?>
Logo

NORTH COAST HOME CARE RETIREMENT PLAN 401k Plan overview

Plan NameNORTH COAST HOME CARE RETIREMENT PLAN
Plan identification number 001

NORTH COAST HOME CARE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

NORTH COAST HOME CARE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH COAST HOME CARE, INC.
Employer identification number (EIN):451830059
NAIC Classification:561300

Additional information about NORTH COAST HOME CARE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1986-11-20
Company Identification Number: 5421086
Legal Registered Office Address: 210 IVY AVE

TILLAMOOK
United States of America (USA)
97141

More information about NORTH COAST HOME CARE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH COAST HOME CARE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TANYA FINNERTY
0012016-01-01TANYA FINNERTY
0012015-01-01TANYA FINNERTY
0012014-01-01TANYA FINNERTY
0012013-01-01TANYA FINNERTY
0012012-01-01TANYA FINNERTY TANYA FINNERTY2013-07-16
0012011-04-21TANYA FINNERTY TANYA FINNERTY2012-07-02

Plan Statistics for NORTH COAST HOME CARE RETIREMENT PLAN

401k plan membership statisitcs for NORTH COAST HOME CARE RETIREMENT PLAN

Measure Date Value
2022: NORTH COAST HOME CARE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131
Total number of active participants reported on line 7a of the Form 55002022-01-0116
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0121
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NORTH COAST HOME CARE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0126
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTH COAST HOME CARE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0138
Total number of active participants reported on line 7a of the Form 55002020-01-0137
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0137
Number of participants with account balances2020-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTH COAST HOME CARE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Number of participants with account balances2019-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTH COAST HOME CARE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0125
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NORTH COAST HOME CARE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0123
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NORTH COAST HOME CARE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0117
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NORTH COAST HOME CARE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTH COAST HOME CARE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NORTH COAST HOME CARE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NORTH COAST HOME CARE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTH COAST HOME CARE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-211
Total number of active participants reported on line 7a of the Form 55002011-04-211
Number of retired or separated participants receiving benefits2011-04-210
Number of other retired or separated participants entitled to future benefits2011-04-210
Total of all active and inactive participants2011-04-211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-210
Total participants2011-04-211
Number of participants with account balances2011-04-211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-210

