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RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

PRESBYTERIAN HOMES has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN HOMES
Employer identification number (EIN):362167832
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01ANDREW WISSEL ANDREW WISSEL2016-10-16
0012014-01-01DAVID DIER DAVID DIER2015-10-12
0012013-01-01DAVID DIER DAVID DIER2014-10-13
0012012-01-01DAVID DIER DAVID DIER2013-10-11
0012011-01-01ANDREW WISSEL ANDREW WISSEL2012-10-09
0012010-01-01ROBERT E. LANDSMAN ROBERT E. LANDSMAN2011-10-10
0012009-01-01ROBERT E. LANDSMAN ROBERT E. LANDSMAN2010-10-07

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES

Measure Date Value
2015: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2015 401k membership
Total participants, beginning-of-year2015-01-01803
Total number of active participants reported on line 7a of the Form 55002015-01-01417
Number of retired or separated participants receiving benefits2015-01-0148
Number of other retired or separated participants entitled to future benefits2015-01-01207
Total of all active and inactive participants2015-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2014 401k membership
Total participants, beginning-of-year2014-01-011,050
Total number of active participants reported on line 7a of the Form 55002014-01-01468
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01311
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2013 401k membership
Total participants, beginning-of-year2013-01-011,074
Total number of active participants reported on line 7a of the Form 55002013-01-01524
Number of retired or separated participants receiving benefits2013-01-01224
Number of other retired or separated participants entitled to future benefits2013-01-01285
Total of all active and inactive participants2013-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0117
Total participants2013-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2012 401k membership
Total participants, beginning-of-year2012-01-011,113
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Number of retired or separated participants receiving benefits2012-01-01215
Number of other retired or separated participants entitled to future benefits2012-01-01282
Total of all active and inactive participants2012-01-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2011 401k membership
Total participants, beginning-of-year2011-01-011,154
Total number of active participants reported on line 7a of the Form 55002011-01-01659
Number of retired or separated participants receiving benefits2011-01-01193
Number of other retired or separated participants entitled to future benefits2011-01-01242
Total of all active and inactive participants2011-01-011,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-011,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2010 401k membership
Total participants, beginning-of-year2010-01-011,211
Total number of active participants reported on line 7a of the Form 55002010-01-01707
Number of retired or separated participants receiving benefits2010-01-01196
Number of other retired or separated participants entitled to future benefits2010-01-01235
Total of all active and inactive participants2010-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0116
Total participants2010-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0130
2009: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2009 401k membership
Total participants, beginning-of-year2009-01-011,276
Total number of active participants reported on line 7a of the Form 55002009-01-01774
Number of retired or separated participants receiving benefits2009-01-01174
Number of other retired or separated participants entitled to future benefits2009-01-01249
Total of all active and inactive participants2009-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-011,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES

