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403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC
Plan identification number 003

403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KENTMERE REHABILITATION AND HEALTH CARE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENTMERE REHABILITATION AND HEALTH CARE CENTER, INC.
Employer identification number (EIN):510077156
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01MANDY TO
0032015-07-01MANDY TO
0032014-07-01MANDY TO
0032013-07-01MANDY TO
0032012-07-01A1385113
0032011-07-01SUSAN ROMANO
0032010-07-01SUSAN ROMANO
0032009-07-01RACHEL BALLON
0032009-07-01RACHEL BALLON
0032009-07-01RACHEL BALLON

Plan Statistics for 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC

Measure Date Value
2021: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2021 401k membership
Total participants, beginning-of-year2021-07-0196
Total number of active participants reported on line 7a of the Form 55002021-07-0174
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0128
Total of all active and inactive participants2021-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01102
Number of participants with account balances2021-07-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2020 401k membership
Total participants, beginning-of-year2020-07-01148
Total number of active participants reported on line 7a of the Form 55002020-07-01121
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0129
Total of all active and inactive participants2020-07-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01150
Number of participants with account balances2020-07-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2019 401k membership
Total participants, beginning-of-year2019-07-0188
Total number of active participants reported on line 7a of the Form 55002019-07-01122
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0126
Total of all active and inactive participants2019-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01148
Number of participants with account balances2019-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2018 401k membership
Total participants, beginning-of-year2018-07-0187
Total number of active participants reported on line 7a of the Form 55002018-07-0160
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0128
Total of all active and inactive participants2018-07-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0188
Number of participants with account balances2018-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2017 401k membership
Total participants, beginning-of-year2017-07-0188
Total number of active participants reported on line 7a of the Form 55002017-07-0156
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0131
Total of all active and inactive participants2017-07-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0187
Number of participants with account balances2017-07-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2016 401k membership
Total participants, beginning-of-year2016-07-01154
Total number of active participants reported on line 7a of the Form 55002016-07-01129
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0123
Total of all active and inactive participants2016-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01152
Number of participants with account balances2016-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2015 401k membership
Total participants, beginning-of-year2015-07-01143
Total number of active participants reported on line 7a of the Form 55002015-07-01127
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0127
Total of all active and inactive participants2015-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01154
Number of participants with account balances2015-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2014 401k membership
Total participants, beginning-of-year2014-07-01149
Total number of active participants reported on line 7a of the Form 55002014-07-01121
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0122
Total of all active and inactive participants2014-07-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01143
Number of participants with account balances2014-07-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-017
2013: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2013 401k membership
Total participants, beginning-of-year2013-07-01146
Total number of active participants reported on line 7a of the Form 55002013-07-01122
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0126
Total of all active and inactive participants2013-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01149
Number of participants with account balances2013-07-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2012 401k membership
Total participants, beginning-of-year2012-07-01132
Total number of active participants reported on line 7a of the Form 55002012-07-01127
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0118
Total of all active and inactive participants2012-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01146
Number of participants with account balances2012-07-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2011 401k membership
Total participants, beginning-of-year2011-07-0165
Total number of active participants reported on line 7a of the Form 55002011-07-01116
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0115
Total of all active and inactive participants2011-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01132
Number of participants with account balances2011-07-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2010 401k membership
Total participants, beginning-of-year2010-07-0158
Total number of active participants reported on line 7a of the Form 55002010-07-0150
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0114
Total of all active and inactive participants2010-07-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-0165
Number of participants with account balances2010-07-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2009 401k membership
Total participants, beginning-of-year2009-07-0161
Total number of active participants reported on line 7a of the Form 55002009-07-01177
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0114
Total of all active and inactive participants2009-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01192
Number of participants with account balances2009-07-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC

