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VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 401k Plan overview

Plan NameVISITING NURSE & HOSPICE HOME RETIREMENT PLAN
Plan identification number 002

VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VISITING NURSE & HOSPICE HOME DBA STILLWATER HOSPICE has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE & HOSPICE HOME DBA STILLWATER HOSPICE
Employer identification number (EIN):351687026
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE & HOSPICE HOME RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MONA SMASCZ
0022016-01-01MONA SMASCZ
0022015-01-01DEBRA BOYD
0022014-01-01MARILYN KOPECKY
0022013-01-01MARILYN KOPECKY
0022012-01-01PEGGY LONGARDNER
0022011-01-01MARILYN KOPECKY
0022009-01-01MARILYN KOPECKY

Plan Statistics for VISITING NURSE & HOSPICE HOME RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE & HOSPICE HOME RETIREMENT PLAN

Measure Date Value
2022: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0164
Total of all active and inactive participants2022-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01240
Number of participants with account balances2022-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01156
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01216
Number of participants with account balances2021-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01216
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01235
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01175
Total number of active participants reported on line 7a of the Form 55002018-01-01141
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01185
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01175
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01185
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01146
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01161
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01132
Total number of active participants reported on line 7a of the Form 55002011-01-01117
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01146
Number of participants with account balances2011-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01137
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on VISITING NURSE & HOSPICE HOME RETIREMENT PLAN

