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COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN
Plan identification number 001

COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

COMMUNITY HEALTH CENTERS OF BURLINGTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY HEALTH CENTERS OF BURLINGTON, INC.
Employer identification number (EIN):237182584
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about COMMUNITY HEALTH CENTERS OF BURLINGTON, INC.

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1971-07-15
Company Identification Number: 41888
Legal Registered Office Address: Community Health Centers of Burlington
617 Riverside Avenue
Burlington
United States of America (USA)
05401

More information about COMMUNITY HEALTH CENTERS OF BURLINGTON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01LAURA C. FRAZIER2023-02-14 LAURA C. FRAZIER2023-02-14
0012020-05-01LAURA C. FRAZIER2021-08-24 LAURA C. FRAZIER2021-08-24
0012019-05-01LAURA C. FRAZIER2021-01-18 LAURA C. FRAZIER2021-01-18
0012018-05-01LAURA C. FRAZIER2019-10-17 LAURA C. FRAZIER2019-10-17
0012017-05-01
0012016-05-01
0012015-05-01
0012014-05-01
0012013-05-01
0012012-05-01LAURA FRAZIER LAURA FRAZIER2014-02-18
0012011-05-01LAURA FRAZIER LAURA FRAZIER2013-02-15
0012009-05-01JOY TRIGG JOY TRIGG2011-01-28

Plan Statistics for COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN

Measure Date Value
2022: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01484
Total number of active participants reported on line 7a of the Form 55002022-05-01353
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-01178
Total of all active and inactive participants2022-05-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-01531
Number of participants with account balances2022-05-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-010
2021: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01470
Total number of active participants reported on line 7a of the Form 55002021-05-01328
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-01156
Total of all active and inactive participants2021-05-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-01484
Number of participants with account balances2021-05-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-010
2020: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01412
Total number of active participants reported on line 7a of the Form 55002020-05-01319
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-01149
Total of all active and inactive participants2020-05-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01468
Number of participants with account balances2020-05-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-010
2019: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01413
Total number of active participants reported on line 7a of the Form 55002019-05-01315
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-0198
Total of all active and inactive participants2019-05-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01413
Number of participants with account balances2019-05-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-010
2018: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01390
Total number of active participants reported on line 7a of the Form 55002018-05-01321
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-0194
Total of all active and inactive participants2018-05-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01415
Number of participants with account balances2018-05-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-010
2017: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01370
Total number of active participants reported on line 7a of the Form 55002017-05-01309
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-0182
Total of all active and inactive participants2017-05-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01391
Number of participants with account balances2017-05-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
2016: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01278
Total number of active participants reported on line 7a of the Form 55002016-05-01289
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0172
Total of all active and inactive participants2016-05-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01361
Number of participants with account balances2016-05-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01238
Total number of active participants reported on line 7a of the Form 55002015-05-01229
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0148
Total of all active and inactive participants2015-05-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01277
Number of participants with account balances2015-05-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-011
2014: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01211
Total number of active participants reported on line 7a of the Form 55002014-05-01200
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0138
Total of all active and inactive participants2014-05-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01238
Number of participants with account balances2014-05-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-011
2013: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01183
Total number of active participants reported on line 7a of the Form 55002013-05-01175
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0130
Total of all active and inactive participants2013-05-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01205
Number of participants with account balances2013-05-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-012
2012: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01157
Total number of active participants reported on line 7a of the Form 55002012-05-01157
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0127
Total of all active and inactive participants2012-05-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-01184
Number of participants with account balances2012-05-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-015
2011: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01149
Total number of active participants reported on line 7a of the Form 55002011-05-01137
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-0116
Total of all active and inactive participants2011-05-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01153
Number of participants with account balances2011-05-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-017
2009: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01165
Total number of active participants reported on line 7a of the Form 55002009-05-01111
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0145
Total of all active and inactive participants2009-05-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01156
Number of participants with account balances2009-05-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-0112

