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BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBROTHERS OF MERCY RETIREMENT SAVINGS PLAN
Plan identification number 001

BROTHERS OF MERCY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROTHERS OF MERCY NURSING HOME COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BROTHERS OF MERCY NURSING HOME COMPANY, INC.
Employer identification number (EIN):237155198
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about BROTHERS OF MERCY NURSING HOME COMPANY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1971-06-08
Company Identification Number: 309080
Legal Registered Office Address: 4520 RANSOM RD.
Erie
CLARENCE
United States of America (USA)
14031

More information about BROTHERS OF MERCY NURSING HOME COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROTHERS OF MERCY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH WIDMER
0012017-01-01JOSEPH WIDMER
0012016-01-01JOSEPH F. WIDMER
0012015-01-01JOSEPH F. WIDMER
0012014-01-01JOSEPH F WIDMER
0012013-01-01VALERIE KANE
0012012-01-01VALERIE KANE
0012011-01-01VALERIE KANE
0012010-01-01VALERIE KANE
0012009-01-01VALERIE KANE
0012009-01-01VALERIE KANE

Plan Statistics for BROTHERS OF MERCY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BROTHERS OF MERCY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01538
Total number of active participants reported on line 7a of the Form 55002022-01-01414
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01168
Total of all active and inactive participants2022-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01582
Number of participants with account balances2022-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01472
Total number of active participants reported on line 7a of the Form 55002021-01-01451
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01126
Total of all active and inactive participants2021-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01577
Number of participants with account balances2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01454
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01419
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01511
Total number of active participants reported on line 7a of the Form 55002019-01-01396
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01454
Number of participants with account balances2019-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01450
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01511
Number of participants with account balances2018-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01226
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01196
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01227
Number of participants with account balances2016-01-01243
2015: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01243
Total participants2015-01-01243
Number of participants with account balances2015-01-01240
2014: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01246
Total participants2014-01-01246
Number of participants with account balances2014-01-01244
2013: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01207
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01252
Total participants2013-01-01252
Number of participants with account balances2013-01-01250
2012: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01263
Total number of active participants reported on line 7a of the Form 55002012-01-01214
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01261
Total participants2012-01-01261
Number of participants with account balances2012-01-01257
2011: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01263
Total participants2011-01-01263
Number of participants with account balances2011-01-01258
2010: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01277
Total number of active participants reported on line 7a of the Form 55002010-01-01228
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01273
Total participants2010-01-01273
Number of participants with account balances2010-01-01268
2009: BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01225
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01277
Total participants2009-01-01277
Number of participants with account balances2009-01-01273

Financial Data on BROTHERS OF MERCY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$34,215
Total income from all sources (including contributions)2022-12-31$-1,060,793
Total of all expenses incurred2022-12-31$1,347,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,297,343
Expenses. Certain deemed distributions of participant loans2022-12-31$3,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$861,745
Value of total assets at end of year2022-12-31$10,766,366
Value of total assets at beginning of year2022-12-31$13,185,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,092
Total interest from all sources2022-12-31$7,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$345,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$345,470
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$664,381
Participant contributions at end of year2022-12-31$125,480
Participant contributions at beginning of year2022-12-31$200,831
Participant contributions at end of year2022-12-31$85
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$23,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$34,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,408,173
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,743,085
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,151,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,364,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,070,998
Interest on participant loans2022-12-31$7,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,276,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,913,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,275,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$192,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,297,343
Contract administrator fees2022-12-31$46,092
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FREED MAXICK CPA'S PC
Accountancy firm EIN2022-12-31454051133
2021 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$34,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,667
Total income from all sources (including contributions)2021-12-31$2,190,922
Total of all expenses incurred2021-12-31$1,104,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,074,263
Expenses. Certain deemed distributions of participant loans2021-12-31$2,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$837,647
Value of total assets at end of year2021-12-31$13,185,473
Value of total assets at beginning of year2021-12-31$12,116,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,590
Total interest from all sources2021-12-31$22,044
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$612,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$612,252
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$611,810
Participant contributions at end of year2021-12-31$200,831
Participant contributions at beginning of year2021-12-31$297,277
Participant contributions at beginning of year2021-12-31$8,752
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$44,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$34,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$51,667
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$1,086,736
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,151,258
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,064,522
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
Investment advisory and management fees2021-12-31$27,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,070,998
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,289,020
Interest on participant loans2021-12-31$10,291
Interest earned on other investments2021-12-31$11,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,913,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,517,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$718,979
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$181,620
Employer contributions (assets) at beginning of year2021-12-31$3,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,074,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31FREED MAXICK CPA'S PC
Accountancy firm EIN2021-12-31454051133
2020 : BROTHERS OF MERCY RETIREMENT SAVINGS 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$51,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,872
Total income from all sources (including contributions)2020-12-31$2,090,681
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,303,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,301,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$817,248
