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SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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.
  • 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

LIMA CONVALESCENT HOME FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIMA CONVALESCENT HOME FOUNDATION, INC.
Employer identification number (EIN):344473976
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about LIMA CONVALESCENT HOME FOUNDATION, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1951-12-24
Company Identification Number: 225829
Legal Registered Office Address: 10908 TOM FELT RD
-
BLUFFTON
United States of America (USA)
45817

More information about LIMA CONVALESCENT HOME FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JESSICA TRINKO2023-10-06 JESSICA TRINKO2023-10-06
0012021-01-01JESSICA TRINKO2022-10-07 JESSICA TRINKO2022-10-07
0012020-01-01JESSICA TRINKO2021-10-11 JESSICA TRINKO2021-10-11
0012019-01-01JOY REICHENBACH2020-10-01 JOY REICHENBACH2020-10-01
0012018-01-01JOY REICHENBACH2019-10-09 JOY REICHENBACH2019-10-09
0012017-01-01
0012016-01-01JOY REICHENBACH
0012015-01-01JOY REICHENBACH
0012014-01-01JOY REICHENBACH
0012013-01-01JOY REICHENBACH
0012012-01-01RANDALL COX
0012011-01-01RANDALL COX
0012010-01-01RANDALL COX
0012009-01-01RANDALL COX
0012009-01-01 RANDALL COX2010-10-13

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.

Measure Date Value
2022: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01171
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01170
Number of participants with account balances2022-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01162
Number of participants with account balances2021-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Number of participants with account balances2020-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01132
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01150
Number of participants with account balances2019-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01147
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-01128
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01154
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01152
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01154
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01161
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01152
Number of participants with account balances2013-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01148
Total number of active participants reported on line 7a of the Form 55002012-01-01161
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01161
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01148
Number of participants with account balances2011-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0119
2010: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01155
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01158
Total participants2010-01-01158
Number of participants with account balances2010-01-01158
2009: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01155
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.

