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FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 401k Plan overview

Plan NameFAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM
Plan identification number 001

FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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)(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.

401k Sponsoring company profile

FAMILY HOSPICE OF NORTHEAST INDIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY HOSPICE OF NORTHEAST INDIANA, INC.
Employer identification number (EIN):352003105
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DERICK BAILEY2021-07-21
0012019-01-01DERICK BAILEY2020-10-12
0012018-01-01DERICK BAILEY2019-10-11
0012017-01-01SUEANN REYNOLDS
0012016-01-01SUEANN REYNOLDS
0012015-01-01SUEANN REYNOLDS
0012014-01-01SUEANN REYNOLDS
0012013-01-01SUEANN REYNOLDS
0012012-01-01SUEANN REYNOLDS2013-07-19 SUEANN REYNOLDS2013-07-19
0012011-01-01SUEANN REYNOLDS2012-06-13 SUEANN REYNOLDS2012-06-13
0012010-01-01SUEANN REYNOLDS SUEANN REYNOLDS2011-06-22
0012009-01-01SUEANN REYNOLDS SUEANN REYNOLDS2010-07-21

Plan Statistics for FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM

401k plan membership statisitcs for FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM

Measure Date Value
2020: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-01130
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01129
Number of participants with account balances2017-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01129
Number of participants with account balances2016-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01135
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-01127
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01127
Total participants2014-01-01127
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-01122
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2010: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-01108
Total number of active participants reported on line 7a of the Form 55002010-01-0195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01108
Total participants2010-01-01108
Number of participants with account balances2010-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01111
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM

Measure Date Value
2020 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$121,060
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$0
Total income from all sources (including contributions)2020-12-31$-114,732
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,153,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,143,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$43,812
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$1,388,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,495
Total interest from all sources2020-12-31$215
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$5,206
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$34,116
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$33,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,267,737
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,388,797
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$375
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,245,263
Interest on participant loans2020-12-31$215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$15,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$15,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$94,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-158,759
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$9,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,143,510
Contract administrator fees2020-12-31$3,914
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 PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DONONVAN P.C.
Accountancy firm EIN2020-12-31351356555
2019 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$471,538
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$423,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$406,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$270,232
Value of total assets at end of year2019-12-31$1,388,797
Value of total assets at beginning of year2019-12-31$1,341,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,356
Total interest from all sources2019-12-31$2,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$210,738
Participant contributions at end of year2019-12-31$33,431
Participant contributions at beginning of year2019-12-31$76,225
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,224
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$47,669
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,388,797
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,341,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,245,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,254,794
Interest on participant loans2019-12-31$2,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$15,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$94,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$198,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$406,513
Contract administrator fees2019-12-31$12,578
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 name2019-12-31DONONVAN P.C.
Accountancy firm EIN2019-12-31351356555
2018 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$125,866
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$292,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$274,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$238,992
Value of total assets at end of year2018-12-31$1,341,128
Value of total assets at beginning of year2018-12-31$1,508,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,877
Total interest from all sources2018-12-31$3,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$170,636
Participant contributions at end of year2018-12-31$76,225
Participant contributions at beginning of year2018-12-31$71,134
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-167,088
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,341,128
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,508,216
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$5,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,254,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,421,994
Interest on participant loans2018-12-31$3,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-116,401
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$49,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$274,077
Contract administrator fees2018-12-31$13,681
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 name2018-12-31DONONVAN P.C.
Accountancy firm EIN2018-12-31351356555
2017 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$444,913
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$384,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$366,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$242,378
Value of total assets at end of year2017-12-31$1,508,216
Value of total assets at beginning of year2017-12-31$1,448,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,158
Total interest from all sources2017-12-31$2,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$142,167
Participant contributions at end of year2017-12-31$71,134
Participant contributions at beginning of year2017-12-31$48,629
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$55,327
Administrative expenses (other) incurred2017-12-31$2,533
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$60,204
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,508,216
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,448,012
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$2,929
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,421,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,386,835
Interest on participant loans2017-12-31$2,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$200,437
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$44,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$366,551
Contract administrator fees2017-12-31$12,696
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 name2017-12-31DONONVAN P.C.
Accountancy firm EIN2017-12-31351356555
2016 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$320,754
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$107,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$90,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$194,419
Value of total assets at end of year2016-12-31$1,448,012
Value of total assets at beginning of year2016-12-31$1,235,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,053
Total interest from all sources2016-12-31$1,877
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$145,121
Participant contributions at end of year2016-12-31$48,629
Participant contributions at beginning of year2016-12-31$39,682
Administrative expenses (other) incurred2016-12-31$2,741
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$212,818
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,448,012
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,235,194
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$2,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,386,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,169,272
Interest on participant loans2016-12-31$1,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$26,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$26,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$124,458
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$49,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$90,883
Contract administrator fees2016-12-31$11,597
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 name2016-12-31DONONVAN P.C.
Accountancy firm EIN2016-12-31351356555
2015 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$190,944
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$333,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$316,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$213,009
Value of total assets at end of year2015-12-31$1,235,194
Value of total assets at beginning of year2015-12-31$1,377,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,331
Total interest from all sources2015-12-31$1,366
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,633
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$155,604
Participant contributions at end of year2015-12-31$39,682
Participant contributions at beginning of year2015-12-31$36,809
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-142,699
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,235,194
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,377,893
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$2,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,169,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,322,649
Interest on participant loans2015-12-31$1,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,431
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$53,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$316,312
Contract administrator fees2015-12-31$11,990
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 name2015-12-31DONONVAN P.C.
Accountancy firm EIN2015-12-31351356555
2014 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$275,876
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$267,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$267,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$230,836
Value of total assets at end of year2014-12-31$1,377,893
Value of total assets at beginning of year2014-12-31$1,369,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,844
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$175,419
Participant contributions at end of year2014-12-31$36,809
Participant contributions at beginning of year2014-12-31$49,927
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$8,809
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,377,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,369,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,322,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,305,819
Interest on participant loans2014-12-31$1,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$43,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$55,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$267,067
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 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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$399,285
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$99,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$97,269
Expenses. Certain deemed distributions of participant loans2013-12-31$1,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$226,501
Value of total assets at end of year2013-12-31$1,369,084
Value of total assets at beginning of year2013-12-31$1,068,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,171
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$97,269
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$171,557
Participant contributions at end of year2013-12-31$49,927
Participant contributions at beginning of year2013-12-31$57,766
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,427
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$300,181
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,369,084
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,068,903
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$1,318,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,011,137
Interest on participant loans2013-12-31$2,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$736
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
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$170,613
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$52,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$97,269
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
2010 : FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2010 401k financial data
Total income from all sources2010-12-31$277,900
Expenses. Total of all expenses incurred2010-12-31$115,369
Benefits paid (including direct rollovers)2010-12-31$115,369
Total plan assets at end of year2010-12-31$868,304
Total plan assets at beginning of year2010-12-31$705,773
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$131,710
Other income received2010-12-31$73,556
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$162,531
Net plan assets at end of year (total assets less liabilities)2010-12-31$868,304
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$705,773
Assets. Value of participant loans2010-12-31$47,005
Total contributions received or receivable from employer(s)2010-12-31$72,634
Value of certain deemed distributions of participant loans2010-12-31$0

Form 5500 Responses for FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM

2020: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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 filingYes
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: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2010: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAMILY HOSPICE OF N.E. INDIANA EMPLOYEES TAX-DEF. ANNUITY PROGRAM 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberBOA2
Policy instance 1
Insurance contract or identification numberBOA2
Number of Individuals Covered0
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?Yes
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?No
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
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberBOA2
Policy instance 1
Insurance contract or identification numberBOA2
Number of Individuals Covered2
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?Yes
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?No
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

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