Financial Data on COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN

Measure Date Value
2023 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-04-30$1,908,316
Total loss/gain on sale of assets2023-04-30$-81,129
Total of all expenses incurred2023-04-30$1,001,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$920,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$1,699,410
Value of total assets at end of year2023-04-30$14,882,640
Value of total assets at beginning of year2023-04-30$13,976,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$81,308
Total interest from all sources2023-04-30$2,072
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$334,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$334,367
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$1,177,534
Participant contributions at end of year2023-04-30$59,364
Participant contributions at beginning of year2023-04-30$25,965
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$22,531
Administrative expenses (other) incurred2023-04-30$81,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$906,606
Value of net assets at end of year (total assets less liabilities)2023-04-30$14,882,640
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$13,976,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$14,801,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$13,949,846
Interest on participant loans2023-04-30$2,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-46,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$499,345
Employer contributions (assets) at end of year2023-04-30$21,677
Employer contributions (assets) at beginning of year2023-04-30$223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$920,402
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$3,708,753
Aggregate carrying amount (costs) on sale of assets2023-04-30$3,789,882
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30MCSOLEY MCCOY AND CO
Accountancy firm EIN2023-04-30030327374
2022 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-04-30$696,470
Total of all expenses incurred2022-04-30$1,690,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$1,608,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$1,765,361
Value of total assets at end of year2022-04-30$13,976,034
Value of total assets at beginning of year2022-04-30$14,970,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$82,173
Total interest from all sources2022-04-30$2,699
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$540,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$540,433
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$1,112,860
Participant contributions at end of year2022-04-30$25,965
Participant contributions at beginning of year2022-04-30$83,279
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$170,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-994,228
Value of net assets at end of year (total assets less liabilities)2022-04-30$13,976,034
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$14,970,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$13,949,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$14,424,754
Interest on participant loans2022-04-30$2,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-1,612,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$482,380
Employer contributions (assets) at end of year2022-04-30$223
Employer contributions (assets) at beginning of year2022-04-30$462,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,608,525
Contract administrator fees2022-04-30$82,173
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2022-04-30030327374
2021 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-04-30$5,639,417
Total of all expenses incurred2021-04-30$1,581,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,505,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$1,767,110
Value of total assets at end of year2021-04-30$14,970,262
Value of total assets at beginning of year2021-04-30$10,911,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$75,376
Total interest from all sources2021-04-30$3,979
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$277,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$277,683
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$1,055,955
Participant contributions at end of year2021-04-30$83,279
Participant contributions at beginning of year2021-04-30$62,745
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$248,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$4,058,320
Value of net assets at end of year (total assets less liabilities)2021-04-30$14,970,262
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$10,911,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$14,424,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$10,392,325
Interest on participant loans2021-04-30$3,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$3,590,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$462,229
Employer contributions (assets) at end of year2021-04-30$462,229
Employer contributions (assets) at beginning of year2021-04-30$456,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,505,721
Contract administrator fees2021-04-30$75,376
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Disclaimer
Accountancy firm name2021-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2021-04-30030327374
2020 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-04-30$1,667,605
Total of all expenses incurred2020-04-30$1,200,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$1,110,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$1,715,350
Value of total assets at end of year2020-04-30$10,911,942
Value of total assets at beginning of year2020-04-30$10,444,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$90,157
Total interest from all sources2020-04-30$3,617
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$239,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$239,694
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$1,060,557
Participant contributions at end of year2020-04-30$62,745
Participant contributions at beginning of year2020-04-30$30,797
Income. Received or receivable in cash from other sources (including rollovers)2020-04-30$197,921
Other income not declared elsewhere2020-04-30$-335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$467,069
Value of net assets at end of year (total assets less liabilities)2020-04-30$10,911,942
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$10,444,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$56,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$10,392,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$9,968,183
Interest on participant loans2020-04-30$3,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-290,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$456,872
Employer contributions (assets) at end of year2020-04-30$456,872
Employer contributions (assets) at beginning of year2020-04-30$445,893
Income. Dividends from common stock2020-04-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,110,379
Contract administrator fees2020-04-30$33,786
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2020-04-30030327374
2019 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-04-30$2,137,031
Total of all expenses incurred2019-04-30$1,453,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$1,417,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$1,582,431
Value of total assets at end of year2019-04-30$10,444,873
Value of total assets at beginning of year2019-04-30$9,761,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$36,292
Total interest from all sources2019-04-30$2,415
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$242,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$242,689
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30Yes
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$1,118,373
Participant contributions at end of year2019-04-30$30,797
Participant contributions at beginning of year2019-04-30$57,100
Participant contributions at beginning of year2019-04-30$1,967
Income. Received or receivable in cash from other sources (including rollovers)2019-04-30$15,927
Other income not declared elsewhere2019-04-30$-148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$683,360
Value of net assets at end of year (total assets less liabilities)2019-04-30$10,444,873