Measure Date Value
2022 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,711
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$94,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$88,239
Expenses. Certain deemed distributions of participant loans2022-12-31$1,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$97,401
Value of total assets at end of year2022-12-31$733,137
Value of total assets at beginning of year2022-12-31$849,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,982
Total interest from all sources2022-12-31$670
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,046
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$8,046
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$73,491
Participant contributions at end of year2022-12-31$10,333
Participant contributions at beginning of year2022-12-31$12,888
Participant contributions at beginning of year2022-12-31$2,720
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,718
Other income not declared elsewhere2022-12-31$1,293
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-116,573
Value of net assets at end of year (total assets less liabilities)2022-12-31$733,137
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$849,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$568,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$703,878
Interest on participant loans2022-12-31$670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$139,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$114,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-129,121
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$15,192
Employer contributions (assets) at end of year2022-12-31$15,192
Employer contributions (assets) at beginning of year2022-12-31$15,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$88,239
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 name2022-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2022-12-31341454245
2021 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$194,113
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$440,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$434,053
Expenses. Certain deemed distributions of participant loans2021-12-31$1,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$97,754
Value of total assets at end of year2021-12-31$849,710
Value of total assets at beginning of year2021-12-31$1,096,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,669
Total interest from all sources2021-12-31$1,807
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,574
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$15,574
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$80,362
Participant contributions at end of year2021-12-31$12,888
Participant contributions at beginning of year2021-12-31$17,931
Participant contributions at end of year2021-12-31$2,720
Participant contributions at beginning of year2021-12-31$2,120
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-246,585
Value of net assets at end of year (total assets less liabilities)2021-12-31$849,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,096,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$4,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$703,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$942,316
Interest on participant loans2021-12-31$813
Interest earned on other investments2021-12-31$994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$114,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$114,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$78,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$17,392
Employer contributions (assets) at end of year2021-12-31$15,802
Employer contributions (assets) at beginning of year2021-12-31$19,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$434,053
Contract administrator fees2021-12-31$423
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 name2021-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2021-12-31341454245
2020 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$188,128
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$15,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$78,389
Value of total assets at end of year2020-12-31$1,096,295
Value of total assets at beginning of year2020-12-31$924,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,450
Total interest from all sources2020-12-31$2,188
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,018
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$13,018
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$59,055
Participant contributions at end of year2020-12-31$17,931
Participant contributions at beginning of year2020-12-31$16,571
Participant contributions at end of year2020-12-31$2,120
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other income not declared elsewhere2020-12-31$225
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$172,197
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,096,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$924,098
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$942,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$794,102
Interest on participant loans2020-12-31$956
Interest earned on other investments2020-12-31$1,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$114,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$95,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$94,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,334
Employer contributions (assets) at end of year2020-12-31$19,334
Employer contributions (assets) at beginning of year2020-12-31$17,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,481
Contract administrator fees2020-12-31$6,450
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 name2020-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2020-12-31341454245
2019 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$222,027
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$205,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$194,195
Expenses. Certain deemed distributions of participant loans2019-12-31$5,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$75,374
Value of total assets at end of year2019-12-31$924,098
Value of total assets at beginning of year2019-12-31$907,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,460
Total interest from all sources2019-12-31$398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$56,477
Participant contributions at end of year2019-12-31$16,571
Participant contributions at beginning of year2019-12-31$10,045
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,193
Administrative expenses (other) incurred2019-12-31$1,136
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$16,596
Value of net assets at end of year (total assets less liabilities)2019-12-31$924,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$907,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$794,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$752,202
Interest on participant loans2019-12-31$398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$95,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$123,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$146,255
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$14,704
Employer contributions (assets) at end of year2019-12-31$17,675
Employer contributions (assets) at beginning of year2019-12-31$21,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$194,195
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 name2019-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2019-12-31341454245
2018 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$32,424
Total of all expenses incurred2018-12-31$23,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$89,393
Value of total assets at end of year2018-12-31$907,502
Value of total assets at beginning of year2018-12-31$898,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,245
Total interest from all sources2018-12-31$1,707
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$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$67,349
Participant contributions at end of year2018-12-31$10,045
Participant contributions at beginning of year2018-12-31$14,291
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$520
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$9,418
Value of net assets at end of year (total assets less liabilities)2018-12-31$907,502
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$898,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$7,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$752,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$787,194
Interest on participant loans2018-12-31$541
Interest earned on other investments2018-12-31$1,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$123,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$77,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-58,676
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$21,524
Employer contributions (assets) at end of year2018-12-31$21,293
Employer contributions (assets) at beginning of year2018-12-31$18,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,761
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 name2018-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2018-12-31341454245
2017 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$201,396
Total of all expenses incurred2017-12-31$219,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$214,834
Expenses. Certain deemed distributions of participant loans2017-12-31$4,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$101,028
Value of total assets at end of year2017-12-31$898,084
Value of total assets at beginning of year2017-12-31$915,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$364
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$52,035
Participant contributions at end of year2017-12-31$14,291
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$609,589
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$44,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$13,376
Value of net income/loss2017-12-31$-17,685
Value of net assets at end of year (total assets less liabilities)2017-12-31$898,084
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$915,769
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$787,194
Interest on participant loans2017-12-31$358
Interest earned on other investments2017-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$77,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$306,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$55,525
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$35,617
Employer contributions (assets) at end of year2017-12-31$18,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$214,834
Contract administrator fees2017-12-31$0
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 name2017-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2017-12-31341454245
2016 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$130,223
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$112,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$112,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$82,274
Value of total assets at end of year2016-12-31$915,769
Value of total assets at beginning of year2016-12-31$898,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$357
Total interest from all sources2016-12-31$9,398
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$60,446
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$609,589
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$562,855
