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403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE
Plan identification number 002

403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE Benefits

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

MERIDIAN HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:MERIDIAN HEALTHCARE
Employer identification number (EIN):341138485
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about MERIDIAN HEALTHCARE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1974-02-05
Company Identification Number: 449356
Legal Registered Office Address: 527 N. MERIDIAN ROAD
-
YOUNGSTOWN
United States of America (USA)
44509

More information about MERIDIAN HEALTHCARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DARLA GALLAGHER2023-10-02
0022021-01-01DARLA GALLAGHER2022-09-22
0022020-01-01DARLA GALLAGHER2021-09-28
0022019-01-01DARLA GALLAGHER2020-10-14
0022018-01-01DARLA GALLAGHER2019-09-27
0022017-01-01
0022016-01-01
0022015-01-01DARLA GALLAGHER DARLA GALLAGHER2016-07-14
0022014-01-01DARLA GALLAGHER DARLA GALLAGHER2015-10-14
0022013-01-01DARLA GALLAGHER DARLA GALLAGHER2014-10-15
0022012-01-01DARLA GALLAGHER DARLA GALLAGHER2013-10-15
0022011-01-01DARLA GALLAGHER DARLA GALLAGHER2012-10-15
0022010-01-01DARLA GALLAGHER DARLA GALLAGHER2011-10-17
0022009-01-01DARLA GALLAGHER DARLA GALLAGHER2010-10-15