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$9,761,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$21,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$9,968,183
Value of interest in pooled separate accounts at beginning of year2019-04-30$8,075,302
Interest on participant loans2019-04-30$2,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$1,246,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$309,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$448,131
Employer contributions (assets) at end of year2019-04-30$445,893
Employer contributions (assets) at beginning of year2019-04-30$380,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,417,379
Contract administrator fees2019-04-30$14,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30Yes
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-04-30030327374
2018 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-04-30$2,291,573
Total of all expenses incurred2018-04-30$831,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$823,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$1,589,467
Value of total assets at end of year2018-04-30$9,761,513
Value of total assets at beginning of year2018-04-30$8,301,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$8,097
Total interest from all sources2018-04-30$2,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$968,406
Participant contributions at end of year2018-04-30$57,100
Participant contributions at beginning of year2018-04-30$60,093
Participant contributions at end of year2018-04-30$1,967
Participant contributions at beginning of year2018-04-30$637
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$239,499
Other income not declared elsewhere2018-04-30$203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$1,460,211
Value of net assets at end of year (total assets less liabilities)2018-04-30$9,761,513
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$8,301,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in pooled separate accounts at end of year2018-04-30$8,075,302
Value of interest in pooled separate accounts at beginning of year2018-04-30$6,620,873
Interest on participant loans2018-04-30$2,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$1,246,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$1,311,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$698,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$381,562
Employer contributions (assets) at end of year2018-04-30$380,393
Employer contributions (assets) at beginning of year2018-04-30$307,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$823,265
Contract administrator fees2018-04-30$8,097
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2018-04-30030327374
2017 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-04-30$2,510,294
Total of all expenses incurred2017-04-30$353,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$348,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$1,774,646
Value of total assets at end of year2017-04-30$8,301,302
Value of total assets at beginning of year2017-04-30$6,144,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$4,764
Total interest from all sources2017-04-30$2,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-04-30$0
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$843,378
Participant contributions at end of year2017-04-30$60,093
Participant contributions at beginning of year2017-04-30$95,272
Participant contributions at end of year2017-04-30$637
Income. Received or receivable in cash from other sources (including rollovers)2017-04-30$622,491
Other income not declared elsewhere2017-04-30$215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$2,157,131
Value of net assets at end of year (total assets less liabilities)2017-04-30$8,301,302
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$6,144,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in pooled separate accounts at end of year2017-04-30$6,620,873
Value of interest in pooled separate accounts at beginning of year2017-04-30$4,379,118
Interest on participant loans2017-04-30$2,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$1,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$1,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$1,311,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$1,387,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$732,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$308,777
Employer contributions (assets) at end of year2017-04-30$307,877
Employer contributions (assets) at beginning of year2017-04-30$281,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$348,399
Contract administrator fees2017-04-30$4,764
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2017-04-30030327374
2016 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-04-30$1,225,198
Total of all expenses incurred2016-04-30$604,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$600,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$1,337,107
Value of total assets at end of year2016-04-30$6,144,171
Value of total assets at beginning of year2016-04-30$5,523,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$3,713
Total interest from all sources2016-04-30$2,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$300,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$693,282
Participant contributions at end of year2016-04-30$95,272
Participant contributions at beginning of year2016-04-30$37,413
Participant contributions at beginning of year2016-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-04-30$362,775
Other income not declared elsewhere2016-04-30$906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$620,905
Value of net assets at end of year (total assets less liabilities)2016-04-30$6,144,171
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$5,523,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in pooled separate accounts at end of year2016-04-30$4,379,118
Value of interest in pooled separate accounts at beginning of year2016-04-30$3,997,878
Interest on participant loans2016-04-30$2,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$1,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$5,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$5,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$1,387,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$1,234,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-115,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$281,050
Employer contributions (assets) at end of year2016-04-30$281,050
Employer contributions (assets) at beginning of year2016-04-30$248,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$600,580
Contract administrator fees2016-04-30$3,713
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2016-04-30030327374
2015 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-04-30$1,880,196
Total of all expenses incurred2015-04-30$396,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$393,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,537,673
Value of total assets at end of year2015-04-30$5,523,266
Value of total assets at beginning of year2015-04-30$4,039,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,527
Total interest from all sources2015-04-30$2,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$300,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$614,723
Participant contributions at end of year2015-04-30$37,413
Participant contributions at beginning of year2015-04-30$38,891
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$1,990
Income. Received or receivable in cash from other sources (including rollovers)2015-04-30$667,840
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$0
Other income not declared elsewhere2015-04-30$478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$1,483,903
Value of net assets at end of year (total assets less liabilities)2015-04-30$5,523,266
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$4,039,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in pooled separate accounts at end of year2015-04-30$3,997,878
Value of interest in pooled separate accounts at beginning of year2015-04-30$3,351,084
Income. Interest from loans (other than to participants)2015-04-30$1,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$5,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$3,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$3,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$1,234,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$440,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$339,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$255,110