Measure Date Value
2015 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$631,912
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$3,200,744
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,896,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,842,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,000,000
Value of total assets at end of year2015-12-31$22,666,335
Value of total assets at beginning of year2015-12-31$22,730,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,973
Total interest from all sources2015-12-31$61,377
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,105
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$139,105
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-696,172
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,034,423
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,730,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,320,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,866,548
Value of interest in pooled separate accounts at end of year2015-12-31$40,571
Value of interest in pooled separate accounts at beginning of year2015-12-31$150,287
Interest earned on other investments2015-12-31$61,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$923,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$923,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,282,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,289,900
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$-170,600
Net investment gain/loss from pooled separate accounts2015-12-31$262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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 plan2015-12-31Yes
Contributions received in cash from employer2015-12-31$3,000,000
Employer contributions (assets) at end of year2015-12-31$3,000,000
Employer contributions (assets) at beginning of year2015-12-31$2,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,013,543
Contract administrator fees2015-12-31$53,973
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,022,661
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,250,378
Liabilities. Value of benefit claims payable at end of year2015-12-31$631,912
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 name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$5,384,617
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$19,046,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,001,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,233,930
Value of total assets at end of year2014-12-31$22,730,595
Value of total assets at beginning of year2014-12-31$36,392,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,306
Total interest from all sources2014-12-31$66,038
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,916,377
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$1,916,377
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Other income not declared elsewhere2014-12-31$167,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-13,662,004
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,730,595
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,392,599
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$14,866,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$29,432,106
Value of interest in pooled separate accounts at end of year2014-12-31$150,287
Value of interest in pooled separate accounts at beginning of year2014-12-31$264,691
Interest earned on other investments2014-12-31$66,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$923,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,883,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,883,073
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,289,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,296,659
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$17,300,000
Net investment gain/loss from pooled separate accounts2014-12-31$596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,233,930
Employer contributions (assets) at end of year2014-12-31$2,250,000
Employer contributions (assets) at beginning of year2014-12-31$2,516,070
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,701,315
Contract administrator fees2014-12-31$45,306
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,250,378
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
Aggregate proceeds on sale of assets2014-12-31$0
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$9,013,175
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,663,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,618,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,144,299
Value of total assets at end of year2013-12-31$36,392,599
Value of total assets at beginning of year2013-12-31$29,042,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,756
Total interest from all sources2013-12-31$68,395
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$638,598
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$638,598
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Other income not declared elsewhere2013-12-31$4,161,319
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$7,349,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,392,599
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,042,845
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$29,432,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,851,432
Value of interest in pooled separate accounts at end of year2013-12-31$264,691
Value of interest in pooled separate accounts at beginning of year2013-12-31$234,917
Interest earned on other investments2013-12-31$68,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,883,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$248,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$248,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,296,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,308,474
Net investment gain/loss from pooled separate accounts2013-12-31$564
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$4,144,299
Employer contributions (assets) at end of year2013-12-31$2,516,070
Employer contributions (assets) at beginning of year2013-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,618,665
Contract administrator fees2013-12-31$44,756
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
Aggregate proceeds on sale of assets2013-12-31$0
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$4,430,040
Total loss/gain on sale of assets2012-12-31$170,784
Total of all expenses incurred2012-12-31$1,502,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,457,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,600,000
Value of total assets at end of year2012-12-31$29,042,845
Value of total assets at beginning of year2012-12-31$26,115,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,330
Total interest from all sources2012-12-31$71,889
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,586,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,586,753
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
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$2,927,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,042,845
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,115,113
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$26,851,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,066,198
Value of interest in pooled separate accounts at end of year2012-12-31$234,917
Value of interest in pooled separate accounts at beginning of year2012-12-31$202,365
Interest earned on other investments2012-12-31$71,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$248,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,176,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,176,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,308,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,320,465
Net investment gain/loss from pooled separate accounts2012-12-31$614
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$1,600,000
Employer contributions (assets) at end of year2012-12-31$400,000
Employer contributions (assets) at beginning of year2012-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,457,978
Contract administrator fees2012-12-31$44,330
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
Aggregate proceeds on sale of assets2012-12-31$170,784
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$1,010,572
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,297,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,256,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,400,000
Value of total assets at end of year2011-12-31$26,115,113
Value of total assets at beginning of year2011-12-31$26,402,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,294
Total interest from all sources2011-12-31$77,077
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
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Other income not declared elsewhere2011-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-287,273
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,115,113
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$26,402,386
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$21,066,198
Value of interest in pooled separate accounts at end of year2011-12-31$202,365
Value of interest in pooled separate accounts at beginning of year2011-12-31$196,214
Interest earned on other investments2011-12-31$77,077
Value of interest in common/collective trusts at beginning of year2011-12-31$22,015,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,176,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,320,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,337,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-467,045
Net investment gain/loss from pooled separate accounts2011-12-31$527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,400,000
Employer contributions (assets) at end of year2011-12-31$350,000
Employer contributions (assets) at beginning of year2011-12-31$2,853,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,256,551
Contract administrator fees2011-12-31$41,294
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 name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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$6,323,403
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,296,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,256,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,568,066
Value of total assets at end of year2010-12-31$26,402,386
Value of total assets at beginning of year2010-12-31$21,375,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$39,810
Total interest from all sources2010-12-31$78,531
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$1,000,000
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
Other income not declared elsewhere2010-12-31$29
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$5,027,273
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,402,386
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,375,113
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 pooled separate accounts at end of year2010-12-31$196,214
Value of interest in pooled separate accounts at beginning of year2010-12-31$169,728
Interest earned on other investments2010-12-31$78,531
Value of interest in common/collective trusts at end of year2010-12-31$22,015,287
Value of interest in common/collective trusts at beginning of year2010-12-31$19,021,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,337,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,368,531
Net investment gain/loss from pooled separate accounts2010-12-31$427
Net investment gain or loss from common/collective trusts2010-12-31$2,676,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$3,568,066
Employer contributions (assets) at end of year2010-12-31$2,853,057
Employer contributions (assets) at beginning of year2010-12-31$815,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,256,320
Contract administrator fees2010-12-31$39,810
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 name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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 RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES

2015: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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
2010: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES 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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered680
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberG27683
Policy instance 2
Insurance contract or identification numberG27683
Number of Individuals Covered245
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $103,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $103,800
Insurance broker nameWILLIAM TREMKO
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered803
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered1050
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered1074
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered1113
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-3147
Policy instance 1
Insurance contract or identification numberGA-3147
Number of Individuals Covered1154
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
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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