?>
Logo

ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 401k Plan overview

Plan NameST. ANTHONY'S HOSPICE, INC. 401(K) PLAN
Plan identification number 001

ST. ANTHONY'S HOSPICE, INC. 401(K) 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

ST. ANTHONYS HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. ANTHONYS HOSPICE, INC.
Employer identification number (EIN):311010566
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JODIE CONRAD JODIE CONRAD2019-06-28
0012017-01-01JODIE CONRAD2018-06-19 JODIE CONRAD2018-06-19
0012016-01-01JODIE CONRAD2017-06-20 JODIE CONRAD2017-06-20
0012015-01-01JODIE CONRAD2016-05-09 JODIE CONRAD2016-05-09
0012014-01-01JODIE BLACK2015-06-09 JODIE BLACK2015-06-09
0012013-01-01JODIE BLACK2014-05-19 JODIE BLACK2014-05-19
0012012-01-01TRACI ROBINSON2013-05-10 TRACI ROBINSON2013-05-10
0012011-01-01MARK CHUMBLER2012-05-29 MARK CHUMBLER2012-05-29
0012010-01-01MARK CHUMBLER2011-05-23 MARK CHUMBLER2011-05-23

Plan Statistics for ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN

401k plan membership statisitcs for ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN

Measure Date Value
2022: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0170
Number of participants with account balances2022-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0195
Number of participants with account balances2021-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0185
Total number of active participants reported on line 7a of the Form 55002020-01-0177
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0191
Number of participants with account balances2020-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01101
Total number of active participants reported on line 7a of the Form 55002019-01-0172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0185
Number of participants with account balances2019-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0186
Total number of active participants reported on line 7a of the Form 55002018-01-0182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01101
Number of participants with account balances2018-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN

Measure Date Value
2022 : ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-176,097
Expenses. Total of all expenses incurred2022-12-31$402,275
Benefits paid (including direct rollovers)2022-12-31$372,112
Total plan assets at end of year2022-12-31$2,452,690
Total plan assets at beginning of year2022-12-31$3,031,062
Value of fidelity bond covering the plan2022-12-31$350,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$158,833
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-536,812
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-578,372
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,452,690
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,031,062
Assets. Value of participant loans2022-12-31$59,941
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$201,882
Value of certain deemed distributions of participant loans2022-12-31$3,097
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$27,066
2021 : ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$648,918
Expenses. Total of all expenses incurred2021-12-31$367,097
Benefits paid (including direct rollovers)2021-12-31$336,600
Total plan assets at end of year2021-12-31$3,031,062
Total plan assets at beginning of year2021-12-31$2,749,241
Value of fidelity bond covering the plan2021-12-31$350,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$115,733
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$2
Other income received2021-12-31$354,839
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$281,821
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,031,062
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,749,241
Assets. Value of participant loans2021-12-31$105,935
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$178,344
Value of certain deemed distributions of participant loans2021-12-31$1,761
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$28,736
2020 : ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$648,234
Expenses. Total of all expenses incurred2020-12-31$150,984
Benefits paid (including direct rollovers)2020-12-31$126,803
Total plan assets at end of year2020-12-31$2,749,241
Total plan assets at beginning of year2020-12-31$2,251,991
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$112,311
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$375,646
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$497,250
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,749,241
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,251,991
Assets. Value of participant loans2020-12-31$124,258
Total contributions received or receivable from employer(s)2020-12-31$160,277
Value of certain deemed distributions of participant loans2020-12-31$1,797
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$22,384
2019 : ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$687,124
Expenses. Total of all expenses incurred2019-12-31$150,424
Benefits paid (including direct rollovers)2019-12-31$130,373
Total plan assets at end of year2019-12-31$2,251,991
Total plan assets at beginning of year2019-12-31$1,715,291
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$131,936
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$3,659
Other income received2019-12-31$392,553
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$536,700
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,251,991
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,715,291
Assets. Value of participant loans2019-12-31$142,743
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$7,531
Total contributions received or receivable from employer(s)2019-12-31$158,976
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20,051
2018 : ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$149,242
Expenses. Total of all expenses incurred2018-12-31$110,918
Benefits paid (including direct rollovers)2018-12-31$103,186
Total plan assets at end of year2018-12-31$1,715,291
Total plan assets at beginning of year2018-12-31$1,676,967
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$119,115
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$19,023
Other income received2018-12-31$-153,306
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$38,324
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,715,291
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,676,967
Assets. Value of participant loans2018-12-31$54,803
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$7,531
Total contributions received or receivable from employer(s)2018-12-31$164,410
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,732

Form 5500 Responses for ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN

2022: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. ANTHONY'S HOSPICE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. ANTHONY'S HOSPICE, INC. 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. ANTHONY'S HOSPICE, INC. 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number95086
Policy instance 1
Insurance contract or identification number95086
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $7,017
Total amount of fees paid to insurance companyUSD $3,300
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,017
Amount paid for insurance broker fees0

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