?>
Logo

SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 401k Plan overview

Plan NameSUNSHINE RETIREMENT LIVING LLC 401(K) PLAN
Plan identification number 001

SUNSHINE RETIREMENT LIVING LLC 401(K) 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.
  • Plan covering Self-Employed individuals.
  • 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

SUNSHINE RETIREMENT LIVING LLC has sponsored the creation of one or more 401k plans.

Company Name:SUNSHINE RETIREMENT LIVING LLC
Employer identification number (EIN):272259301
NAIC Classification:721310
NAIC Description:Rooming and Boarding Houses

Additional information about SUNSHINE RETIREMENT LIVING LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-04-07
Company Identification Number: 0801253007
Legal Registered Office Address: 807 SW INDUSTRIAL WAY

BEND
United States of America (USA)
97702

More information about SUNSHINE RETIREMENT LIVING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES MATTHEWS2023-10-09
0012021-01-01TONY DOMBROWIK2022-10-14
0012020-01-01TONY DOMBROWIK2021-10-14
0012019-01-01BO-GWEN JOLLY2020-12-21
0012018-01-01JEFFREY LUNDIN2019-10-14
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JP MICKELSEN
0012014-01-01JP MICKELSEN
0012014-01-01JP MICKELSEN
0012013-01-01JP MICKELSEN
0012012-01-01J.P. MICKELSEN
0012011-01-01QUINTIN KING
0012010-07-01QUINTIN KING2011-10-05

Plan Statistics for SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN

401k plan membership statisitcs for SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN

Measure Date Value
2022: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,519
Total number of active participants reported on line 7a of the Form 55002022-01-011,445
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,526
Number of participants with account balances2022-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0161
2021: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,315
Total number of active participants reported on line 7a of the Form 55002021-01-011,464
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-011,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,531
Number of participants with account balances2021-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,171
Total number of active participants reported on line 7a of the Form 55002020-01-011,107
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,141
Number of participants with account balances2020-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01780
Total number of active participants reported on line 7a of the Form 55002019-01-011,094
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,138
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01703
Total number of active participants reported on line 7a of the Form 55002018-01-01744
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01775
Total participants2018-01-01775
Number of participants with account balances2018-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01758
Total number of active participants reported on line 7a of the Form 55002017-01-01686
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01717
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01676
Total number of active participants reported on line 7a of the Form 55002016-01-01594
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0141
Total of all active and inactive participants2016-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01635
Number of participants with account balances2016-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01587
Total number of active participants reported on line 7a of the Form 55002015-01-01617
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01672
Number of participants with account balances2015-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01459
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01316
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01426
Total number of active participants reported on line 7a of the Form 55002013-01-01413
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01454
Number of participants with account balances2013-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01370
Total number of active participants reported on line 7a of the Form 55002012-01-01358
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01417
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01336
Total number of active participants reported on line 7a of the Form 55002011-01-01336
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01360
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114