Employer contributions (assets) at end of year2015-04-30$248,014
Employer contributions (assets) at beginning of year2015-04-30$203,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$393,766
Contract administrator fees2015-04-30$2,527
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2015-04-30030327374
2014 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-04-30$1,032,293
Total of all expenses incurred2014-04-30$441,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$438,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$635,359
Value of total assets at end of year2014-04-30$4,039,363
Value of total assets at beginning of year2014-04-30$3,448,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$3,308
Total interest from all sources2014-04-30$2,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$300,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$426,314
Participant contributions at end of year2014-04-30$38,891
Participant contributions at beginning of year2014-04-30$27,409
Participant contributions at end of year2014-04-30$1,990
Participant contributions at beginning of year2014-04-30$1,990
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$5,369
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$129
Total non interest bearing cash at beginning of year2014-04-30$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$590,721
Value of net assets at end of year (total assets less liabilities)2014-04-30$4,039,363
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$3,448,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in pooled separate accounts at end of year2014-04-30$3,351,084
Value of interest in pooled separate accounts at beginning of year2014-04-30$2,880,210
Income. Interest from loans (other than to participants)2014-04-30$1,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$3,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$3,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$3,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$440,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$337,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$394,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$203,676
Employer contributions (assets) at end of year2014-04-30$203,676
Employer contributions (assets) at beginning of year2014-04-30$198,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$438,135
Contract administrator fees2014-04-30$3,308
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2014-04-30030327374
2013 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-04-30$988,593
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$28,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$26,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$649,154
Value of total assets at end of year2013-04-30$3,448,642
Value of total assets at beginning of year2013-04-30$2,488,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$1,769
Total interest from all sources2013-04-30$2,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$300,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$444,253
Participant contributions at end of year2013-04-30$27,409
Participant contributions at end of year2013-04-30$1,990
Income. Received or receivable in cash from other sources (including rollovers)2013-04-30$6,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$0
Total non interest bearing cash at end of year2013-04-30$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$959,991
Value of net assets at end of year (total assets less liabilities)2013-04-30$3,448,642
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$2,488,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in pooled separate accounts at end of year2013-04-30$2,880,210
Value of interest in pooled separate accounts at beginning of year2013-04-30$2,050,372
Interest on participant loans2013-04-30$1,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$3,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$18,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$18,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$1,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$337,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$241,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$337,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$198,774
Employer contributions (assets) at end of year2013-04-30$198,774
Employer contributions (assets) at beginning of year2013-04-30$178,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$26,833
Contract administrator fees2013-04-30$1,769
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2013-04-30030327374
2012 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$1,676,032
Total of all expenses incurred2012-04-30$156,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$153,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,532,919
Value of total assets at end of year2012-04-30$2,488,651
Value of total assets at beginning of year2012-04-30$969,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$3,149
Total interest from all sources2012-04-30$2,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$75,000
If this is an individual account plan, was there a blackout period2012-04-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$329,790
Income. Received or receivable in cash from other sources (including rollovers)2012-04-30$1,024,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$1,519,527
Value of net assets at end of year (total assets less liabilities)2012-04-30$2,488,651
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$969,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$702,385
Value of interest in pooled separate accounts at end of year2012-04-30$2,050,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$18,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$4,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$4,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$2,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$241,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$91,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$140,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$178,143
Employer contributions (assets) at end of year2012-04-30$178,143
Employer contributions (assets) at beginning of year2012-04-30$171,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$153,356
Contract administrator fees2012-04-30$3,149
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30Yes
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2012-04-30030327374
2011 : COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$268,434
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$72,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$71,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$181,085
Value of total assets at end of year2011-04-30$969,124
Value of total assets at beginning of year2011-04-30$773,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$1,192
Total interest from all sources2011-04-30$2,721
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$75,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$9,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$0
Total non interest bearing cash at beginning of year2011-04-30$1,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$195,784
Value of net assets at end of year (total assets less liabilities)2011-04-30$969,124
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$773,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$702,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$609,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$4,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$2,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$91,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$77,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$84,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$171,285
Employer contributions (assets) at end of year2011-04-30$171,285
Employer contributions (assets) at beginning of year2011-04-30$85,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$71,458
Contract administrator fees2011-04-30$1,192
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30MCSOLEY MCCOY & CO.
Accountancy firm EIN2011-04-30030327374

