401k Plan data: CEDAR VALLEY HOSPICE RETIREMENT PLAN plan

CEDAR VALLEY HOSPICE RETIREMENT PLAN 401k Plan overview

Plan Name	CEDAR VALLEY HOSPICE RETIREMENT PLAN
Plan identification number	001

CEDAR VALLEY HOSPICE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CEDAR VALLEY HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: CEDAR VALLEY HOSPICE, INC.

Employer identification number (EIN): 421135294

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Additional information about CEDAR VALLEY HOSPICE, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1979-05-29

Company Identification Number: 055584

Legal Registered Office Address: 900 TOWER PARK DRIVE

WATERLOO
United States of America (USA)
50701

More information about CEDAR VALLEY HOSPICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEDAR VALLEY HOSPICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KRISTOPHER GLASER KRISTOPHER GLASER 2018-10-04
001 2016-01-01 KRISTOPHER GLASER
001 2015-01-01 MICHAELA VANDERSEE
001 2014-01-01 MICHAELA VANDERSEE
001 2013-01-01 MICHAELA VANDERSEE
001 2012-01-01 MICHAELA VANDERSEE
001 2011-01-01 MICHAELA VANDERSEE
001 2008-01-01 MICHAELA C VANDERSEE MICHAELA C VANDERSEE 2010-10-01

Plan Statistics for CEDAR VALLEY HOSPICE RETIREMENT PLAN

401k plan membership statisitcs for CEDAR VALLEY HOSPICE RETIREMENT PLAN

Measure Date Value
2022: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 101
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 20
Total of all active and inactive participants 2022-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 121
Number of participants with account balances 2022-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 103
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 126
Number of participants with account balances 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 98
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 115
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 102
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 112
Number of participants with account balances 2019-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 97
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 111
Number of participants with account balances 2018-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 85
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 100
Number of participants with account balances 2017-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 104
Number of participants with account balances 2016-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 16
Number of other retired or separated participants entitled to future benefits 2015-01-01 11
Total of all active and inactive participants 2015-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 108
Number of participants with account balances 2015-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 98
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 119
Number of participants with account balances 2014-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 103
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 122
Number of participants with account balances 2013-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 102
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 120
Number of participants with account balances 2012-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 138
Number of participants with account balances 2011-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2008: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 90
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 14
Total of all active and inactive participants 2008-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 104
Number of participants with account balances 2008-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 7

Measure	Date	Value
2022: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	101
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	20
Total of all active and inactive participants	2022-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	121
Number of participants with account balances	2022-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	103
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	126
Number of participants with account balances	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	98
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	115
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	112
Number of participants with account balances	2019-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	97
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	111
Number of participants with account balances	2018-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	85
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	100
Number of participants with account balances	2017-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	104
Number of participants with account balances	2016-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	16
Number of other retired or separated participants entitled to future benefits	2015-01-01	11
Total of all active and inactive participants	2015-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	108
Number of participants with account balances	2015-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	98
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	119
Number of participants with account balances	2014-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	103
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	122
Number of participants with account balances	2013-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	102
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	120
Number of participants with account balances	2012-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	138
Number of participants with account balances	2011-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2008: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	90
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	14
Total of all active and inactive participants	2008-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	104
Number of participants with account balances	2008-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	7

