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EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOSPICE OF THE CHESAPEAKE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF THE CHESAPEAKE, INC.
Employer identification number (EIN):521181448
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL BRADY MICHAEL BRADY2018-08-06
0022016-01-01EDWARD J. SCHNEIDER
0022015-01-01EDWARD J. SCHNEIDER
0022014-01-01EDWARD J. SCHNEIDER
0022013-01-01JACQUELINE HEIMBUCH
0022012-01-01JACQUELINE HEIMBUCH
0022011-01-01JAQUELINE HEIMBUCH
0022010-01-01JACQUELINE HEIMBUCH
0022009-01-01JACQUELINE HEIMBUCH

Plan Statistics for EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2022 401k membership
Total participants, beginning-of-year2022-01-01540
Total number of active participants reported on line 7a of the Form 55002022-01-01330
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01297
Total of all active and inactive participants2022-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01632
Number of participants with account balances2022-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0142
2021: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2021 401k membership
Total participants, beginning-of-year2021-01-01527
Total number of active participants reported on line 7a of the Form 55002021-01-01297
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01540
Number of participants with account balances2021-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0152
2020: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2020 401k membership
Total participants, beginning-of-year2020-01-01411
Total number of active participants reported on line 7a of the Form 55002020-01-01388
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01139
Total of all active and inactive participants2020-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01527
Number of participants with account balances2020-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2019 401k membership
Total participants, beginning-of-year2019-01-01385
Total number of active participants reported on line 7a of the Form 55002019-01-01307
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01104
Total of all active and inactive participants2019-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01411
Number of participants with account balances2019-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2018 401k membership
Total participants, beginning-of-year2018-01-01345
Total number of active participants reported on line 7a of the Form 55002018-01-01275
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01110
Total of all active and inactive participants2018-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01385
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2017 401k membership
Total participants, beginning-of-year2017-01-01319
Total number of active participants reported on line 7a of the Form 55002017-01-01250
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01345
Number of participants with account balances2017-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2016 401k membership
Total participants, beginning-of-year2016-01-01279
Total number of active participants reported on line 7a of the Form 55002016-01-01229
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0189
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01319
Number of participants with account balances2016-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2015 401k membership
Total participants, beginning-of-year2015-01-01231
Total number of active participants reported on line 7a of the Form 55002015-01-01215
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01279
Number of participants with account balances2015-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0137
2014: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2014 401k membership
Total participants, beginning-of-year2014-01-01235
Total number of active participants reported on line 7a of the Form 55002014-01-01190
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01231
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2013 401k membership
Total participants, beginning-of-year2013-01-01268
Total number of active participants reported on line 7a of the Form 55002013-01-01235
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0143
Total of all active and inactive participants2013-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01279
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2012 401k membership
Total participants, beginning-of-year2012-01-01239
Total number of active participants reported on line 7a of the Form 55002012-01-01225
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01265
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2011 401k membership
Total participants, beginning-of-year2011-01-01200
Total number of active participants reported on line 7a of the Form 55002011-01-01200
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2010 401k membership
Total participants, beginning-of-year2010-01-01188
Total number of active participants reported on line 7a of the Form 55002010-01-01164
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01197
Number of participants with account balances2010-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01188
Number of participants with account balances2009-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,154
Total income from all sources (including contributions)2022-12-31$81,603
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,547,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,543,040
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,628,918
Value of total assets at end of year2022-12-31$15,319,823
Value of total assets at beginning of year2022-12-31$16,776,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,851
Total interest from all sources2022-12-31$8,068
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,441,416
Participant contributions at end of year2022-12-31$204,279
Participant contributions at beginning of year2022-12-31$190,348
Participant contributions at end of year2022-12-31$52,707
Participant contributions at beginning of year2022-12-31$48,628
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$742,138
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,154
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,466,288
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,307,841
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,774,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,148,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,889,021
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,018
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$2,050
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$896,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$632,083
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-2,555,383
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$445,364
Employer contributions (assets) at end of year2022-12-31$18,427
Employer contributions (assets) at beginning of year2022-12-31$16,203
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,543,040
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MULLEN,SONDBERG,WIMBISH & STONE
Accountancy firm EIN2022-12-31521197902
2021 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,615
Total income from all sources (including contributions)2021-12-31$3,997,394
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$995,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$989,698
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,064,396
Value of total assets at end of year2021-12-31$16,776,283
Value of total assets at beginning of year2021-12-31$13,781,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,293
