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403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 WASHINGTON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF WASHINGTON COUNTY, INC.
Employer identification number (EIN):521192068
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about HOSPICE OF WASHINGTON COUNTY, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1988-05-02
Company Identification Number: 121611
Legal Registered Office Address: 948 E 11TH ST

WASHINGTON
United States of America (USA)
52353

More information about HOSPICE OF WASHINGTON COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SARA MCKAY2023-10-09 SARA MCKAY2023-10-09
0012021-01-01ERNESTO LOPEZ2022-10-04 ERNESTO LOPEZ2022-10-04
0012020-01-01ERNESTO LOPEZ2021-10-09 ERNESTO LOPEZ2021-10-09
0012019-01-01ERNESTO LOPEZ2020-10-08 ERNESTO LOPEZ2020-10-08
0012018-01-01SUSAN WAYS2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01MICHAEL W. TALHELM2014-06-30
0012012-01-01MICHAEL TALHELM2013-04-18
0012011-01-01MICHAEL TALHELM2012-05-31
0012010-01-01SHANA K. WOLFE, CFO2011-07-01 SHANA K. WOLFE, CFO2011-07-01

Plan Statistics for 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01158
Number of participants with account balances2022-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01169
Total number of active participants reported on line 7a of the Form 55002021-01-01127
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01153
Number of participants with account balances2021-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01201
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01169
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01199
Number of participants with account balances2019-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01179
Number of participants with account balances2017-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01145
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-01134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01144
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01131
Total number of active participants reported on line 7a of the Form 55002014-01-01119
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2022 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,043
Total income from all sources (including contributions)2022-12-31$-305,208
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$475,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$452,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$570,790
Value of total assets at end of year2022-12-31$4,780,159
Value of total assets at beginning of year2022-12-31$5,562,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,233
Total interest from all sources2022-12-31$5,780
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
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$357,981
Participant contributions at end of year2022-12-31$12,288
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,151
Assets. Loans (other than to participants) at end of year2022-12-31$99,908
Assets. Loans (other than to participants) at beginning of year2022-12-31$120,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-780,445
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,780,159
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,560,604
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,631,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,417,274
Interest on participant loans2022-12-31$5,655
Interest earned on other investments2022-12-31$125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,495
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-881,778
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$155,658
Employer contributions (assets) at end of year2022-12-31$7,715
Employer contributions (assets) at beginning of year2022-12-31$3,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$452,004
Contract administrator fees2022-12-31$23,233
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALBRIGHT CRUMBACKER MOUL & ITELL
Accountancy firm EIN2022-12-31521130974
2021 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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$2,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,261,637
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$922,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$891,926
Value of total corrective distributions2021-12-31$4,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$544,951
Value of total assets at end of year2021-12-31$5,562,647
Value of total assets at beginning of year2021-12-31$5,221,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,466
Total interest from all sources2021-12-31$5,646
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 period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$370,680
Participant contributions at beginning of year2021-12-31$1,250
Assets. Loans (other than to participants) at end of year2021-12-31$120,534
Assets. Loans (other than to participants) at beginning of year2021-12-31$61,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,043
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$338,913
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,560,604
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,221,691
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$5,417,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,132,470
Interest on participant loans2021-12-31$5,513
Interest earned on other investments2021-12-31$133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$25,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$711,040
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$174,271
Employer contributions (assets) at end of year2021-12-31$3,215
Employer contributions (assets) at beginning of year2021-12-31$600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$891,926
Contract administrator fees2021-12-31$26,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31ALBRIGHT CRUMBACKER MOUL & ITELL
Accountancy firm EIN2021-12-31521130974
2020 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,395,434
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$880,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$855,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$689,200
Value of total assets at end of year2020-12-31$5,221,691
Value of total assets at beginning of year2020-12-31$4,706,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,065
Total interest from all sources2020-12-31$5,013
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 period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$426,166
Participant contributions at end of year2020-12-31$1,250
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$91,622
Assets. Loans (other than to participants) at end of year2020-12-31$61,791
Assets. Loans (other than to participants) at beginning of year2020-12-31$63,388
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$515,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,221,691
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,706,625
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$5,132,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,579,652
Interest on participant loans2020-12-31$3,845
Interest earned on other investments2020-12-31$1,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$25,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$63,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$701,221
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$171,412
Employer contributions (assets) at end of year2020-12-31$600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$855,303
Contract administrator fees2020-12-31$25,065
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALBRIGHT CRUMBACKER MOUL & ITELL
Accountancy firm EIN2020-12-31521130974
2019 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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$1,545,494
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,115,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,097,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$730,513
Value of total assets at end of year2019-12-31$4,706,625
Value of total assets at beginning of year2019-12-31$4,276,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,113
Total interest from all sources2019-12-31$5,956
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$50,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$50,920
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 period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$339,884
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$238,030
Assets. Loans (other than to participants) at end of year2019-12-31$63,388
Assets. Loans (other than to participants) at beginning of year2019-12-31$90,340
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$430,391
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,706,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,276,234
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$4,579,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,135,393
Interest on participant loans2019-12-31$5,324
Interest earned on other investments2019-12-31$632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$63,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$50,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$758,105
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$152,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,097,990
Contract administrator fees2019-12-31$17,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31ALBRIGHT CRUMBACKER MOUL & ITELL
Accountancy firm EIN2019-12-31521130974
2018 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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$622
Total income from all sources (including contributions)2018-12-31$363,097
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$536,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$509,321
Expenses. Certain deemed distributions of participant loans2018-12-31$11,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$553,948
Value of total assets at end of year2018-12-31$4,276,234
Value of total assets at beginning of year2018-12-31$4,450,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,214
Total interest from all sources2018-12-31$4,665