Financial Data on CEDAR VALLEY HOSPICE RETIREMENT PLAN

Measure	Date	Value
2022 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-366,369
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,271,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,232,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$570,593
Value of total assets at end of year	2022-12-31	$3,866,517
Value of total assets at beginning of year	2022-12-31	$5,504,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$39,695
Total interest from all sources	2022-12-31	$2,023
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$132,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$132,412
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$308,143
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$11,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,638,186
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,866,517
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,504,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$35,733
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,457,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,010,501
Interest earned on other investments	2022-12-31	$2,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$180,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$263,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,071,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$250,659
Employer contributions (assets) at end of year	2022-12-31	$228,840
Employer contributions (assets) at beginning of year	2022-12-31	$230,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,232,122
Contract administrator fees	2022-12-31	$3,962
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERGANKDV
Accountancy firm EIN	2022-12-31	411431613
2021 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,374,994
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,062,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,023,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$596,581
Value of total assets at end of year	2021-12-31	$5,504,703
Value of total assets at beginning of year	2021-12-31	$5,191,787
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$38,853
Total interest from all sources	2021-12-31	$1,934
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$187,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$187,523
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$315,284
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$41,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$312,916
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,504,703
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,191,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$37,678
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,010,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,912,168
Interest earned on other investments	2021-12-31	$1,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$263,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$114,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$588,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$240,269
Employer contributions (assets) at end of year	2021-12-31	$230,669
Employer contributions (assets) at beginning of year	2021-12-31	$165,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,023,225
Contract administrator fees	2021-12-31	$1,175
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERGANKDV
Accountancy firm EIN	2021-12-31	411431613
2020 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,428,524
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$560,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$528,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$642,295
Value of total assets at end of year	2020-12-31	$5,191,787
Value of total assets at beginning of year	2020-12-31	$4,324,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,333
Total interest from all sources	2020-12-31	$1,620
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$154,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$154,868
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$320,023
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$157,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$867,622
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,191,787
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,324,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$31,333
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,912,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,129,564
Interest earned on other investments	2020-12-31	$1,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$114,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$124,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$629,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$165,215
Employer contributions (assets) at end of year	2020-12-31	$165,215
Employer contributions (assets) at beginning of year	2020-12-31	$69,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$528,569
Contract administrator fees	2020-12-31	$1,000
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERGANKDV
Accountancy firm EIN	2020-12-31	411431613
2019 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,173,477
Total income from all sources (including contributions)	2019-12-31	$1,173,477
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$413,636
Total of all expenses incurred	2019-12-31	$413,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$385,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$362,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$362,605
Value of total assets at end of year	2019-12-31	$4,324,165
Value of total assets at end of year	2019-12-31	$4,324,165
Value of total assets at beginning of year	2019-12-31	$3,564,324
Value of total assets at beginning of year	2019-12-31	$3,564,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,301
Total interest from all sources	2019-12-31	$2,636
Total interest from all sources	2019-12-31	$2,636
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$129,481
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$129,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$129,481
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$129,481
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$278,186
Contributions received from participants	2019-12-31	$278,186
Participant contributions at beginning of year	2019-12-31	$9,741
Participant contributions at beginning of year	2019-12-31	$9,741
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,452
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$14,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$759,841
Value of net income/loss	2019-12-31	$759,841
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,324,165
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,324,165
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,564,324
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,564,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$27,401
Investment advisory and management fees	2019-12-31	$27,401
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,129,564
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,129,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,258,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,258,861
Interest earned on other investments	2019-12-31	$2,636
Interest earned on other investments	2019-12-31	$2,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$124,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$124,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$227,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$227,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$678,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$678,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$69,967
Contributions received in cash from employer	2019-12-31	$69,967
Employer contributions (assets) at end of year	2019-12-31	$69,967
Employer contributions (assets) at end of year	2019-12-31	$69,967
Employer contributions (assets) at beginning of year	2019-12-31	$67,902
Employer contributions (assets) at beginning of year	2019-12-31	$67,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$385,335
Contract administrator fees	2019-12-31	$900
Contract administrator fees	2019-12-31	$900
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERGANKDV
Accountancy firm name	2019-12-31	BERGANKDV
Accountancy firm EIN	2019-12-31	411431613
Accountancy firm EIN	2019-12-31	411431613
2018 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$157,912
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$505,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$478,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$331,016
Value of total assets at end of year	2018-12-31	$3,564,324
Value of total assets at beginning of year	2018-12-31	$3,911,437
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,647
Total interest from all sources	2018-12-31	$3,853
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$129,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$129,953
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$256,292
Participant contributions at end of year	2018-12-31	$9,741
Participant contributions at beginning of year	2018-12-31	$9,444
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$6,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-347,113
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,564,324
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,911,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$25,822
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,258,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,606,784
Interest earned on other investments	2018-12-31	$3,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$227,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$259,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-306,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$67,902
Employer contributions (assets) at end of year	2018-12-31	$67,902
Employer contributions (assets) at beginning of year	2018-12-31	$35,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$478,378
Contract administrator fees	2018-12-31	$825
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERGANKDV
Accountancy firm EIN	2018-12-31	411431613
2017 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$799,110
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$121,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$97,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$267,662
Value of total assets at end of year	2017-12-31	$3,911,437
Value of total assets at beginning of year	2017-12-31	$3,233,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$23,556
Total interest from all sources	2017-12-31	$3,436
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$107,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$107,605
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$213,667
Participant contributions at end of year	2017-12-31	$9,444
Participant contributions at beginning of year	2017-12-31	$7,367
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$11,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$677,617
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,911,437
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,233,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$22,431
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,606,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,941,152
Interest earned on other investments	2017-12-31	$3,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$259,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$252,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$420,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$42,972
Employer contributions (assets) at end of year	2017-12-31	$35,650
Employer contributions (assets) at beginning of year	2017-12-31	$32,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$97,937
Contract administrator fees	2017-12-31	$1,125
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERGANKDV
Accountancy firm EIN	2017-12-31	411431613