Measure Date Value
2022 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-134,628
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$431,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$362,458
Expenses. Certain deemed distributions of participant loans2022-12-31$8,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$541,354
Value of total assets at end of year2022-12-31$4,751,266
Value of total assets at beginning of year2022-12-31$5,317,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,581
Total interest from all sources2022-12-31$12,728
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$110,294
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$110,294
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$413,438
Participant contributions at end of year2022-12-31$4,604
Participant contributions at beginning of year2022-12-31$20,335
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$21,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-566,621
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,751,266
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,317,887
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$21,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,331,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,888,661
Interest on participant loans2022-12-31$564
Interest earned on other investments2022-12-31$12,163
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$415,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$408,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-820,592
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$127,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$362,458
Contract administrator fees2022-12-31$38,993
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 name2022-12-31DONOVAN P.C.
Accountancy firm EIN2022-12-31351356555
2021 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,263,129
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$707,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$628,701
Expenses. Certain deemed distributions of participant loans2021-12-31$1,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$609,580
Value of total assets at end of year2021-12-31$5,317,887
Value of total assets at beginning of year2021-12-31$4,762,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,708
Total interest from all sources2021-12-31$15,789
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$259,765
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$259,765
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$432,614
Participant contributions at end of year2021-12-31$20,335
Participant contributions at beginning of year2021-12-31$19,499
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,542
Other income not declared elsewhere2021-12-31$22,241
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$555,408
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,317,887
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,762,479
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$22,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,888,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,988,752
Interest on participant loans2021-12-31$763
Interest earned on other investments2021-12-31$15,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$408,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$749,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$355,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$141,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$628,701
Contract administrator fees2021-12-31$55,467
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DONOVAN P.C.
Accountancy firm EIN2021-12-31351356555
2020 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,374,414
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$515,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$445,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$879,294
Value of total assets at end of year2020-12-31$4,762,479
Value of total assets at beginning of year2020-12-31$3,903,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,103
Total interest from all sources2020-12-31$20,371
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$75,296
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$75,296
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$459,794
Participant contributions at end of year2020-12-31$19,499
Participant contributions at beginning of year2020-12-31$16,336
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$260,978
Other income not declared elsewhere2020-12-31$16,747
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$858,977
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,762,479
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,903,502
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
Investment advisory and management fees2020-12-31$16,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,988,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,174,857
Interest on participant loans2020-12-31$1,027
Interest earned on other investments2020-12-31$19,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$749,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$701,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$382,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$158,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$445,334
Contract administrator fees2020-12-31$53,356
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 name2020-12-31DONOVAN P.C.
Accountancy firm EIN2020-12-31351356555
2019 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,073,854
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$463,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$397,941
Expenses. Certain deemed distributions of participant loans2019-12-31$2,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$450,163
Value of total assets at end of year2019-12-31$3,903,502
Value of total assets at beginning of year2019-12-31$3,293,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,180
Total interest from all sources2019-12-31$19,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$77,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$77,015
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$311,166
Participant contributions at end of year2019-12-31$16,336
Participant contributions at beginning of year2019-12-31$29,497
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,090
Other income not declared elsewhere2019-12-31$15,250
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$610,178
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,903,502
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,293,324
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$15,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,174,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,575,780
Interest on participant loans2019-12-31$654
Interest earned on other investments2019-12-31$19,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$13,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$13,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$701,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$674,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$511,459
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$137,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$397,941
Contract administrator fees2019-12-31$47,930
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 name2019-12-31DONOVAN P.C.
Accountancy firm EIN2019-12-31351356555
2018 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$217,486
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$534,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$473,263
Expenses. Certain deemed distributions of participant loans2018-12-31$1,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$399,224
Value of total assets at end of year2018-12-31$3,293,324
Value of total assets at beginning of year2018-12-31$3,610,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,796
Total interest from all sources2018-12-31$19,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$79,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$79,363
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$263,419
Participant contributions at end of year2018-12-31$29,497
Participant contributions at beginning of year2018-12-31$40,831
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,410
Other income not declared elsewhere2018-12-31$15,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-317,346
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,293,324
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,610,670
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$15,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,575,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,885,352
Interest on participant loans2018-12-31$860
Interest earned on other investments2018-12-31$18,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$13,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$35,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$35,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$674,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$648,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-296,003
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$131,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$473,263
Contract administrator fees2018-12-31$44,691
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 name2018-12-31DONOVAN P.C.
Accountancy firm EIN2018-12-31351356555
2017 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$913,179
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$534,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$479,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$427,915
Value of total assets at end of year2017-12-31$3,610,670
Value of total assets at beginning of year2017-12-31$3,232,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,799
Total interest from all sources2017-12-31$19,140
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$70,607
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$70,607
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$282,671
Participant contributions at end of year2017-12-31$40,831
Participant contributions at beginning of year2017-12-31$29,554
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,408
Other income not declared elsewhere2017-12-31$16,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$378,268
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,610,670
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,232,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$13,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,885,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,504,784
Interest on participant loans2017-12-31$917
Interest earned on other investments2017-12-31$17,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$35,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$73,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$73,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$648,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$624,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$378,980
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$133,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$479,112
Contract administrator fees2017-12-31$42,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DONOVAN P.C.
Accountancy firm EIN2017-12-31351356555
2016 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$644,350
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$434,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$383,338
Expenses. Certain deemed distributions of participant loans2016-12-31$1,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$371,641
Value of total assets at end of year2016-12-31$3,232,402
Value of total assets at beginning of year2016-12-31$3,022,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,544
Total interest from all sources2016-12-31$18,509
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$57,711
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$247,456
Participant contributions at end of year2016-12-31$29,554
Participant contributions at beginning of year2016-12-31$23,324
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,987
Other income not declared elsewhere2016-12-31$799
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$210,007
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,232,402
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,022,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$12,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,504,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,284,527