Measure Date Value
2022 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-7,014
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$36,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$35,268
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$348,811
Value of total assets at end of year2022-06-30$2,816,746
Value of total assets at beginning of year2022-06-30$2,860,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,238
Total interest from all sources2022-06-30$5,100
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$236,604
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$32,046
Other income not declared elsewhere2022-06-30$8,463
Administrative expenses (other) incurred2022-06-30$1,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-43,520
Value of net assets at end of year (total assets less liabilities)2022-06-30$2,816,746
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$2,860,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,924,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,095,027
Interest on participant loans2022-06-30$0
Interest earned on other investments2022-06-30$5,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$892,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$765,239
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-369,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$80,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$35,268
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$782,026
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$117,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$115,900
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$280,227
Value of total assets at end of year2021-06-30$2,860,266
Value of total assets at beginning of year2021-06-30$2,195,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,189
Total interest from all sources2021-06-30$7,960
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$216,449
Participant contributions at end of year2021-06-30$112,493
Participant contributions at beginning of year2021-06-30$93,069
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$664,937
Value of net assets at end of year (total assets less liabilities)2021-06-30$2,860,266
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$2,195,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,095,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,442,377
Interest on participant loans2021-06-30$7,960
Interest earned on other investments2021-06-30$4,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$765,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$752,952
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$493,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$63,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$115,900
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$378,898
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$117,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$111,985
Expenses. Certain deemed distributions of participant loans2020-06-30$4,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$317,331
Value of total assets at end of year2020-06-30$2,175,876
Value of total assets at beginning of year2020-06-30$1,914,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,060
Total interest from all sources2020-06-30$10,046
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$193,529
Participant contributions at end of year2020-06-30$73,616
Participant contributions at beginning of year2020-06-30$114,445
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$60,025
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$1,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$261,777
Value of net assets at end of year (total assets less liabilities)2020-06-30$2,175,876
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,914,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,442,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,219,165
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$10,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$659,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$580,489
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$51,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$63,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$111,985
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2020-06-30511158459
2019 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$307,527
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$455,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$438,841
Expenses. Certain deemed distributions of participant loans2019-06-30$15,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$223,879
Value of total assets at end of year2019-06-30$1,914,099
Value of total assets at beginning of year2019-06-30$2,061,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$943
Total interest from all sources2019-06-30$9,335
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$158,472
Participant contributions at end of year2019-06-30$114,445
Participant contributions at beginning of year2019-06-30$84,863
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-147,634
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,914,099
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$2,061,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,219,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,435,339
Interest on participant loans2019-06-30$0
Interest earned on other investments2019-06-30$9,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$580,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$541,531
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$74,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$65,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$438,841
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2019-06-30511158459
2018 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$345,124
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$119,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$117,706
Expenses. Certain deemed distributions of participant loans2018-06-30$969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$226,986
Value of total assets at end of year2018-06-30$2,061,733
Value of total assets at beginning of year2018-06-30$1,836,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$912
Total interest from all sources2018-06-30$5,926
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$162,794
Participant contributions at end of year2018-06-30$84,863
Participant contributions at beginning of year2018-06-30$72,070
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$3,691
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$225,537
Value of net assets at end of year (total assets less liabilities)2018-06-30$2,061,733
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,836,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,435,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,272,734
Interest on participant loans2018-06-30$0
Interest earned on other investments2018-06-30$5,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$541,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$491,392
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$112,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$60,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$117,706
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2018-06-30511158459
2017 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$364,521
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$111,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$110,255
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$215,195
Value of total assets at end of year2017-06-30$1,836,196
Value of total assets at beginning of year2017-06-30$1,582,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$865
Total interest from all sources2017-06-30$5,058
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$153,165
Participant contributions at end of year2017-06-30$72,069
Participant contributions at beginning of year2017-06-30$45,384
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$253,401
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,836,196
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,582,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,272,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,114,170
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$5,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$491,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$423,241
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$144,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$62,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$110,255
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2017-06-30511158459
2016 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$229,543
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$250,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$249,541
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$240,371
Value of total assets at end of year2016-06-30$1,582,795
Value of total assets at beginning of year2016-06-30$1,603,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$854
Total interest from all sources2016-06-30$4,641
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$149,140
Participant contributions at end of year2016-06-30$45,384
Participant contributions at beginning of year2016-06-30$18,694
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$34,250
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-20,852
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,582,795
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,603,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,114,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,155,809
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$4,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$423,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$429,144
