
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,324,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$2,148,358
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,062,639
Income. Interest from loans (other than to participants)2016-12-31$4,092
Interest earned on other investments2016-12-31$1,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$248,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$155,120
Net investment gain/loss from pooled separate accounts2016-12-31$144,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,550
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$256,223
Contract administrator fees2016-12-31$12,195
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,632
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2016-12-31232290841
2015 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$484,430
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$525,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$506,252
Expenses. Certain deemed distributions of participant loans2015-12-31$3,632
Value of total corrective distributions2015-12-31$3,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$482,120
Value of total assets at end of year2015-12-31$2,328,150
Value of total assets at beginning of year2015-12-31$2,365,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,781
Total interest from all sources2015-12-31$7,222
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$218,664
Participant contributions at end of year2015-12-31$110,368
Participant contributions at beginning of year2015-12-31$169,359
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$197,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-41,246
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,324,518
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,365,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,062,639
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,905,676
Income. Interest from loans (other than to participants)2015-12-31$5,613
Interest earned on other investments2015-12-31$1,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$155,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$290,694
Net investment gain/loss from pooled separate accounts2015-12-31$-4,912
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$65,936
Employer contributions (assets) at end of year2015-12-31$23
Employer contributions (assets) at beginning of year2015-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$506,252
Contract administrator fees2015-12-31$12,781
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,632
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2015-12-31232290841
2014 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$421,655
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$249,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$236,608
Value of total corrective distributions2014-12-31$3,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$297,963
Value of total assets at end of year2014-12-31$2,365,764
Value of total assets at beginning of year2014-12-31$2,193,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,952
Total interest from all sources2014-12-31$9,658
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
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$214,268
Participant contributions at end of year2014-12-31$169,359
Participant contributions at beginning of year2014-12-31$147,464
Participant contributions at end of year2014-12-31$12
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,565
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$172,140
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,365,764
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,193,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,905,676
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,758,411
Income. Interest from loans (other than to participants)2014-12-31$7,370
Interest earned on other investments2014-12-31$2,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$290,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$287,749
Net investment gain/loss from pooled separate accounts2014-12-31$114,034
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$74,130
Employer contributions (assets) at end of year2014-12-31$23
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$236,608
Contract administrator fees2014-12-31$8,952
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 name2014-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2014-12-31232290841
2013 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$599,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$262,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$249,030
Value of total corrective distributions2013-12-31$3,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$301,873
Value of total assets at end of year2013-12-31$2,193,624
Value of total assets at beginning of year2013-12-31$1,856,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,103
Total interest from all sources2013-12-31$6,830
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
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$207,034
Participant contributions at end of year2013-12-31$147,464
Participant contributions at beginning of year2013-12-31$68,994
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,453
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$337,298
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,193,624
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,856,326
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$1,758,411
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,496,235
Interest on participant loans2013-12-31$4,506
Interest earned on other investments2013-12-31$2,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$287,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$291,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$291,002
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$68,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$249,030
Contract administrator fees2013-12-31$10,103
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 name2013-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2013-12-31232290841
2012 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$410,218
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$297,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$291,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$238,732
Value of total assets at end of year2012-12-31$1,856,326
Value of total assets at beginning of year2012-12-31$1,744,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,972
Total interest from all sources2012-12-31$9,142
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
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$200,510
Participant contributions at end of year2012-12-31$68,994
Participant contributions at beginning of year2012-12-31$100,125
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$112,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,856,326
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,744,027
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,411,875
Value of interest in pooled separate accounts at end of year2012-12-31$1,496,235
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$4,755
Interest earned on other investments2012-12-31$4,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$291,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$232,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$162,344
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$38,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$291,947
Contract administrator fees2012-12-31$5,972
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 name2012-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2012-12-31232290841
2011 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$277,443
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$102,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$101,296
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$287,365
Value of total assets at end of year2011-12-31$1,744,027
