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BETHESDA HOME RETIREMENT PLAN 401k Plan overview

Plan NameBETHESDA HOME RETIREMENT PLAN
Plan identification number 001

BETHESDA HOME RETIREMENT PLAN Benefits

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

NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NORWEGIAN LUTHERAN BETHESDA HOME ASSOCIATION
Employer identification number (EIN):362167819
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHESDA HOME RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01RICHARD LANIS2016-07-29
0012014-01-01JULIE BOGGESS JULIE BOGGESS2015-10-15
0012013-01-01JULIE BOGGESS JULIE BOGGESS2014-10-15
0012012-01-01JULIE BOGGESS JULIE BOGGESS2013-10-15
0012011-01-01JULIE BOGGESS2012-06-26 JULIE BOGGESS2012-06-26
0012010-01-01JULIE BOGGESS2011-09-14 JULIE BOGGESS2011-09-14

Plan Statistics for BETHESDA HOME RETIREMENT PLAN

401k plan membership statisitcs for BETHESDA HOME RETIREMENT PLAN

Measure Date Value
2014: BETHESDA HOME RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01147
Number of participants with account balances2014-01-0176
2013: BETHESDA HOME RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01101
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01134
Total participants2013-01-01134
Number of participants with account balances2013-01-0177
2012: BETHESDA HOME RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01139
Total participants2012-01-01139
Number of participants with account balances2012-01-0166

Financial Data on BETHESDA HOME RETIREMENT PLAN

Measure Date Value
2014 : BETHESDA 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$218,038
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$144,879
Value of total assets at end of year2014-12-31$1,536,955
Value of total assets at beginning of year2014-12-31$1,320,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$660
Total interest from all sources2014-12-31$18,941
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$125,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$96,586
Participant contributions at end of year2014-12-31$38,766
Participant contributions at beginning of year2014-12-31$40,682
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,285
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$216,309
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,536,955
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,320,646
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 pooled separate accounts at end of year2014-12-31$810,845
Value of interest in pooled separate accounts at beginning of year2014-12-31$679,968
Interest on participant loans2014-12-31$1,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$17,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$682,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$596,274
Net investment gain/loss from pooled separate accounts2014-12-31$54,218
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$48,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,069
Contract administrator fees2014-12-31$660
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : BETHESDA 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$276,356
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$131,410
Value of total assets at end of year2013-12-31$1,320,646
Value of total assets at beginning of year2013-12-31$1,044,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$570
Total interest from all sources2013-12-31$17,083
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$125,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$88,512
Participant contributions at end of year2013-12-31$40,682
Participant contributions at beginning of year2013-12-31$37,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,893
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$275,786
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,320,646
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,044,860
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 pooled separate accounts at end of year2013-12-31$679,968
Value of interest in pooled separate accounts at beginning of year2013-12-31$478,215
Interest on participant loans2013-12-31$1,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$15,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$596,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$525,169
Net investment gain/loss from pooled separate accounts2013-12-31$127,863
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$42,898
Contract administrator fees2013-12-31$570
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 name2013-12-31WOLF & COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : BETHESDA HOME RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$182,654
Total of all expenses incurred2012-12-31$17,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$112,465
Value of total assets at end of year2012-12-31$1,044,860
Value of total assets at beginning of year2012-12-31$879,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$985
Total interest from all sources2012-12-31$15,909
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$125,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$75,175
Participant contributions at end of year2012-12-31$37,588
Participant contributions at beginning of year2012-12-31$29,795
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,165
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$165,027
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,044,860
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$879,833
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 pooled separate accounts at end of year2012-12-31$478,215
Value of interest in pooled separate accounts at beginning of year2012-12-31$375,577
Interest on participant loans2012-12-31$998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$525,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$471,039
Net investment gain/loss from pooled separate accounts2012-12-31$54,280
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$37,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,642
Contract administrator fees2012-12-31$985
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 name2012-12-31WOLF & COMPANY LLP
Accountancy firm EIN2012-12-31362985665

Form 5500 Responses for BETHESDA HOME RETIREMENT PLAN

2014: BETHESDA 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: BETHESDA 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: BETHESDA 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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48161
Policy instance 1
Insurance contract or identification number48161
Number of Individuals Covered76
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,100
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Commission paid to Insurance BrokerUSD $1,898
Insurance broker organization code?3
Insurance broker nameSARAH RITTER
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48161
Policy instance 1
Insurance contract or identification number48161
Number of Individuals Covered77
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,069
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
Commission paid to Insurance BrokerUSD $1,859
Insurance broker organization code?3
Insurance broker nameJAMES A PILLA JR
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48161
Policy instance 1
Insurance contract or identification number48161
Number of Individuals Covered66
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,534
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,163
Insurance broker organization code?3
Insurance broker nameJAMES PILLA JR

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