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-15,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$56,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$249,541
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2016-06-30511158459
2015 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$253,391
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$148,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$147,286
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$211,562
Value of total assets at end of year2015-06-30$1,603,647
Value of total assets at beginning of year2015-06-30$1,498,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$845
Total interest from all sources2015-06-30$4,206
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$141,714
Participant contributions at end of year2015-06-30$18,694
Participant contributions at beginning of year2015-06-30$32,811
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$15,887
Other income not declared elsewhere2015-06-30$0
Administrative expenses (other) incurred2015-06-30$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$105,260
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,603,647
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,498,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,155,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,095,773
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$4,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$429,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$369,803
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$37,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$53,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$147,286
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2015-06-30521158459
2014 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$472,167
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$413,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$412,397
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$319,286
Value of total assets at end of year2014-06-30$1,498,387
Value of total assets at beginning of year2014-06-30$1,439,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$906
Total interest from all sources2014-06-30$5,604
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$148,927
Participant contributions at end of year2014-06-30$32,811
Participant contributions at beginning of year2014-06-30$50,773
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$116,121
Other income not declared elsewhere2014-06-30$0
Administrative expenses (other) incurred2014-06-30$906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$58,864
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,498,387
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,439,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,095,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$835,723
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$5,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$369,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$553,027
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$147,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$54,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$412,397
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2014-06-30521158459
2013 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$302,573
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$148,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$147,219
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$208,055
Value of total assets at end of year2013-06-30$1,439,522
Value of total assets at beginning of year2013-06-30$1,285,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$962
Total interest from all sources2013-06-30$9,837
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$154,333
Participant contributions at end of year2013-06-30$50,773
Participant contributions at beginning of year2013-06-30$40,503
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$2,005
Other income not declared elsewhere2013-06-30$0
Administrative expenses (other) incurred2013-06-30$962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$154,392
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,439,522
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,285,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$835,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$711,494
Interest on participant loans2013-06-30$1,835
Interest earned on other investments2013-06-30$8,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$553,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$533,133
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$84,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$51,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$147,219
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2013-06-30521158459
2012 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$222,692
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$12,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$11,658
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$211,830
Value of total assets at end of year2012-06-30$1,285,130
Value of total assets at beginning of year2012-06-30$1,075,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$952
Total interest from all sources2012-06-30$11,033
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$156,180
Participant contributions at end of year2012-06-30$40,503
Participant contributions at beginning of year2012-06-30$30,921
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,273
Other income not declared elsewhere2012-06-30$0
Administrative expenses (other) incurred2012-06-30$952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$210,082
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,285,130
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,075,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$711,494
Value of interest in pooled separate accounts at beginning of year2012-06-30$671,049
Interest on participant loans2012-06-30$1,500
Interest earned on other investments2012-06-30$9,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$533,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$373,078
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$54,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$11,658
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HERTZBACH & COMPANY, P.A.
Accountancy firm EIN2012-06-30521158459
2011 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$306,208
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$94,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$93,564
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$194,511
Value of total assets at end of year2011-06-30$1,075,048
Value of total assets at beginning of year2011-06-30$863,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$936
Total interest from all sources2011-06-30$7,877
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$146,977
Participant contributions at end of year2011-06-30$30,920
Participant contributions at beginning of year2011-06-30$26,867
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$211,708
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,075,048
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$863,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$671,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$549,914
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$7,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$373,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$286,559
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$103,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$47,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$93,564
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GUNNIP & COMPANY, LLP
Accountancy firm EIN2011-06-30510076769
2010 : 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC

2021: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF KENTMERE REHABILITATION AND HEALTHCARE CENTER, INC 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered102
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $513
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered96
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $513
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered91
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $189
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees189
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered88
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $976
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees976
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered87
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $437
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered81
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,648
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1648
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered79
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered80
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $515
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees515
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBALTIMORE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered72
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $229
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees81
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameDEBORAH TUCKSON
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered132
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $270
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006237F
Policy instance 1
Insurance contract or identification number006237F
Number of Individuals Covered65
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $269
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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