Value of total assets at beginning of year2011-12-31$1,569,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,700
Total interest from all sources2011-12-31$10,201
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
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$195,746
Participant contributions at end of year2011-12-31$100,125
Participant contributions at beginning of year2011-12-31$38,744
Participant contributions at beginning of year2011-12-31$6,433
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,480
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$1,700
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$174,447
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,744,027
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,569,580
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$1,411,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,315,011
Interest on participant loans2011-12-31$3,778
Interest earned on other investments2011-12-31$6,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$232,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$206,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,123
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$66,139
Employer contributions (assets) at beginning of year2011-12-31$2,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$101,296
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 name2011-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2011-12-31232290841
2010 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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$359,954
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$41,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,591
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$5,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$229,408
Value of total assets at end of year2010-12-31$1,569,580
Value of total assets at beginning of year2010-12-31$1,250,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,050
Total interest from all sources2010-12-31$7,466
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$166,076
Participant contributions at end of year2010-12-31$38,744
Participant contributions at beginning of year2010-12-31$20,041
Participant contributions at end of year2010-12-31$6,433
Participant contributions at beginning of year2010-12-31$5,289
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,721
Administrative expenses (other) incurred2010-12-31$1,050
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$318,930
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,569,580
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,250,650
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$1,315,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,031,646
Interest on participant loans2010-12-31$1,548
Interest earned on other investments2010-12-31$5,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$206,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$191,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$123,080
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$59,611
Employer contributions (assets) at end of year2010-12-31$2,414
Employer contributions (assets) at beginning of year2010-12-31$2,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,591
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 name2010-12-31PADDEN, GUERRINI & ASSOCIATES, P.C
Accountancy firm EIN2010-12-31232290841
2009 : JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEWISH HOME OF GREATER HARRISBURG 401K PLAN

2022: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: JEWISH HOME OF GREATER HARRISBURG 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-07
Total amount of commissions paid to insurance brokerUSD $12,478
Total amount of fees paid to insurance companyUSD $1,220
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 $4,742
Insurance broker organization code?3
Amount paid for insurance broker fees1220
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered274
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20,171
Total amount of fees paid to insurance companyUSD $2,039
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 $7,665
Insurance broker organization code?3
Amount paid for insurance broker fees2039
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,606
Total amount of fees paid to insurance companyUSD $1,568
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 $5,931
Insurance broker organization code?3
Amount paid for insurance broker fees1568
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered211
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,005
Total amount of fees paid to insurance companyUSD $1,314
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 $4,942
Insurance broker organization code?3
Amount paid for insurance broker fees1314
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered191
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,927
Total amount of fees paid to insurance companyUSD $1,274
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 $4,912
Insurance broker organization code?3
Amount paid for insurance broker fees1274
Additional information about fees paid to insurance brokerTPA FEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered206
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,344
Total amount of fees paid to insurance companyUSD $1,240
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 $4,691
Insurance broker organization code?3
Amount paid for insurance broker fees1240
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSBHU LIFE AGENCY INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,788
Total amount of fees paid to insurance companyUSD $1,058
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 $4,187
Insurance broker organization code?3
Amount paid for insurance broker fees1058
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSBHU LIFE AGENCY INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered222
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,451
Total amount of fees paid to insurance companyUSD $1,037
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,129
Insurance broker organization code?3
Amount paid for insurance broker fees1037
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePA RETIREMENT SOLUTIONS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 1
Insurance contract or identification number342175-000
Number of Individuals Covered174
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,620
Total amount of fees paid to insurance companyUSD $942
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,620
Insurance broker organization code?3
Amount paid for insurance broker fees942
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePA RETIREMENT SOLUTIONS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342175-000
Policy instance 2
Insurance contract or identification number342175-000
Number of Individuals Covered140
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,964
Total amount of fees paid to insurance companyUSD $419
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,964
Insurance broker organization code?3
Amount paid for insurance broker fees419
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker namePA RETIREMENT SOLUTIONS, INC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number926314
Policy instance 1
Insurance contract or identification number926314
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,030
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,030
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number926314
Policy instance 1
Insurance contract or identification number926314
Number of Individuals Covered93
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,589
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number926314
Policy instance 1
Insurance contract or identification number926314
Number of Individuals Covered89
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,589
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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