Financial Data on SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN

Measure Date Value
2022 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$525,213
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$793,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$746,761
Expenses. Certain deemed distributions of participant loans2022-12-31$2,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,227,869
Value of total assets at end of year2022-12-31$3,929,914
Value of total assets at beginning of year2022-12-31$4,193,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,265
Total interest from all sources2022-12-31$5,341
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$97,421
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$97,421
Administrative expenses professional fees incurred2022-12-31$0
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$937,018
Participant contributions at end of year2022-12-31$108,713
Participant contributions at beginning of year2022-12-31$79,452
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-267,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,925,074
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,193,052
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
Investment advisory and management fees2022-12-31$14,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,702,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,040,570
Interest on participant loans2022-12-31$5,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$118,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$73,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-805,418
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$278,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$746,761
Contract administrator fees2022-12-31$29,368
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 name2022-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2022-12-31930874157
2021 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,726,563
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$424,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$366,123
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,338,580
Value of total assets at end of year2021-12-31$4,193,052
Value of total assets at beginning of year2021-12-31$2,890,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,083
Total interest from all sources2021-12-31$4,920
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$512,076
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$512,076
Administrative expenses professional fees incurred2021-12-31$21,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$842,302
Participant contributions at end of year2021-12-31$79,452
Participant contributions at beginning of year2021-12-31$82,318
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$265,203
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,302,357
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,193,052
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,890,695
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$15,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,040,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,739,460
Interest on participant loans2021-12-31$4,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$73,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$68,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-129,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$231,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$366,123
Contract administrator fees2021-12-31$21,851
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 name2021-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2021-12-31930874157
2020 : SUNSHINE RETIREMENT LIVING LLC 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,129,971
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$311,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$282,646
Expenses. Certain deemed distributions of participant loans2020-12-31$636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$762,323
Value of total assets at end of year2020-12-31$2,890,695
Value of total assets at beginning of year2020-12-31$2,072,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,069
Total interest from all sources2020-12-31$5,113
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$81,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$81,132
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$584,214
Participant contributions at end of year2020-12-31$82,318
Participant contributions at beginning of year2020-12-31$58,936
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$458
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$818,620
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,890,695
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,072,075
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,768,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,849,437
Income. Interest from loans (other than to participants)2020-12-31$5,113
Value of interest in common/collective trusts at beginning of year2020-12-31$137,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$281,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$170,022
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$282,646
Contract administrator fees2020-12-31$28,069
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 name2020-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2020-12-31930874157
2019 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,160
Total income from all sources (including contributions)2019-12-31$708,703
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$153,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$127,560
Expenses. Certain deemed distributions of participant loans2019-12-31$2,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$405,900
Value of total assets at end of year2019-12-31$2,072,075
Value of total assets at beginning of year2019-12-31$1,530,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,022
Total interest from all sources2019-12-31$3,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$58,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$58,704
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$290,819
Participant contributions at end of year2019-12-31$58,936
Participant contributions at beginning of year2019-12-31$50,209
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$13,288
Assets. Other investments not covered elsewhere at end of year2019-12-31$458
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,160
Other income not declared elsewhere2019-12-31$1,570
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$14,160
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$555,607
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,072,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,516,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,849,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,346,815
Interest on participant loans2019-12-31$3,231
Value of interest in common/collective trusts at end of year2019-12-31$137,333
Value of interest in common/collective trusts at beginning of year2019-12-31$99,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$239,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,816
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$6,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$127,560
Contract administrator fees2019-12-31$12,605
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2019-12-31930874157
2018 : SUNSHINE RETIREMENT LIVING LLC 401(K) 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$14,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,616
Total income from all sources (including contributions)2018-12-31$281,341
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$354,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$314,008
Expenses. Certain deemed distributions of participant loans2018-12-31$4,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$372,713
Value of total assets at end of year2018-12-31$1,530,628
Value of total assets at beginning of year2018-12-31$1,591,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,404
Total interest from all sources2018-12-31$3,295
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$43,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$43,434
Administrative expenses professional fees incurred2018-12-31$9,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$261,688
Participant contributions at end of year2018-12-31$50,209
Participant contributions at beginning of year2018-12-31$41,943
Participant contributions at end of year2018-12-31$13,288
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,616
Total non interest bearing cash at end of year2018-12-31$14,160