Total interest from all sources2021-12-31$16,781
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,226,223
Participant contributions at end of year2021-12-31$190,348
Participant contributions at beginning of year2021-12-31$241,872
Participant contributions at end of year2021-12-31$48,628
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$458,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$8,615
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,001,403
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,774,129
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,772,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,889,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,000,862
Interest on participant loans2021-12-31$11,168
Interest earned on other investments2021-12-31$5,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$632,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$538,607
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$1,916,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$379,638
Employer contributions (assets) at end of year2021-12-31$16,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$989,698
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MULLEN SONBERG WIMBISH AND STONE
Accountancy firm EIN2021-12-31521197902
2020 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$400,079
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,615
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,013,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,799,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,794,045
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,514,260
Value of total assets at end of year2020-12-31$13,781,341
Value of total assets at beginning of year2020-12-31$12,157,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,999
Total interest from all sources2020-12-31$18,895
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,064,865
Participant contributions at end of year2020-12-31$241,872
Participant contributions at beginning of year2020-12-31$273,716
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$8,615
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$4,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,214,916
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,772,726
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,157,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,000,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,445,891
Interest on participant loans2020-12-31$13,518
Interest earned on other investments2020-12-31$5,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$538,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$438,124
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$1,480,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$357,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,794,045
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MULLEN SONBERG WIMBISH AND STONE
Accountancy firm EIN2020-12-31521197902
2019 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,141,693
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,023,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,018,827
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,193,755
Value of total assets at end of year2019-12-31$12,157,731
Value of total assets at beginning of year2019-12-31$9,039,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,520
Total interest from all sources2019-12-31$21,690
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,040,144
Participant contributions at end of year2019-12-31$273,716
Participant contributions at beginning of year2019-12-31$285,602
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$813,681
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,118,346
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,157,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,039,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,445,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,444,649
Interest on participant loans2019-12-31$14,097
Interest earned on other investments2019-12-31$7,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$438,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$309,134
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,926,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$339,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,018,827
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2019-12-31521197902
2018 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,060,099
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,154,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,107,567
Expenses. Certain deemed distributions of participant loans2018-12-31$8,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,590,079
Value of total assets at end of year2018-12-31$9,039,385
Value of total assets at beginning of year2018-12-31$9,133,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,302
Total interest from all sources2018-12-31$13,781
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,001,741
Participant contributions at end of year2018-12-31$285,602
Participant contributions at beginning of year2018-12-31$224,861
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$280,796
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$38,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-94,401
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,039,385
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,133,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,444,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,791,841
Interest on participant loans2018-12-31$11,676
Interest earned on other investments2018-12-31$2,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$309,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$117,084
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-543,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$307,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,107,567
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2018-12-31521197902
2017 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,818
Total income from all sources (including contributions)2017-12-31$2,691,504
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,314,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,311,164
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,523,578
Value of total assets at end of year2017-12-31$9,133,786
Value of total assets at beginning of year2017-12-31$7,762,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,313
Total interest from all sources2017-12-31$10,422
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$923,578
Participant contributions at end of year2017-12-31$224,861
Participant contributions at beginning of year2017-12-31$142,058
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$352,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,818
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,377,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,133,786
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,756,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,791,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,367,256
Interest on participant loans2017-12-31$8,700
Interest earned on other investments2017-12-31$1,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$117,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$253,263
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,157,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$247,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,311,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2017-12-31521197902