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE

Measure Date Value
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2022 401k membership
Total participants, beginning-of-year2022-01-01326
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of other retired or separated participants entitled to future benefits2022-01-0174
Total of all active and inactive participants2022-01-01315
Total participants2022-01-01315
Number of participants with account balances2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2021 401k membership
Total participants, beginning-of-year2021-01-01298
Total number of active participants reported on line 7a of the Form 55002021-01-01255
Number of other retired or separated participants entitled to future benefits2021-01-0171
Total of all active and inactive participants2021-01-01326
Total participants2021-01-01326
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2020 401k membership
Total participants, beginning-of-year2020-01-01347
Total number of active participants reported on line 7a of the Form 55002020-01-01254
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01298
Total participants2020-01-01298
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01279
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01347
Total participants2019-01-01347
Number of participants with account balances2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2018 401k membership
Total participants, beginning-of-year2018-01-01312
Total number of active participants reported on line 7a of the Form 55002018-01-01258
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01314
Total participants2018-01-01314
Number of participants with account balances2018-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2017 401k membership
Total participants, beginning-of-year2017-01-01285
Total number of active participants reported on line 7a of the Form 55002017-01-01266
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01312
Total participants2017-01-01312
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01285
Total participants2016-01-01285
Number of participants with account balances2016-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01221
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01254
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01216
Number of participants with account balances2014-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01239
Total participants2013-01-01239
Number of participants with account balances2013-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01230
Total participants2012-01-01230
Number of participants with account balances2012-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01157
Total participants2011-01-01157
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01144
Number of participants with account balances2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2009 401k membership
Total participants, beginning-of-year2009-01-01131
Total number of active participants reported on line 7a of the Form 55002009-01-0145
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0153
Number of participants with account balances2009-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,405
Total income from all sources (including contributions)2022-12-31$-299,016
Total of all expenses incurred2022-12-31$1,053,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,025,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$561,792
Value of total assets at end of year2022-12-31$3,872,589
Value of total assets at beginning of year2022-12-31$5,241,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,697
Total interest from all sources2022-12-31$1,286
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$42,468
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$42,468
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$390,207
Participant contributions at end of year2022-12-31$49,191
Participant contributions at beginning of year2022-12-31$5,773
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$16,405
Administrative expenses (other) incurred2022-12-31$27,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,352,084
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,872,589
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,224,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,401,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,688,055
Interest on participant loans2022-12-31$1,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$418,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$543,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$543,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-904,562
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$125,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,025,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31PACKER THOMAS
Accountancy firm EIN2022-12-31341667340
2021 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,405
Total income from all sources (including contributions)2021-12-31$1,136,150
Total of all expenses incurred2021-12-31$223,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$197,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$539,471
Value of total assets at end of year2021-12-31$5,241,078
Value of total assets at beginning of year2021-12-31$4,312,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,621
Total interest from all sources2021-12-31$447
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$106,903
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$106,903
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$377,133
Participant contributions at end of year2021-12-31$5,773
Participant contributions at beginning of year2021-12-31$12,122
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$46,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$16,405
Administrative expenses (other) incurred2021-12-31$26,621
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$912,367
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,224,673
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,312,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,688,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,659,274
Interest on participant loans2021-12-31$433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$543,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$636,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$636,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$489,329
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$115,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$197,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31PACKER THOMAS
Accountancy firm EIN2021-12-31341667340
2020 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,065,724
Total of all expenses incurred2020-12-31$504,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$486,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$498,558
Value of total assets at end of year2020-12-31$4,312,306
Value of total assets at beginning of year2020-12-31$3,750,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,613
Total interest from all sources2020-12-31$926
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$88,602
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$88,602
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$336,227
Participant contributions at end of year2020-12-31$12,122
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,126,023
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,774
Administrative expenses (other) incurred2020-12-31$17,613
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$561,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,312,306
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,750,656
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$3,659,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,393
Interest on participant loans2020-12-31$907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$636,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$512,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$477,638
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$112,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$486,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31PACKER THOMAS
Accountancy firm EIN2020-12-31341667340
2019 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,200,316
Total of all expenses incurred2019-12-31$1,222,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,221,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$461,881
Value of total assets at end of year2019-12-31$3,750,656
Value of total assets at beginning of year2019-12-31$3,772,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$701
Total interest from all sources2019-12-31$9,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$283,540
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,126,023
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,094,192
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$87,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-22,212
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,750,656
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,772,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$85,613
Interest earned on other investments2019-12-31$9,112
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$512,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$593,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,779
Net investment gain/loss from pooled separate accounts2019-12-31$702,526
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$90,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,221,827
Contract administrator fees2019-12-31$701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31PACKER THOMAS
Accountancy firm EIN2019-12-31341667340
2018 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$176,304
Total of all expenses incurred2018-12-31$78,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$78,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$443,682
Value of total assets at end of year2018-12-31$3,772,868
Value of total assets at beginning of year2018-12-31$3,675,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$600
Total interest from all sources2018-12-31$5,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$250,651
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,094,192
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,485
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$97,599
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,772,868
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,675,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$85,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,743
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,195,135
Interest earned on other investments2018-12-31$5,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$593,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$389,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,671
Net investment gain/loss from pooled separate accounts2018-12-31$-267,918
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$84,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$78,105
Contract administrator fees2018-12-31$600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PACKER THOMAS
Accountancy firm EIN2018-12-31341667340
2017 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$808,483
Total of all expenses incurred2017-12-31$128,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$127,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$335,333
Value of total assets at end of year2017-12-31$3,675,269
Value of total assets at beginning of year2017-12-31$2,994,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$618
Total interest from all sources2017-12-31$3,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$230,778
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$680,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,675,269
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,994,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$73,359
Value of interest in pooled separate accounts at end of year2017-12-31$3,195,135
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,533,039
Interest earned on other investments2017-12-31$3,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$389,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$388,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,385
Net investment gain/loss from pooled separate accounts2017-12-31$452,031
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$75,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$127,437
Contract administrator fees2017-12-31$618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
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 name2017-12-31PACKER THOMAS
Accountancy firm EIN2017-12-31341667340
2016 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$663,334
Total of all expenses incurred2016-12-31$173,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$172,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$450,373
Value of total assets at end of year2016-12-31$2,994,841
Value of total assets at beginning of year2016-12-31$2,505,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$664