2016 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$581,217
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$352,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$330,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$305,628
Value of total assets at end of year	2016-12-31	$3,233,820
Value of total assets at beginning of year	2016-12-31	$3,005,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,635
Total interest from all sources	2016-12-31	$3,679
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$88,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$88,871
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$196,357
Participant contributions at end of year	2016-12-31	$7,367
Participant contributions at beginning of year	2016-12-31	$7,685
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$68,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$228,732
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,233,820
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,005,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$20,135
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,941,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,690,221
Interest earned on other investments	2016-12-31	$3,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$252,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$270,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$183,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$40,614
Employer contributions (assets) at end of year	2016-12-31	$32,956
Employer contributions (assets) at beginning of year	2016-12-31	$36,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$330,850
Contract administrator fees	2016-12-31	$1,500
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERGANKDV
Accountancy firm EIN	2016-12-31	411431613
2015 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$243,440
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$556,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$543,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$248,430
Value of total assets at end of year	2015-12-31	$3,005,088
Value of total assets at beginning of year	2015-12-31	$3,318,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,558
Total interest from all sources	2015-12-31	$-1,075
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$78,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$78,492
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$203,580
Participant contributions at end of year	2015-12-31	$7,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-312,967
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,005,088
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,318,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$11,133
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,690,221
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,038,538
Interest earned on other investments	2015-12-31	$-1,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$270,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$245,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,638
Net investment gain/loss from pooled separate accounts	2015-12-31	$-79,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$44,850
Employer contributions (assets) at end of year	2015-12-31	$36,838
Employer contributions (assets) at beginning of year	2015-12-31	$34,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$543,849
Contract administrator fees	2015-12-31	$1,425
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERGANKDV
Accountancy firm EIN	2015-12-31	411431613
2014 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$476,411
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$397,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$374,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$289,706
Value of total assets at end of year	2014-12-31	$3,318,055
Value of total assets at beginning of year	2014-12-31	$3,238,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,584
Total interest from all sources	2014-12-31	$3,689
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$198,411
Participant contributions at beginning of year	2014-12-31	$8,732
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$48,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$79,287
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,318,055
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,238,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,384
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,038,538
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,883,645
Interest earned on other investments	2014-12-31	$3,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$245,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$233,893
Net investment gain/loss from pooled separate accounts	2014-12-31	$183,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$42,660
Employer contributions (assets) at end of year	2014-12-31	$34,383
Employer contributions (assets) at beginning of year	2014-12-31	$112,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$374,540
Contract administrator fees	2014-12-31	$1,200
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERGAN, PAULSEN & COMPANY
Accountancy firm EIN	2014-12-31	421243538
2013 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$831,383
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$327,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$305,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$318,897
Value of total assets at end of year	2013-12-31	$3,238,768
Value of total assets at beginning of year	2013-12-31	$2,735,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,696
Total interest from all sources	2013-12-31	$3,431
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$196,563
Participant contributions at end of year	2013-12-31	$8,732
Participant contributions at beginning of year	2013-12-31	$6,013
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$503,473
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,238,768
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,735,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$21,696
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,883,645
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,369,675
Interest earned on other investments	2013-12-31	$3,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$233,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$212,782
Net investment gain/loss from pooled separate accounts	2013-12-31	$509,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$121,055
Employer contributions (assets) at end of year	2013-12-31	$112,498
Employer contributions (assets) at beginning of year	2013-12-31	$146,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$305,214
Contract administrator fees	2013-12-31	$1,000
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERGAN, PAULSEN & COMPANY
Accountancy firm EIN	2013-12-31	421243538
2012 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$644,982
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$354,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$333,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$355,448
Value of total assets at end of year	2012-12-31	$2,735,295
Value of total assets at beginning of year	2012-12-31	$2,445,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$21,482
Total interest from all sources	2012-12-31	$3,990
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$184,948
Participant contributions at end of year	2012-12-31	$6,013
Participant contributions at beginning of year	2012-12-31	$8,087
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$15,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$289,998
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,735,295
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,445,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$20,282
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,369,675
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,057,889
Interest earned on other investments	2012-12-31	$3,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$212,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$220,492
Net investment gain/loss from pooled separate accounts	2012-12-31	$285,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$155,220
Employer contributions (assets) at end of year	2012-12-31	$146,825
Employer contributions (assets) at beginning of year	2012-12-31	$158,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$333,502
Contract administrator fees	2012-12-31	$1,200
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERGAN, PAULSEN & COMPANY
Accountancy firm EIN	2012-12-31	421243538
2011 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$292,880
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$266,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$245,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$339,376
Value of total assets at end of year	2011-12-31	$2,445,297
Value of total assets at beginning of year	2011-12-31	$2,418,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,593
Total interest from all sources	2011-12-31	$5,131
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$183,871
Participant contributions at end of year	2011-12-31	$8,087
Participant contributions at beginning of year	2011-12-31	$7,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$26,304
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,445,297
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,418,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$19,968
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,057,889
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,044,659
Interest earned on other investments	2011-12-31	$5,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$220,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$212,644
Net investment gain/loss from pooled separate accounts	2011-12-31	$-51,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$155,505
Employer contributions (assets) at end of year	2011-12-31	$158,829
Employer contributions (assets) at beginning of year	2011-12-31	$154,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$245,983
Contract administrator fees	2011-12-31	$625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BERGAN, PAULSEN & COMPANY
Accountancy firm EIN	2011-12-31	421243538
2010 : CEDAR VALLEY HOSPICE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$588,777
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$240,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$221,069
Value of total corrective distributions	2010-12-31	$800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$363,760
Value of total assets at end of year	2010-12-31	$2,418,993
Value of total assets at beginning of year	2010-12-31	$2,070,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$18,877
Total interest from all sources	2010-12-31	$6,981
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$200,748
Participant contributions at end of year	2010-12-31	$7,031
Participant contributions at beginning of year	2010-12-31	$7,417
Other income not declared elsewhere	2010-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$348,031
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,418,993
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,070,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$18,552
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,044,659
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,686,801
Interest earned on other investments	2010-12-31	$6,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$212,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$192,355
Net investment gain/loss from pooled separate accounts	2010-12-31	$218,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$163,012
Employer contributions (assets) at end of year	2010-12-31	$154,659
Employer contributions (assets) at beginning of year	2010-12-31	$184,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$221,069
Contract administrator fees	2010-12-31	$325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BERGAN, PAULSEN & COMPANY
Accountancy firm EIN	2010-12-31	421243538