2016 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,818
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,096,741
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$466,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$463,777
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,530,810
Value of total assets at end of year2016-12-31$7,762,577
Value of total assets at beginning of year2016-12-31$6,126,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,626
Total interest from all sources2016-12-31$6,999
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$839,977
Participant contributions at end of year2016-12-31$142,058
Participant contributions at beginning of year2016-12-31$110,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$486,738
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,818
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$2,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,630,338
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,756,759
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,126,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,367,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,980,574
Interest on participant loans2016-12-31$4,990
Interest earned on other investments2016-12-31$2,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$253,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,183
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$558,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$204,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$463,777
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2016-12-31521197902
2015 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,908
Total income from all sources (including contributions)2015-12-31$1,413,227
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,001,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$993,252
Expenses. Certain deemed distributions of participant loans2015-12-31$7,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,425,639
Value of total assets at end of year2015-12-31$6,126,421
Value of total assets at beginning of year2015-12-31$5,736,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,304
Total interest from all sources2015-12-31$5,585
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$780,062
Participant contributions at end of year2015-12-31$110,664
Participant contributions at beginning of year2015-12-31$166,732
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$461,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,908
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$1,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$411,300
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,126,421
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,715,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,980,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,515,178
Interest on participant loans2015-12-31$5,266
Interest earned on other investments2015-12-31$319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$54,119
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-17,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$184,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$993,252
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2015-12-31521197902
2014 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,533
Total income from all sources (including contributions)2014-12-31$1,310,787
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$973,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$966,082
Expenses. Certain deemed distributions of participant loans2014-12-31$355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,028,045
Value of total assets at end of year2014-12-31$5,736,029
Value of total assets at beginning of year2014-12-31$5,414,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,196
Total interest from all sources2014-12-31$36,791
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$602,144
Participant contributions at end of year2014-12-31$166,732
Participant contributions at beginning of year2014-12-31$141,475
Participant contributions at beginning of year2014-12-31$20,287
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$283,026
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$36,533
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$7,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$337,154
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,715,121
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,377,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,515,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,597,082
Interest on participant loans2014-12-31$6,414
Interest earned on other investments2014-12-31$30,377
Value of interest in common/collective trusts at beginning of year2014-12-31$650,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$54,119
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$239,426
Net investment gain or loss from common/collective trusts2014-12-31$6,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$142,875
Employer contributions (assets) at beginning of year2014-12-31$5,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$966,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MULLEN,SONBERG,WIMBISH AND STONE
Accountancy firm EIN2014-12-31521197902
2013 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,682
Total income from all sources (including contributions)2013-12-31$1,397,690
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$419,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,703
Expenses. Certain deemed distributions of participant loans2013-12-31$3,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$633,412
Value of total assets at end of year2013-12-31$5,414,500
Value of total assets at beginning of year2013-12-31$4,410,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,419
Total interest from all sources2013-12-31$4,347
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$36,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$36,103
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$501,490
Participant contributions at end of year2013-12-31$141,475
Participant contributions at beginning of year2013-12-31$118,192
Participant contributions at end of year2013-12-31$20,287
Participant contributions at beginning of year2013-12-31$16,279
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$36,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,682
Administrative expenses (other) incurred2013-12-31$4,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$977,940
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,377,967
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,400,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,597,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,581,430
Interest on participant loans2013-12-31$4,347
Value of interest in common/collective trusts at end of year2013-12-31$650,083
Value of interest in common/collective trusts at beginning of year2013-12-31$690,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$712,298
Net investment gain or loss from common/collective trusts2013-12-31$11,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$122,031
Employer contributions (assets) at end of year2013-12-31$5,573
Employer contributions (assets) at beginning of year2013-12-31$4,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$407,703
Contract administrator fees2013-12-31$4,180
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MULLEN, SONBERG, WIMBISH AND STONE
Accountancy firm EIN2013-12-31521197902
2012 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,036,897