Other income not declared elsewhere2016-12-31$38,551
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$17,233
Value of net assets at end of year (total assets less liabilities)2016-12-31$915,769
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$898,536
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
Interest earned on other investments2016-12-31$9,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$306,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$335,681
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$21,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$112,633
Contract administrator fees2016-12-31$357
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 name2016-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2016-12-31341454245
2015 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$73,529
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$203,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$202,749
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$64,737
Value of total assets at end of year2015-12-31$898,536
Value of total assets at beginning of year2015-12-31$1,028,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$265
Total interest from all sources2015-12-31$10,916
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$42,682
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$562,855
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$633,250
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$-2,124
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$-129,485
Value of net assets at end of year (total assets less liabilities)2015-12-31$898,536
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,028,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$10,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$335,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$394,771
Net investment gain/loss from pooled separate accounts2015-12-31$0
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$22,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$202,749
Contract administrator fees2015-12-31$265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2015-12-31341454245
2014 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$146,319
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$459,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$457,089
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$77,477
Value of total assets at end of year2014-12-31$1,028,021
Value of total assets at beginning of year2014-12-31$1,341,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,363
Total interest from all sources2014-12-31$11,302
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$56,143
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$633,250
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$973,849
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,456
Other income not declared elsewhere2014-12-31$57,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-313,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,028,021
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,341,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$11,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$394,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$367,305
Net investment gain/loss from pooled separate accounts2014-12-31$0
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$19,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$457,089
Contract administrator fees2014-12-31$2,363
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 name2014-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2014-12-31341454245
2013 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$285,412
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$129,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$127,578
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$98,247
Value of total assets at end of year2013-12-31$1,341,154
Value of total assets at beginning of year2013-12-31$1,185,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,696
Total interest from all sources2013-12-31$10,888
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$73,849
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$973,849
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$789,365
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other income not declared elsewhere2013-12-31$176,277
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$156,138
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,341,154
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,185,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$10,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$367,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$395,651
Net investment gain/loss from pooled separate accounts2013-12-31$0
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$24,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$127,578
Contract administrator fees2013-12-31$1,696
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 name2013-12-31STROH JOHNSON & COMPANY LLP
Accountancy firm EIN2013-12-31341454245
2012 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$200,096
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$275,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$271,340
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$93,974
Value of total assets at end of year2012-12-31$1,185,016
Value of total assets at beginning of year2012-12-31$1,260,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,358
Total interest from all sources2012-12-31$11,743
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$68,904
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$789,365
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$868,548
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other income not declared elsewhere2012-12-31$94,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-75,602
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,185,016
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,260,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$11,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$395,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$392,070
Net investment gain/loss from pooled separate accounts2012-12-31$0
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$25,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$271,340
Contract administrator fees2012-12-31$4,358
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 name2012-12-31STROH, JOHNSON & COMPANY LLP
Accountancy firm EIN2012-12-31341454245
2011 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$124,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$65,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$64,764
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$124,131
Value of total assets at end of year2011-12-31$1,260,618
Value of total assets at beginning of year2011-12-31$1,200,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$262
Total interest from all sources2011-12-31$11,228
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$83,033
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$868,548
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$846,423
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-10,693
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$59,640
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,260,618
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,200,978
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
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$11,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$392,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$354,555
Net investment gain/loss from pooled separate accounts2011-12-31$0
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$22,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$64,764
Contract administrator fees2011-12-31$262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31REA & AMP ASSOCIATES INC CPA'S
Accountancy firm EIN2011-12-31341310124
2010 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$236,962
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$23,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,760
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$137,367
Value of total assets at end of year2010-12-31$1,200,978
Value of total assets at beginning of year2010-12-31$987,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$74
Total interest from all sources2010-12-31$11,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$74,097
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$846,423
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$659,715
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,153
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Other income not declared elsewhere2010-12-31$88,540
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$213,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,200,978
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$987,850
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
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$11,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$354,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$328,135
Net investment gain/loss from pooled separate accounts2010-12-31$0
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$24,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,760
Contract administrator fees2010-12-31$74
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 name2010-12-31REA & ASSOCIATES INC. CPA
Accountancy firm EIN2010-12-31341310124
2009 : SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC.

2022: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 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 benefit arrangement – InsuranceYes
2017: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SECTION 403(B) RETIREMENT PLAN FOR LIMA CONVALESCENT HOME FOUNDATION, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $302
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered127
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $271
Total amount of fees paid to insurance companyUSD $14
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $271
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered129
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $583
Insurance broker organization code?3
Insurance broker nameMML INSURANCE AGENCY LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered53
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,766
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $3,766
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered55
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,511
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $4,511
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered54
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,699
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,699
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered65
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,447
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,447
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered64
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095103
Policy instance 1
Insurance contract or identification number1095103
Number of Individuals Covered158
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
Are there contracts with allocated funds for individual policies?No
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

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