Form 5500 Responses for CEDAR VALLEY HOSPICE RETIREMENT PLAN

2022: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2008: CEDAR VALLEY HOSPICE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	11
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	14
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	17
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

373876-01

Policy instance

Insurance contract or identification number	373876-01
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,362
Total amount of fees paid to insurance company	USD $30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,362
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	115
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,164
Total amount of fees paid to insurance company	USD $36
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,164
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	122
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,152
Total amount of fees paid to insurance company	USD $25
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $5,152
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	120
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,429
Total amount of fees paid to insurance company	USD $26
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $6,429
Amount paid for insurance broker fees	26
Additional information about fees paid to insurance broker	NON-MONETARY COMPENSATION
Insurance broker organization code?	4
Insurance broker name	CAMBRIDGE INVESTMENT RESEARCH

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	120
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $5,758
Total amount of fees paid to insurance company	USD $44
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP66902

Policy instance

Insurance contract or identification number	GP66902
Number of Individuals Covered	120
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,042
Total amount of fees paid to insurance company	USD $20
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	CEDAR VALLEY HOSPICE, INC.
Employer identification number (EIN):	421135294
NAIC Classification:	621610
NAIC Description:	Home Health Care Services

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1979-05-29
Company Identification Number:	055584
Legal Registered Office Address:	900 TOWER PARK DRIVE WATERLOO United States of America (USA) 50701