Value of total assets at end of year2020-12-31$12,116,189
Value of total assets at beginning of year2020-12-31$11,316,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,460
Total interest from all sources2020-12-31$63,037
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$500,000
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$517,415
Participant contributions at end of year2020-12-31$297,277
Participant contributions at beginning of year2020-12-31$351,283
Participant contributions at end of year2020-12-31$8,752
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$119,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$51,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$38,872
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$786,887
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,064,522
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,277,635
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$9,289,020
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,248,899
Interest on participant loans2020-12-31$15,628
Interest earned on other investments2020-12-31$47,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,517,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,716,325
Net investment gain/loss from pooled separate accounts2020-12-31$1,210,396
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$180,638
Employer contributions (assets) at end of year2020-12-31$3,301
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,301,334
Contract administrator fees2020-12-31$2,460
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FREED MAXICK CPA'S, PC
Accountancy firm EIN2020-12-31454051133
2019 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$38,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,278,046
Total income from all sources (including contributions)2019-12-31$2,278,046
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$813,454
Total of all expenses incurred2019-12-31$813,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$768,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$768,310
Expenses. Certain deemed distributions of participant loans2019-12-31$19,057
Expenses. Certain deemed distributions of participant loans2019-12-31$19,057
Value of total corrective distributions2019-12-31$22,912
Value of total corrective distributions2019-12-31$22,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$670,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$670,620
Value of total assets at end of year2019-12-31$11,316,507
Value of total assets at end of year2019-12-31$11,316,507
Value of total assets at beginning of year2019-12-31$9,813,043
Value of total assets at beginning of year2019-12-31$9,813,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,175
Total interest from all sources2019-12-31$66,422
Total interest from all sources2019-12-31$66,422
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$485,014
Contributions received from participants2019-12-31$485,014
Participant contributions at end of year2019-12-31$351,283
Participant contributions at end of year2019-12-31$351,283
Participant contributions at beginning of year2019-12-31$383,874
Participant contributions at beginning of year2019-12-31$383,874
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$702
Participant contributions at beginning of year2019-12-31$702
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,653
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$3,175
Administrative expenses (other) incurred2019-12-31$3,175
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
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$1,464,592
Value of net income/loss2019-12-31$1,464,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,277,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,277,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,813,043
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,813,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$8,248,899
Value of interest in pooled separate accounts at end of year2019-12-31$8,248,899
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,485,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,485,710
Interest on participant loans2019-12-31$18,224
Interest on participant loans2019-12-31$18,224
Interest earned on other investments2019-12-31$48,198
Interest earned on other investments2019-12-31$48,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,716,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,716,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,942,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,942,486
Net investment gain/loss from pooled separate accounts2019-12-31$1,541,004
Net investment gain/loss from pooled separate accounts2019-12-31$1,541,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$146,953
Contributions received in cash from employer2019-12-31$146,953
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$271
Employer contributions (assets) at beginning of year2019-12-31$271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$768,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$768,310
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK CPA'S, PC
Accountancy firm name2019-12-31FREED MAXICK CPA'S, PC
Accountancy firm EIN2019-12-31454051133
Accountancy firm EIN2019-12-31454051133
2018 : BROTHERS OF MERCY RETIREMENT SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$394,317
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$633,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$603,343
Expenses. Certain deemed distributions of participant loans2018-12-31$27,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$747,807
Value of total assets at end of year2018-12-31$9,813,043
Value of total assets at beginning of year2018-12-31$10,051,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,776
Total interest from all sources2018-12-31$15,692
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$1,000,000
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$461,571
Participant contributions at end of year2018-12-31$383,874
Participant contributions at beginning of year2018-12-31$413,332
Participant contributions at end of year2018-12-31$702
Participant contributions at beginning of year2018-12-31$7,156
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$146,693
Administrative expenses (other) incurred2018-12-31$2,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-238,938
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,813,043
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,051,981
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$7,485,710
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,461,801
Interest on participant loans2018-12-31$15,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,942,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,167,276
Net investment gain/loss from pooled separate accounts2018-12-31$-369,182
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$139,543
Employer contributions (assets) at end of year2018-12-31$271
Employer contributions (assets) at beginning of year2018-12-31$2,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$603,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31FREED MAXICK CPA'S, PC
Accountancy firm EIN2018-12-31454051133
2017 : BROTHERS OF MERCY RETIREMENT SAVINGS 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$0
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$2,084,369
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,973,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,946,255
Expenses. Certain deemed distributions of participant loans2017-12-31$17,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$528,416
Value of total assets at end of year2017-12-31$10,051,981
Value of total assets at beginning of year2017-12-31$12,957,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,240
Total interest from all sources2017-12-31$16,922
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$19,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$19,722
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$397,925
Participant contributions at end of year2017-12-31$413,332
Participant contributions at beginning of year2017-12-31$432,085
Participant contributions at end of year2017-12-31$7,156
Participant contributions at beginning of year2017-12-31$11,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$15,794
Administrative expenses (other) incurred2017-12-31$10,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,889,348
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,051,981
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,957,123