Total non interest bearing cash at beginning of year2018-12-31$8,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-73,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,516,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,589,793
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
Investment advisory and management fees2018-12-31$14,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,346,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,472,344
Interest on participant loans2018-12-31$2,347
Interest earned on other investments2018-12-31$948
Value of interest in common/collective trusts at end of year2018-12-31$99,461
Value of interest in common/collective trusts at beginning of year2018-12-31$68,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-139,488
Net investment gain or loss from common/collective trusts2018-12-31$1,387
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$96,136
Employer contributions (assets) at end of year2018-12-31$6,695
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$314,008
Contract administrator fees2018-12-31$12,506
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 name2018-12-31GROVE, MUELLER & SWANK, P.C.
Accountancy firm EIN2018-12-31930874157
2017 : SUNSHINE RETIREMENT LIVING LLC 401(K) 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$1,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,472
Total income from all sources (including contributions)2017-12-31$543,925
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$338,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$303,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$336,350
Value of total assets at end of year2017-12-31$1,591,409
Value of total assets at beginning of year2017-12-31$1,394,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,170
Total interest from all sources2017-12-31$4,700
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,064
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$34,064
Administrative expenses professional fees incurred2017-12-31$14,609
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$198,493
Participant contributions at end of year2017-12-31$41,943
Participant contributions at beginning of year2017-12-31$22,894
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,720
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,472
Total non interest bearing cash at end of year2017-12-31$8,284
Total non interest bearing cash at beginning of year2017-12-31$7,529
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$205,134
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,589,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,384,659
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
Investment advisory and management fees2017-12-31$9,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,472,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,182,567
Income. Interest from loans (other than to participants)2017-12-31$1,477
Interest earned on other investments2017-12-31$1,403
Value of interest in common/collective trusts at end of year2017-12-31$68,838
Value of interest in common/collective trusts at beginning of year2017-12-31$172,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$168,811
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,276
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$5,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$303,621
Contract administrator fees2017-12-31$11,155
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GROVE, MUELLER & SWANK, PC
Accountancy firm EIN2017-12-31930874157
2016 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,986
Total income from all sources (including contributions)2016-12-31$328,177
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$322,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$237,805
Value of total assets at end of year2016-12-31$1,394,131
Value of total assets at beginning of year2016-12-31$1,381,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,593
Total interest from all sources2016-12-31$2,514
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,186
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$31,186
Administrative expenses professional fees incurred2016-12-31$31,575
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$172,241
Participant contributions at end of year2016-12-31$22,894
Participant contributions at beginning of year2016-12-31$24,591
Participant contributions at end of year2016-12-31$2,720
Participant contributions at beginning of year2016-12-31$10,608
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$410
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,986
Total non interest bearing cash at end of year2016-12-31$7,529
Total non interest bearing cash at beginning of year2016-12-31$9,215
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$5,888
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,384,659
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,378,771
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
Investment advisory and management fees2016-12-31$9,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,182,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,168,986
Income. Interest from loans (other than to participants)2016-12-31$1,356
Value of interest in common/collective trusts at end of year2016-12-31$172,873
Value of interest in common/collective trusts at beginning of year2016-12-31$168,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,158
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$56,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$65,154
Employer contributions (assets) at end of year2016-12-31$5,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$270,696
Contract administrator fees2016-12-31$10,733
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 name2016-12-31GROVE, MUELLER & SWANK, PC
Accountancy firm EIN2016-12-31930874157
2015 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,732
Total income from all sources (including contributions)2015-12-31$284,284
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$378,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$338,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$288,313
Value of total assets at end of year2015-12-31$1,381,757
Value of total assets at beginning of year2015-12-31$1,474,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,786
Total interest from all sources2015-12-31$1,637
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$45,666
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$45,666
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$227,168
Participant contributions at end of year2015-12-31$24,591
Participant contributions at beginning of year2015-12-31$34,007
Participant contributions at end of year2015-12-31$10,608
Participant contributions at beginning of year2015-12-31$7,216
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,732
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$9,215
Total non interest bearing cash at beginning of year2015-12-31$8,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-93,746
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,378,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,472,517
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
Investment advisory and management fees2015-12-31$39,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,168,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,254,392
Interest on participant loans2015-12-31$1,637
Value of interest in common/collective trusts at end of year2015-12-31$168,357
Value of interest in common/collective trusts at beginning of year2015-12-31$170,279
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,332
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$56,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$338,244
Contract administrator fees2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GROVE, MULLER & SWANK, PC
Accountancy firm EIN2015-12-31930874157
2014 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$254,038
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$504,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$484,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$186,530
Value of total assets at end of year2014-12-31$1,474,249
Value of total assets at beginning of year2014-12-31$1,722,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$19,870
Total interest from all sources2014-12-31$2,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$208,134
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$138,563
Participant contributions at end of year2014-12-31$34,007
Participant contributions at beginning of year2014-12-31$14,200
Participant contributions at end of year2014-12-31$7,216
Participant contributions at beginning of year2014-12-31$3,962
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$8,355
Total non interest bearing cash at beginning of year2014-12-31$7,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-250,410