Interest on participant loans2016-12-31$740
Interest earned on other investments2016-12-31$17,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$73,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$71,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$71,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$624,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$643,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$195,690
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$116,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$383,338
Contract administrator fees2016-12-31$37,306
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 name2016-12-31DONOVAN P.C.
Accountancy firm EIN2016-12-31351356555
2015 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$413,861
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$333,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$295,323
Expenses. Certain deemed distributions of participant loans2015-12-31$1,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$452,216
Value of total assets at end of year2015-12-31$3,022,395
Value of total assets at beginning of year2015-12-31$2,941,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,247
Total interest from all sources2015-12-31$18,027
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$62,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$62,700
Administrative expenses professional fees incurred2015-12-31$5,388
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$241,415
Participant contributions at end of year2015-12-31$23,324
Participant contributions at beginning of year2015-12-31$29,278
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,671
Other income not declared elsewhere2015-12-31$-16,065
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$80,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,022,395
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,941,613
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$5,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,284,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,102,859
Interest on participant loans2015-12-31$543
Interest earned on other investments2015-12-31$17,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$71,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$122,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$122,746
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$643,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$686,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-103,017
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$100,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$295,323
Contract administrator fees2015-12-31$25,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31DONOVAN P.C.
Accountancy firm EIN2015-12-31351356555
2014 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$545,511
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$207,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$379,905
Value of total assets at end of year2014-12-31$2,941,613
Value of total assets at beginning of year2014-12-31$2,603,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,969
Total interest from all sources2014-12-31$18,052
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$40,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$40,771
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
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$214,457
Participant contributions at end of year2014-12-31$29,278
Participant contributions at beginning of year2014-12-31$31,237
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,009
Other income not declared elsewhere2014-12-31$8,443
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$338,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,941,613
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,603,196
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$8,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,102,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,832,910
Interest on participant loans2014-12-31$207
Interest earned on other investments2014-12-31$17,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$122,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$122,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$122,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$686,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$616,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,340
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$116,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,125
Contract administrator fees2014-12-31$12,526
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 name2014-12-31FITZGERALD ISAAC LLC
Accountancy firm EIN2014-12-31263930334
2013 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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$1,086,818
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$493,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$490,209
Value of total corrective distributions2013-12-31$741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$783,461
Value of total assets at end of year2013-12-31$2,603,196
Value of total assets at beginning of year2013-12-31$2,009,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,198
Total interest from all sources2013-12-31$31,036
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$8,862
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$214,177
Participant contributions at end of year2013-12-31$31,237
Participant contributions at beginning of year2013-12-31$5,495
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$455,295
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$593,670
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,603,196
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,009,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,832,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,025,220
Interest earned on other investments2013-12-31$31,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$122,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$616,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$978,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$263,459
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$113,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$490,209
Contract administrator fees2013-12-31$2,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31FITZGERALD ISAAC LLC
Accountancy firm EIN2013-12-31263930334
2012 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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$458,023
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$262,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$262,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$298,629
Value of total assets at end of year2012-12-31$2,009,526
Value of total assets at beginning of year2012-12-31$1,813,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$132
Total interest from all sources2012-12-31$28,445
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$265,000
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$169,653
Participant contributions at end of year2012-12-31$5,495
Participant contributions at beginning of year2012-12-31$10,442
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,852
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$195,596
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,009,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,813,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,025,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$983,716
Interest earned on other investments2012-12-31$28,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$978,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$819,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$130,949
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$92,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$262,295
Contract administrator fees2012-12-31$132
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 name2012-12-31FITZGERALD ISAAC LLC
Accountancy firm EIN2012-12-31263930334
2011 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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$220,535
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$217,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$223,154
Value of total assets at end of year2011-12-31$1,813,930
Value of total assets at beginning of year2011-12-31$1,810,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25
Total interest from all sources2011-12-31$24,961
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$265,000
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$151,958
Participant contributions at end of year2011-12-31$10,442
Participant contributions at beginning of year2011-12-31$16,512
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$3,448
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,813,930
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,810,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$983,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,055,860
Interest earned on other investments2011-12-31$24,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$819,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$738,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,580
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$71,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,062
Contract administrator fees2011-12-31$25
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 name2011-12-31FITZGERALD ISAAC LLC
Accountancy firm EIN2011-12-31263930334
2010 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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$420,364
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$305,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$305,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$250,725
Value of total assets at end of year2010-12-31$1,810,482
Value of total assets at beginning of year2010-12-31$1,695,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$71
Total interest from all sources2010-12-31$26,684
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$265,000
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$110,859
Participant contributions at end of year2010-12-31$16,512
Participant contributions at beginning of year2010-12-31$71,370
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,564
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$114,660
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,810,482
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,695,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,055,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$963,046
Interest earned on other investments2010-12-31$26,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$738,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$661,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$142,955
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$135,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$305,633
Contract administrator fees2010-12-31$71
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 name2010-12-31FITZGERALD ISAAC LLC
Accountancy firm EIN2010-12-31263930334
2009 : VISITING NURSE & HOSPICE HOME RETIREMENT PLAN 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 VISITING NURSE & HOSPICE HOME RETIREMENT PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered20
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,600
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,410
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,410
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered25
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,711
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,711
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered49
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,749
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,749
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered49
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,899
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,899
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893728-007
Policy instance 2
Insurance contract or identification number893728-007
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR30546
Policy instance 1
Insurance contract or identification numberCR30546
Number of Individuals Covered35
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,322
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,322
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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