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$8,461,801
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,634,509
Interest on participant loans2017-12-31$16,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,874,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,874,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,167,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,519,309
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$130,491
Employer contributions (assets) at end of year2017-12-31$2,416
Employer contributions (assets) at beginning of year2017-12-31$3,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,946,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 PBGC2017-12-31Yes
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
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 name2017-12-31FREED MAXICK CPA'S, PC
Accountancy firm EIN2017-12-31454051133
2016 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$287,796
Total unrealized appreciation/depreciation of assets2016-12-31$287,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,794
Total income from all sources (including contributions)2016-12-31$1,190,614
Total of all expenses incurred2016-12-31$1,447,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,434,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$512,695
Value of total assets at end of year2016-12-31$12,957,123
Value of total assets at beginning of year2016-12-31$13,198,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,688
Total interest from all sources2016-12-31$17,020
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$373,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$373,103
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$382,915
Participant contributions at end of year2016-12-31$432,085
Participant contributions at beginning of year2016-12-31$423,503
Participant contributions at end of year2016-12-31$11,943
Participant contributions at beginning of year2016-12-31$16,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$15,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-257,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,941,329
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,198,629
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$9,634,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,741,712
Interest on participant loans2016-12-31$17,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,874,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,012,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,012,881
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$129,780
Employer contributions (assets) at end of year2016-12-31$3,753
Employer contributions (assets) at beginning of year2016-12-31$3,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,434,226
Contract administrator fees2016-12-31$13,688
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FREED MAXICK CPA'S, P.C.
Accountancy firm EIN2016-12-31454051133
2015 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-359,662
Total unrealized appreciation/depreciation of assets2015-12-31$-359,662
Total income from all sources (including contributions)2015-12-31$754,294
Total of all expenses incurred2015-12-31$1,177,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,163,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$568,781
Value of total assets at end of year2015-12-31$13,198,629
Value of total assets at beginning of year2015-12-31$13,621,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,017
Total interest from all sources2015-12-31$18,298
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$526,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$526,877
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$440,790
Participant contributions at end of year2015-12-31$423,503
Participant contributions at beginning of year2015-12-31$456,227
Participant contributions at end of year2015-12-31$16,998
Participant contributions at beginning of year2015-12-31$7,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-422,898
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,198,629
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,621,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,741,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,099,763
Interest on participant loans2015-12-31$18,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,012,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,055,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,055,789
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$127,991
Employer contributions (assets) at end of year2015-12-31$3,535
Employer contributions (assets) at beginning of year2015-12-31$2,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,163,175
Contract administrator fees2015-12-31$14,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31FREED MAXICK CPAS, P.C.
Accountancy firm EIN2015-12-31454051133
2014 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,361,646
Total of all expenses incurred2014-12-31$1,945,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,930,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$558,098
Value of total assets at end of year2014-12-31$13,621,527
Value of total assets at beginning of year2014-12-31$14,205,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,409
Total interest from all sources2014-12-31$17,960
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$668,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$668,116
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$425,570
Participant contributions at end of year2014-12-31$456,227
Participant contributions at beginning of year2014-12-31$464,577
Participant contributions at end of year2014-12-31$7,418
Participant contributions at beginning of year2014-12-31$7,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-583,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,621,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,205,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,099,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,666,200
Interest on participant loans2014-12-31$17,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,055,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,064,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,064,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$117,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$132,528
Employer contributions (assets) at end of year2014-12-31$2,330
Employer contributions (assets) at beginning of year2014-12-31$2,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,930,718
Contract administrator fees2014-12-31$14,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31TOSKI & CO., PC
Accountancy firm EIN2014-12-31161170608
2013 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,584,237
Total of all expenses incurred2013-12-31$519,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$501,737
Expenses. Certain deemed distributions of participant loans2013-12-31$626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$585,873
Value of total assets at end of year2013-12-31$14,205,008
Value of total assets at beginning of year2013-12-31$12,140,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,116
Total interest from all sources2013-12-31$17,073
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$486,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$486,445
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$441,508
Participant contributions at end of year2013-12-31$464,577
Participant contributions at beginning of year2013-12-31$421,294
Participant contributions at end of year2013-12-31$7,418
Participant contributions at beginning of year2013-12-31$7,418
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,064,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,205,008
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,140,250
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$10,666,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,570,443
Interest on participant loans2013-12-31$16,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,064,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,138,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,138,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,494,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$139,223
Employer contributions (assets) at end of year2013-12-31$2,330
Employer contributions (assets) at beginning of year2013-12-31$2,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$501,737
Contract administrator fees2013-12-31$17,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31TOSKI & CO., P.C.