Financial Data on NORTH COAST HOME CARE RETIREMENT PLAN

Measure Date Value
2022 : NORTH COAST HOME CARE RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$7,828
Expenses. Total of all expenses incurred2022-12-31$7,609
Benefits paid (including direct rollovers)2022-12-31$7,609
Total plan assets at end of year2022-12-31$291,761
Total plan assets at beginning of year2022-12-31$291,542
Value of fidelity bond covering the plan2022-12-31$150,000
Total contributions received or receivable from participants2022-12-31$8,430
Contributions received from other sources (not participants or employers)2022-12-31$-7,738
Net income (gross income less expenses)2022-12-31$219
Net plan assets at end of year (total assets less liabilities)2022-12-31$291,761
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$291,542
Assets. Value of employer securities2022-12-31$121,361
Total contributions received or receivable from employer(s)2022-12-31$7,136
2021 : NORTH COAST HOME CARE RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$37,653
Expenses. Total of all expenses incurred2021-12-31$3,325
Benefits paid (including direct rollovers)2021-12-31$3,325
Total plan assets at end of year2021-12-31$291,542
Total plan assets at beginning of year2021-12-31$257,214
Value of fidelity bond covering the plan2021-12-31$30,000
Total contributions received or receivable from participants2021-12-31$21,659
Other income received2021-12-31$8,410
Net income (gross income less expenses)2021-12-31$34,328
Net plan assets at end of year (total assets less liabilities)2021-12-31$291,542
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$257,214
Assets. Value of employer securities2021-12-31$120,000
Total contributions received or receivable from employer(s)2021-12-31$7,584
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NORTH COAST HOME CARE RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$55,017
Expenses. Total of all expenses incurred2020-12-31$4,750
Benefits paid (including direct rollovers)2020-12-31$4,750
Total plan assets at end of year2020-12-31$257,214
Total plan assets at beginning of year2020-12-31$206,947
Value of fidelity bond covering the plan2020-12-31$30,000
Total contributions received or receivable from participants2020-12-31$21,961
Other income received2020-12-31$25,145
Net income (gross income less expenses)2020-12-31$50,267
Net plan assets at end of year (total assets less liabilities)2020-12-31$257,214
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$206,947
Assets. Value of employer securities2020-12-31$120,000
Total contributions received or receivable from employer(s)2020-12-31$7,911
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NORTH COAST HOME CARE RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-74,128
Expenses. Total of all expenses incurred2019-12-31$5,296
Benefits paid (including direct rollovers)2019-12-31$4,942
Total plan assets at end of year2019-12-31$206,947
Total plan assets at beginning of year2019-12-31$286,371
Value of fidelity bond covering the plan2019-12-31$30,000
Total contributions received or receivable from participants2019-12-31$12,914
Other income received2019-12-31$-92,573
Net income (gross income less expenses)2019-12-31$-79,424
Net plan assets at end of year (total assets less liabilities)2019-12-31$206,947
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$286,371
Assets. Value of employer securities2019-12-31$121,500
Total contributions received or receivable from employer(s)2019-12-31$5,531
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTH COAST HOME CARE RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$49,935
Expenses. Total of all expenses incurred2018-12-31$1,796
Benefits paid (including direct rollovers)2018-12-31$1,508
Total plan assets at end of year2018-12-31$286,371
Total plan assets at beginning of year2018-12-31$238,232
Value of fidelity bond covering the plan2018-12-31$30,000
Total contributions received or receivable from participants2018-12-31$10,928
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$34,135
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$48,139
Net plan assets at end of year (total assets less liabilities)2018-12-31$286,371
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$238,232
Assets. Value of employer securities2018-12-31$228,646
Total contributions received or receivable from employer(s)2018-12-31$4,872
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$288
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTH COAST HOME CARE RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$13,479
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$238,232
Total plan assets at beginning of year2017-12-31$224,753
Value of fidelity bond covering the plan2017-12-31$30,000
Total contributions received or receivable from participants2017-12-31$4,411
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$6,862
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$13,479
Net plan assets at end of year (total assets less liabilities)2017-12-31$238,232
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$224,753
Assets. Value of employer securities2017-12-31$190,538
Total contributions received or receivable from employer(s)2017-12-31$2,206
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : NORTH COAST HOME CARE RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$17,109
Expenses. Total of all expenses incurred2016-12-31$1,177
Benefits paid (including direct rollovers)2016-12-31$1,177
Total plan assets at end of year2016-12-31$224,753
Total plan assets at beginning of year2016-12-31$208,821
Value of fidelity bond covering the plan2016-12-31$21,000
Total contributions received or receivable from participants2016-12-31$8,452
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,332
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$15,932
Net plan assets at end of year (total assets less liabilities)2016-12-31$224,753
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$208,821
Assets. Value of employer securities2016-12-31$190,538
Total contributions received or receivable from employer(s)2016-12-31$7,325
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTH COAST HOME CARE RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$34,248
Expenses. Total of all expenses incurred2015-12-31$362
Benefits paid (including direct rollovers)2015-12-31$362
Total plan assets at end of year2015-12-31$208,821
Total plan assets at beginning of year2015-12-31$174,935
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$8,208
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$23,881
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$33,886
Net plan assets at end of year (total assets less liabilities)2015-12-31$208,821
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$174,935
Assets. Value of employer securities2015-12-31$190,538
Total contributions received or receivable from employer(s)2015-12-31$2,159
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTH COAST HOME CARE RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$8,609
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$174,935
Total plan assets at beginning of year2014-12-31$166,326
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$5,264
Other income received2014-12-31$386
Net income (gross income less expenses)2014-12-31$8,609
Net plan assets at end of year (total assets less liabilities)2014-12-31$174,935
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$166,326
Assets. Value of employer securities2014-12-31$166,326
Total contributions received or receivable from employer(s)2014-12-31$2,959
2013 : NORTH COAST HOME CARE RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$0
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$166,326
Total plan assets at beginning of year2013-12-31$166,326
Value of fidelity bond covering the plan2013-12-31$20,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$0
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$0
Net plan assets at end of year (total assets less liabilities)2013-12-31$166,326
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$166,326
Assets. Value of employer securities2013-12-31$166,326
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : NORTH COAST HOME CARE RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$47,543
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$166,326
Total plan assets at beginning of year2012-12-31$118,783
Value of fidelity bond covering the plan2012-12-31$30,000
Other income received2012-12-31$47,543
Net income (gross income less expenses)2012-12-31$47,543
Net plan assets at end of year (total assets less liabilities)2012-12-31$166,326
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$118,783
Assets. Value of employer securities2012-12-31$166,326
2011 : NORTH COAST HOME CARE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,797
Expenses. Total of all expenses incurred2011-12-31$14
Total plan assets at end of year2011-12-31$118,783
Expenses. Other expenses not covered elsewhere2011-12-31$14
Contributions received from other sources (not participants or employers)2011-12-31$120,000
Other income received2011-12-31$-1,203
Net income (gross income less expenses)2011-12-31$118,783
Net plan assets at end of year (total assets less liabilities)2011-12-31$118,783
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Assets. Value of employer securities2011-12-31$118,783

Form 5500 Responses for NORTH COAST HOME CARE RETIREMENT PLAN

2022: NORTH COAST HOME CARE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH COAST HOME CARE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH COAST HOME CARE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH COAST HOME CARE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH COAST HOME CARE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH COAST HOME CARE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH COAST HOME CARE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH COAST HOME CARE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH COAST HOME CARE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH COAST HOME CARE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH COAST HOME CARE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH COAST HOME CARE RETIREMENT PLAN 2011 form 5500 responses
2011-04-21Type of plan entitySingle employer plan
2011-04-21First time form 5500 has been submittedYes
2011-04-21Submission has been amendedNo
2011-04-21This submission is the final filingNo
2011-04-21This return/report is a short plan year return/report (less than 12 months)Yes
2011-04-21Plan is a collectively bargained planNo
2011-04-21Plan funding arrangement – TrustYes
2011-04-21Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-18356
Policy instance 1
Insurance contract or identification numberSAVE-18356
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $354
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees276
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-18356
Policy instance 1
Insurance contract or identification numberSAVE-18356
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $288
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees131
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-18356
Policy instance 1
Insurance contract or identification numberSAVE-18356
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $218
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees99
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
Insurance broker nameINNOVATIVE PENSION STRATEGY
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-18356
Policy instance 1
Insurance contract or identification numberSAVE-18356
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $89
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $89
Insurance broker organization code?3
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREIMBURSE FEES
Insurance broker nameINNOVATIVE PENSION STRATEGY
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-18356
Policy instance 1
Insurance contract or identification numberSAVE-18356
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11
Total amount of fees paid to insurance companyUSD $7
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?3
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerREIMBURSE FEES
Insurance broker nameINNOVATIVE PENSION STRATEGY

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3