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$230,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$192,325
Expenses. Certain deemed distributions of participant loans2012-12-31$19,920
Value of total corrective distributions2012-12-31$7,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$596,133
Value of total assets at end of year2012-12-31$4,410,709
Value of total assets at beginning of year2012-12-31$3,593,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,289
Total interest from all sources2012-12-31$4,638
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$51,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$51,075
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$483,123
Participant contributions at end of year2012-12-31$118,192
Participant contributions at beginning of year2012-12-31$118,841
Participant contributions at end of year2012-12-31$16,279
Participant contributions at beginning of year2012-12-31$13,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$806,099
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,400,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,593,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,581,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,832,287
Interest on participant loans2012-12-31$4,638
Value of interest in common/collective trusts at end of year2012-12-31$690,472
Value of interest in common/collective trusts at beginning of year2012-12-31$627,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$372,800
Net investment gain or loss from common/collective trusts2012-12-31$12,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$113,010
Employer contributions (assets) at end of year2012-12-31$4,336
Employer contributions (assets) at beginning of year2012-12-31$1,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$192,325
Contract administrator fees2012-12-31$11,289
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MULLEN, SONBERG, WIMBISH AND STONE
Accountancy firm EIN2012-12-31521197902
2011 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$438,736
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$802,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$789,103
Value of total corrective distributions2011-12-31$7,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$468,096
Value of total assets at end of year2011-12-31$3,593,928
Value of total assets at beginning of year2011-12-31$3,958,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,341
Total interest from all sources2011-12-31$4,576
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$47,477
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$419,210
Participant contributions at end of year2011-12-31$118,841
Participant contributions at beginning of year2011-12-31$139,299
Participant contributions at end of year2011-12-31$13,257
Participant contributions at beginning of year2011-12-31$47,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-364,262
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,593,928
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,958,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,832,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,136,620
Interest on participant loans2011-12-31$4,576
Value of interest in common/collective trusts at end of year2011-12-31$627,810
Value of interest in common/collective trusts at beginning of year2011-12-31$635,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$31
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,617
Net investment gain or loss from common/collective trusts2011-12-31$11,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$48,886
Employer contributions (assets) at end of year2011-12-31$1,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$789,103
Contract administrator fees2011-12-31$6,341
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MULLEN, SONBERG, WIMBISH AND STONE
Accountancy firm EIN2011-12-31521197902
2010 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$762,752
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$411,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$403,030
Value of total corrective distributions2010-12-31$2,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$385,327
Value of total assets at end of year2010-12-31$3,958,190
Value of total assets at beginning of year2010-12-31$3,607,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,930
Total interest from all sources2010-12-31$5,286
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$49,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$49,737
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$265,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$385,327
Participant contributions at end of year2010-12-31$139,299
Participant contributions at beginning of year2010-12-31$114,647
Participant contributions at end of year2010-12-31$47,153
Participant contributions at beginning of year2010-12-31$14,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$350,975
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,958,190
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,607,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,136,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,879,736
Interest on participant loans2010-12-31$5,286
Value of interest in common/collective trusts at end of year2010-12-31$635,087
Value of interest in common/collective trusts at beginning of year2010-12-31$598,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$31
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$31
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$303,165
Net investment gain or loss from common/collective trusts2010-12-31$19,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$403,030
Contract administrator fees2010-12-31$5,930
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MULLEN, SONDBERG, WIMBISH AND STONE
Accountancy firm EIN2010-12-31521197902
2009 : EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE

2022: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF HOSPICE OF THE CHESAPEAKE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059338
Policy instance 1
Insurance contract or identification number059338
Number of Individuals Covered632
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,642
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 fees10642
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered540
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,563
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 fees4563
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered527
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,563
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 fees4563
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered411
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,973
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 fees4973
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered385
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,706
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 fees4706
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,645
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 fees8645
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameCAPITAL AREA REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered279
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,120
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 fees28120
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 number059338B
Policy instance 1
Insurance contract or identification number059338B
Number of Individuals Covered231
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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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