Total interest from all sources2016-12-31$3,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$206,822
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$175,167
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$489,788
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,994,841
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,505,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$73,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,716
Value of interest in pooled separate accounts at end of year2016-12-31$2,533,039
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,047,357
Interest earned on other investments2016-12-31$3,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$388,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$382,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,354
Net investment gain/loss from pooled separate accounts2016-12-31$204,666
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$68,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$172,882
Contract administrator fees2016-12-31$664
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PACKER THOMAS
Accountancy firm EIN2016-12-31341667340
2015 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$799,327
Total of all expenses incurred2015-12-31$125,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$124,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$823,448
Value of total assets at end of year2015-12-31$2,505,053
Value of total assets at beginning of year2015-12-31$1,831,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,064
Total interest from all sources2015-12-31$3,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$190,146
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$569,093
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$673,637
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,505,053
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,831,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$74,388
Value of interest in pooled separate accounts at end of year2015-12-31$2,047,357
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,407,150
Interest earned on other investments2015-12-31$3,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$382,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$349,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$327
Net investment gain/loss from pooled separate accounts2015-12-31$-27,996
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$124,626
Contract administrator fees2015-12-31$1,064
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 name2015-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2015-12-31341218697
2014 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$362,181
Total of all expenses incurred2014-12-31$296,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$276,752
Value of total assets at end of year2014-12-31$1,831,416
Value of total assets at beginning of year2014-12-31$1,765,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,398
Total interest from all sources2014-12-31$2,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$164,671
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$56,958
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$65,822
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,831,416
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,765,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$74,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$68,406
Value of interest in pooled separate accounts at end of year2014-12-31$1,407,150
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,500,962
Interest earned on other investments2014-12-31$2,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$349,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$196,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,998
Net investment gain/loss from pooled separate accounts2014-12-31$76,673
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$55,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,961
Contract administrator fees2014-12-31$1,398
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 name2014-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2014-12-31341218697
2013 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$607,133
Total of all expenses incurred2013-12-31$351,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$350,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$303,795
Value of total assets at end of year2013-12-31$1,765,594
Value of total assets at beginning of year2013-12-31$1,510,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,303
Total interest from all sources2013-12-31$2,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$130,190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133,820
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$255,579
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,765,594
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,510,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$68,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$264,318
Value of interest in pooled separate accounts at end of year2013-12-31$1,500,962
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,001,138
Interest earned on other investments2013-12-31$2,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$196,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$244,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,768
Net investment gain/loss from pooled separate accounts2013-12-31$271,875
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$39,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$350,251
Contract administrator fees2013-12-31$1,303
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 name2013-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2013-12-31341218697
2012 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$364,132
Total of all expenses incurred2012-12-31$83,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$229,312
Value of total assets at end of year2012-12-31$1,510,015
Value of total assets at beginning of year2012-12-31$1,229,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,150
Total interest from all sources2012-12-31$4,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$118,309
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,673
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$280,831
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,510,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,229,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$264,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$246,966
Value of interest in pooled separate accounts at end of year2012-12-31$1,001,138
Value of interest in pooled separate accounts at beginning of year2012-12-31$734,677
Interest earned on other investments2012-12-31$4,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$244,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$247,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$30,166
Net investment gain/loss from pooled separate accounts2012-12-31$100,350
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$48,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$81,151
Contract administrator fees2012-12-31$2,150
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 name2012-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2012-12-31341218697
2011 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$129,691
Total of all expenses incurred2011-12-31$33,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$156,236
Value of total assets at end of year2011-12-31$1,229,184
Value of total assets at beginning of year2011-12-31$1,133,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,139
Total interest from all sources2011-12-31$4,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$93,383
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$95,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,229,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,133,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$246,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$253,923
Value of interest in pooled separate accounts at end of year2011-12-31$734,677
Value of interest in pooled separate accounts at beginning of year2011-12-31$670,154
Interest earned on other investments2011-12-31$4,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$247,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$209,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,958
Net investment gain/loss from pooled separate accounts2011-12-31$-24,264
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$37,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,845
Contract administrator fees2011-12-31$1,139
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 name2011-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2011-12-31341218697
2010 : 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$236,154
Total of all expenses incurred2010-12-31$48,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$113,864
Value of total assets at end of year2010-12-31$1,133,477
Value of total assets at beginning of year2010-12-31$945,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,775
Total interest from all sources2010-12-31$5,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$77,542
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$187,873
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,133,477
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$945,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$253,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$258,168
Value of interest in pooled separate accounts at end of year2010-12-31$670,154
Value of interest in pooled separate accounts at beginning of year2010-12-31$516,296
Interest earned on other investments2010-12-31$5,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$209,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$171,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,061
Net investment gain/loss from pooled separate accounts2010-12-31$88,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$34,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,506
Contract administrator fees2010-12-31$1,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31REALI, GIAMPETRO & SCOTT
Accountancy firm EIN2010-12-31341218697

Form 5500 Responses for 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE

2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 1
Insurance contract or identification number891673+008
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 1
Insurance contract or identification number891673+008
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered9
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813B
Policy instance 1
Insurance contract or identification number056813B
Number of Individuals Covered0
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813B
Policy instance 1
Insurance contract or identification number056813B
Number of Individuals Covered196
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 $1,004
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1004
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered10
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813B
Policy instance 1
Insurance contract or identification number056813B
Number of Individuals Covered160
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,072
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2072
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813B
Policy instance 1
Insurance contract or identification number056813B
Number of Individuals Covered141
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,834
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3834
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered12
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered121
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $151
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees151
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered99
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $218
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees218
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered76
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $257
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees257
Additional information about fees paid to insurance brokerCOMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $183
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees56
Additional information about fees paid to insurance brokerCOMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameJASON R. LAMP
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $416
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673008
Policy instance 2
Insurance contract or identification number891673008
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number891673+008
Policy instance 2
Insurance contract or identification number891673+008
Number of Individuals Covered15
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056813-B
Policy instance 1
Insurance contract or identification number056813-B
Number of Individuals Covered59
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $253
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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