Form 5500 Responses for COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN

2022: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedYes
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: COMMUNITY HEALTH CENTERS OF BURLINGTON RETIREMENT PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered0
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $23,981
Total amount of fees paid to insurance companyUSD $2,398
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,981
Insurance broker organization code?3
Amount paid for insurance broker fees2398
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered316
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $43,213
Total amount of fees paid to insurance companyUSD $4,321
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,213
Insurance broker organization code?3
Amount paid for insurance broker fees4321
Insurance broker namePENSION WORKS, INC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 2
Insurance contract or identification number58207
Number of Individuals Covered0
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered237
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $27,238
Total amount of fees paid to insurance companyUSD $2,724
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,238
Insurance broker organization code?3
Amount paid for insurance broker fees2724
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSION WORKS, INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered186
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $22,075
Total amount of fees paid to insurance companyUSD $2,208
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,075
Insurance broker organization code?3
Amount paid for insurance broker fees2208
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSION WORKS, INC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 2
Insurance contract or identification number58207
Number of Individuals Covered16
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 2
Insurance contract or identification number58207
Number of Individuals Covered16
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered157
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $17,858
Total amount of fees paid to insurance companyUSD $1,786
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,858
Insurance broker organization code?3
Amount paid for insurance broker fees1786
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker namePENSION WORKS, INC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 2
Insurance contract or identification number58207
Number of Individuals Covered16
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 1
Insurance contract or identification numberGA-827174
Number of Individuals Covered141
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $12,730
Total amount of fees paid to insurance companyUSD $1,267
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,672
Insurance broker organization code?3
Amount paid for insurance broker fees1267
Additional information about fees paid to insurance brokerPLAN ADMINISTRATION
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 1
Insurance contract or identification number58207
Number of Individuals Covered16
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-827174
Policy instance 2
Insurance contract or identification numberGA-827174
Number of Individuals Covered128
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $4,222
Total amount of fees paid to insurance companyUSD $5,480
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number58207
Policy instance 1
Insurance contract or identification number58207
Number of Individuals Covered138
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $1,459
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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