Accountancy firm EIN2013-12-31161170608
2012 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,781,284
Total of all expenses incurred2012-12-31$414,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$414,638
Expenses. Certain deemed distributions of participant loans2012-12-31$-16,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$731,312
Value of total assets at end of year2012-12-31$12,140,250
Value of total assets at beginning of year2012-12-31$10,772,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,480
Total interest from all sources2012-12-31$18,308
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$230,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$230,205
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$436,574
Participant contributions at end of year2012-12-31$421,294
Participant contributions at beginning of year2012-12-31$428,340
Participant contributions at end of year2012-12-31$7,418
Participant contributions at beginning of year2012-12-31$7,426
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$87,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,367,268
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,140,250
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,772,982
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$8,570,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,217,735
Interest on participant loans2012-12-31$17,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,138,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,115,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,115,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$801,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$207,074
Employer contributions (assets) at end of year2012-12-31$2,330
Employer contributions (assets) at beginning of year2012-12-31$4,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$414,638
Contract administrator fees2012-12-31$15,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TOSKI & CO., P.C.
Accountancy firm EIN2012-12-31161170608
2011 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$498,540
Total of all expenses incurred2011-12-31$748,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$711,553
Expenses. Certain deemed distributions of participant loans2011-12-31$21,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$681,446
Value of total assets at end of year2011-12-31$10,772,982
Value of total assets at beginning of year2011-12-31$11,023,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,532
Total interest from all sources2011-12-31$16,905
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$232,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$232,837
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$420,052
Participant contributions at end of year2011-12-31$428,340
Participant contributions at beginning of year2011-12-31$399,851
Participant contributions at end of year2011-12-31$7,426
Participant contributions at beginning of year2011-12-31$7,033
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-250,124
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,772,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,023,106
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$7,217,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,364,035
Interest on participant loans2011-12-31$16,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,115,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,247,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,247,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-432,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$248,062
Employer contributions (assets) at end of year2011-12-31$4,230
Employer contributions (assets) at beginning of year2011-12-31$4,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$711,553
Contract administrator fees2011-12-31$15,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TOSKI & CO., P.C.
Accountancy firm EIN2011-12-31161170608
2010 : BROTHERS OF MERCY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,679,428
Total of all expenses incurred2010-12-31$685,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$657,231
Expenses. Certain deemed distributions of participant loans2010-12-31$12,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$720,351
Value of total assets at end of year2010-12-31$11,023,106
Value of total assets at beginning of year2010-12-31$10,029,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,704
Total interest from all sources2010-12-31$18,663
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$155,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$155,714
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$416,994
Participant contributions at end of year2010-12-31$399,851
Participant contributions at beginning of year2010-12-31$362,254
Participant contributions at end of year2010-12-31$7,033
Participant contributions at beginning of year2010-12-31$6,667
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$54,603
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$993,543
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,023,106
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,029,563
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$12,950
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$7,364,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,262,377
Interest on participant loans2010-12-31$18,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,247,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,394,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,394,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$784,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$248,754
Employer contributions (assets) at end of year2010-12-31$4,284
Employer contributions (assets) at beginning of year2010-12-31$4,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$657,231
Contract administrator fees2010-12-31$15,704
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 name2010-12-31TOSKI,SCHAEFER & CO , P.C
Accountancy firm EIN2010-12-31161170608

Form 5500 Responses for BROTHERS OF MERCY RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TG5
Policy instance 1
Insurance contract or identification number664TG5
Number of Individuals Covered405
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,743
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,743
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISOR FEES
Insurance broker organization code?1
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664TG5
Policy instance 1
Insurance contract or identification number664TG5
Number of Individuals Covered408
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,618
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,618
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692033
Policy instance 2
Insurance contract or identification number91692033
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692033
Policy instance 1
Insurance contract or identification number91692033
Number of Individuals Covered287
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,644
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,547
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692033
Policy instance 1
Insurance contract or identification number91692033
Number of Individuals Covered225
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,580
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,203
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692033
Policy instance 1
Insurance contract or identification number91692033
Number of Individuals Covered232
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,458
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,269
Insurance broker organization code?0
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91692033
Policy instance 1
Insurance contract or identification number91692033
Number of Individuals Covered222
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $47,961
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,529
Insurance broker organization code?0
Insurance broker nameDIANE FINN

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