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,472,517
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,722,927
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
Investment advisory and management fees2014-12-31$19,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,254,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,515,078
Interest on participant loans2014-12-31$1,372
Interest earned on other investments2014-12-31$859
Value of interest in common/collective trusts at end of year2014-12-31$170,279
Value of interest in common/collective trusts at beginning of year2014-12-31$181,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$65,277
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$40,335
Employer contributions (assets) at beginning of year2014-12-31$570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$484,578
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 name2014-12-31GROVE, MULLER & SWANK, PC
Accountancy firm EIN2014-12-31930874157
2013 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$7,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,249
Total income from all sources (including contributions)2013-12-31$484,767
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$139,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$119,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$244,404
Value of total assets at end of year2013-12-31$1,723,986
Value of total assets at beginning of year2013-12-31$1,378,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,789
Total interest from all sources2013-12-31$566
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,360
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$33,360
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$143,092
Participant contributions at end of year2013-12-31$14,200
Participant contributions at beginning of year2013-12-31$19,518
Participant contributions at end of year2013-12-31$3,962
Participant contributions at beginning of year2013-12-31$3,113
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,249
Total non interest bearing cash at end of year2013-12-31$7,287
Total non interest bearing cash at beginning of year2013-12-31$7,456
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$345,628
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,716,737
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,371,109
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
Investment advisory and management fees2013-12-31$19,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,515,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,144,191
Interest on participant loans2013-12-31$566
Value of interest in common/collective trusts at end of year2013-12-31$181,830
Value of interest in common/collective trusts at beginning of year2013-12-31$203,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$206,437
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$47,307
Employer contributions (assets) at end of year2013-12-31$1,629
Employer contributions (assets) at beginning of year2013-12-31$1,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$119,350
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 name2013-12-31GROVE, MULLER & SWANK, PC
Accountancy firm EIN2013-12-31930874157
2012 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$54,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,249
Total income from all sources (including contributions)2012-12-31$362,841
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$154,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$214,061
Value of total assets at end of year2012-12-31$1,380,729
Value of total assets at beginning of year2012-12-31$1,118,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,369
Total interest from all sources2012-12-31$991
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$34,266
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$34,266
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$163,032
Participant contributions at end of year2012-12-31$19,518
Participant contributions at beginning of year2012-12-31$23,038
Participant contributions at end of year2012-12-31$3,220
Participant contributions at beginning of year2012-12-31$564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$7,249
Total non interest bearing cash at end of year2012-12-31$7,456
Total non interest bearing cash at beginning of year2012-12-31$7,465
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$208,140
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,373,480
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,111,215
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
Investment advisory and management fees2012-12-31$16,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,144,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$974,277
Interest on participant loans2012-12-31$1,211
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$203,052
Value of interest in common/collective trusts at beginning of year2012-12-31$112,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$113,523
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$51,029
Employer contributions (assets) at end of year2012-12-31$3,292
Employer contributions (assets) at beginning of year2012-12-31$179
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,332
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 name2012-12-31GROVE, MULLER & SWANK, PC
Accountancy firm EIN2012-12-31930874157
2011 : SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$7,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,417
Total income from all sources (including contributions)2011-12-31$282,802
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$265,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$312,603
Value of total assets at end of year2011-12-31$1,118,535
Value of total assets at beginning of year2011-12-31$1,102,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,513
Total interest from all sources2011-12-31$2,234
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$26,302
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$26,107
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$165,174
Participant contributions at end of year2011-12-31$23,038
Participant contributions at beginning of year2011-12-31$62,046
Participant contributions at end of year2011-12-31$564
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$105,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$7,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,417
Total non interest bearing cash at end of year2011-12-31$7,465
Total non interest bearing cash at beginning of year2011-12-31$19,615
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$17,667
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,118,535
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,100,868
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
Investment advisory and management fees2011-12-31$15,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$974,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$956,288
Interest on participant loans2011-12-31$2,234
Interest earned on other investments2011-12-31$-71
Value of interest in common/collective trusts at end of year2011-12-31$112,941
Value of interest in common/collective trusts at beginning of year2011-12-31$64,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-58,337
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$42,033
Employer contributions (assets) at end of year2011-12-31$250
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,622
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 name2011-12-31GROVE, MULLER & SWANK, PC
Accountancy firm EIN2011-12-31930874157

Form 5500 Responses for SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN

2022: SUNSHINE RETIREMENT LIVING LLC 401(K) 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: SUNSHINE RETIREMENT LIVING LLC 401(K) 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: SUNSHINE RETIREMENT LIVING LLC 401(K) 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: SUNSHINE RETIREMENT LIVING LLC 401(K) 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: SUNSHINE RETIREMENT LIVING LLC 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507366-01
Policy instance 1
Insurance contract or identification number507366-01
Number of Individuals Covered14
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507366-01
Policy instance 1
Insurance contract or identification number507366-01
Number of Individuals Covered15
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507366-01
Policy instance 1
Insurance contract or identification number507366-01
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507366-01
Policy instance 1
Insurance contract or identification number507366-01
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3