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$47,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$47,804
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$342,997
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,794
Assets. Loans (other than to participants) at end of year2018-12-31$90,340
Assets. Loans (other than to participants) at beginning of year2018-12-31$72,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-173,811
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,276,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,450,045
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$4,135,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,328,779
Interest on participant loans2018-12-31$4,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$50,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$49,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-243,320
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$154,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$509,321
Contract administrator fees2018-12-31$16,214
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 name2018-12-31ALBRIGHT CRUMBACKER MOUL & ITELL, L
Accountancy firm EIN2018-12-31521130974
2017 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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$622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,134,319
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$270,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$247,873
Expenses. Certain deemed distributions of participant loans2017-12-31$2,783
Value of total corrective distributions2017-12-31$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$553,731
Value of total assets at end of year2017-12-31$4,450,667
Value of total assets at beginning of year2017-12-31$3,586,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,864
Total interest from all sources2017-12-31$3,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,670
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$340,493
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,434
Assets. Loans (other than to participants) at end of year2017-12-31$72,241
Assets. Loans (other than to participants) at beginning of year2017-12-31$51,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
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$863,676
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,450,045
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,586,369
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$4,328,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,491,483
Interest on participant loans2017-12-31$3,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$49,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$42,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$539,739
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$152,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$247,873
Contract administrator fees2017-12-31$19,864
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 name2017-12-31ALBRIGHT CRUMBACKER MOUL & ITELL, L
Accountancy firm EIN2017-12-31521130974
2016 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$685,566
Total of all expenses incurred2016-12-31$194,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$182,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$503,003
Value of total assets at end of year2016-12-31$3,586,369
Value of total assets at beginning of year2016-12-31$3,095,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,398
Total interest from all sources2016-12-31$2,662
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,925
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$334,902
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,308
Assets. Loans (other than to participants) at end of year2016-12-31$51,999
Assets. Loans (other than to participants) at beginning of year2016-12-31$54,375
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$491,041
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,586,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,095,328
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$3,491,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,006,017
Interest on participant loans2016-12-31$2,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$42,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$145,976
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$159,793
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$182,127
Contract administrator fees2016-12-31$12,398
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 name2016-12-31ALBRIGHT CRUMBACKER MOUL & ITELL, L
Accountancy firm EIN2016-12-31521130974
2015 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$522,055
Total of all expenses incurred2015-12-31$273,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$253,433
Expenses. Certain deemed distributions of participant loans2015-12-31$10,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$558,179
Value of total assets at end of year2015-12-31$3,095,328
Value of total assets at beginning of year2015-12-31$2,846,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,045
Total interest from all sources2015-12-31$2,588
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$33,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$33,831
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$310,555
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$110,306
Assets. Loans (other than to participants) at end of year2015-12-31$54,375
Assets. Loans (other than to participants) at beginning of year2015-12-31$22,482
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$248,853
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,095,328
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,846,475
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$3,006,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,783,565
Interest on participant loans2015-12-31$2,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$40,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-72,543
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$137,318
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$253,433
Contract administrator fees2015-12-31$9,045
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 name2015-12-31ALBRIGHT CRUMBACKER MOUL & ITELL, L
Accountancy firm EIN2015-12-31521130974
2014 : 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$717,027
Total of all expenses incurred2014-12-31$165,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,730
Expenses. Certain deemed distributions of participant loans2014-12-31$6,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$586,131
Value of total assets at end of year2014-12-31$2,846,475
Value of total assets at beginning of year2014-12-31$2,294,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,469
Total interest from all sources2014-12-31$1,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$56,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$56,728
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$318,510
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$145,903
Assets. Loans (other than to participants) at end of year2014-12-31$22,482
Assets. Loans (other than to participants) at beginning of year2014-12-31$22,757
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$551,796
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,846,475
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,294,679
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$2,823,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,271,609
Interest on participant loans2014-12-31$1,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$72,906
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$121,718
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,730
Contract administrator fees2014-12-31$7,469
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 name2014-12-31ALBRIGHT CRUMBACKER MOUL & ITELL, L
Accountancy firm EIN2014-12-31521130974

Form 5500 Responses for 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC.

2022: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 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
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN FOR HOSPICE OF WASHINGTON COUNTY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG77005
Policy instance 1
Insurance contract or identification numberG77005
Number of Individuals Covered134
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG77005
Policy instance 1
Insurance contract or identification numberG77005
Number of Individuals Covered130
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG77005
Policy instance 1
Insurance contract or identification numberG77005
Number of Individuals Covered141
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $212
Total amount of fees paid to insurance companyUSD $27
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $212
Insurance broker organization code?3
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered168
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $207
Total amount of fees paid to insurance companyUSD $23
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $207
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered172
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $222
Total amount of fees paid to insurance companyUSD $23
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $222
Insurance broker organization code?3
Amount paid for insurance broker fees23
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameNEWPORT GROUP INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered144
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $187
Total amount of fees paid to insurance companyUSD $18
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $187
Insurance broker organization code?3
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameVERISIGHT, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered113
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $171
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $171
Insurance broker organization code?3
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameVERISIGHT, INC.

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