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VISITING NURSE ASSOCIATION OF MARYLAND 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF MARYLAND
Plan identification number 002

VISITING NURSE ASSOCIATION OF MARYLAND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF MARYLAND has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF MARYLAND
Employer identification number (EIN):521877696
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF MARYLAND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01ARI KRUPP
0022016-01-01ARI KRUPP
0022015-01-01ARI KRUPP
0022014-01-01ARI KRUPP
0022013-01-01ARI KRUPP
0022012-01-01ARI KRUPP
0022011-01-01ARI KRUPP
0022009-01-01ARI KRUPP ARI KRUPP2010-09-15
0022009-01-01 ARI KKRUPP2010-09-15

Plan Statistics for VISITING NURSE ASSOCIATION OF MARYLAND

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF MARYLAND

Measure Date Value
2019: VISITING NURSE ASSOCIATION OF MARYLAND 2019 401k membership
Total participants, beginning-of-year2019-01-01432
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VISITING NURSE ASSOCIATION OF MARYLAND 2018 401k membership
Total participants, beginning-of-year2018-01-01535
Total number of active participants reported on line 7a of the Form 55002018-01-01368
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01432
Number of participants with account balances2018-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: VISITING NURSE ASSOCIATION OF MARYLAND 2017 401k membership
Total participants, beginning-of-year2017-01-01479
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0150
Total of all active and inactive participants2017-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01535
Number of participants with account balances2017-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: VISITING NURSE ASSOCIATION OF MARYLAND 2016 401k membership
Total participants, beginning-of-year2016-01-01413
Total number of active participants reported on line 7a of the Form 55002016-01-01417
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01479
Number of participants with account balances2016-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: VISITING NURSE ASSOCIATION OF MARYLAND 2015 401k membership
Total participants, beginning-of-year2015-01-01444
Total number of active participants reported on line 7a of the Form 55002015-01-01354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01413
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: VISITING NURSE ASSOCIATION OF MARYLAND 2014 401k membership
Total participants, beginning-of-year2014-01-01406
Total number of active participants reported on line 7a of the Form 55002014-01-01396
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01444
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: VISITING NURSE ASSOCIATION OF MARYLAND 2013 401k membership
Total participants, beginning-of-year2013-01-01422
Total number of active participants reported on line 7a of the Form 55002013-01-01358
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01406
Number of participants with account balances2013-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: VISITING NURSE ASSOCIATION OF MARYLAND 2012 401k membership
Total participants, beginning-of-year2012-01-01413
Total number of active participants reported on line 7a of the Form 55002012-01-01363
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01422
Number of participants with account balances2012-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: VISITING NURSE ASSOCIATION OF MARYLAND 2011 401k membership
Total participants, beginning-of-year2011-01-01373
Total number of active participants reported on line 7a of the Form 55002011-01-01357
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01413
Number of participants with account balances2011-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: VISITING NURSE ASSOCIATION OF MARYLAND 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01306
Number of participants with account balances2009-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on VISITING NURSE ASSOCIATION OF MARYLAND

Measure Date Value
2019 : VISITING NURSE ASSOCIATION OF MARYLAND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$108,151
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$3,452,380
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,414,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,293,983
Value of total corrective distributions2019-12-31$17,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$788,197
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$14,070,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$103,171
Total interest from all sources2019-12-31$18,059
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$195,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$195,358
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$711,536
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$144,448
Other income not declared elsewhere2019-12-31$1,378
Administrative expenses (other) incurred2019-12-31$103,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-13,962,170
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,070,321
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,540,141
Interest on participant loans2019-12-31$4,562
Interest earned on other investments2019-12-31$13,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,385,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,449,388
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$76,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,293,983
Did the plan have assets held for investment2019-12-31No
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 PBGC2019-12-31Yes
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 name2019-12-31LUXENBERG AND BRONFIN, LLC
Accountancy firm EIN2019-12-31475158085
2018 : VISITING NURSE ASSOCIATION OF MARYLAND 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$374,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,304,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,191,242
Value of total corrective distributions2018-12-31$7,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,247,223
Value of total assets at end of year2018-12-31$14,070,321
Value of total assets at beginning of year2018-12-31$16,000,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,490
Total interest from all sources2018-12-31$19,554
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$535,659
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$535,659
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$957,542
Participant contributions at end of year2018-12-31$144,448
Participant contributions at beginning of year2018-12-31$77,241
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$190,359
Other income not declared elsewhere2018-12-31$-483
Administrative expenses (other) incurred2018-12-31$106,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,930,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,070,321
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,000,996
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$12,540,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,622,643
Interest on participant loans2018-12-31$5,565
Interest earned on other investments2018-12-31$13,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,385,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,301,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,427,655
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$99,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,191,242
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 name2018-12-31LUXENBERG AND BRONFIN, LLC
Accountancy firm EIN2018-12-31475158085
2017 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total income from all sources (including contributions)2017-12-31$3,136,021
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$700,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$605,894
Expenses. Certain deemed distributions of participant loans2017-12-31$2,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,079,492
Value of total assets at end of year2017-12-31$16,000,996
Value of total assets at beginning of year2017-12-31$13,565,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,862
Total interest from all sources2017-12-31$18,295
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$402,738
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$402,738
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$966,168
Participant contributions at end of year2017-12-31$77,241
Participant contributions at beginning of year2017-12-31$101,945
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,403
Other income not declared elsewhere2017-12-31$397
Administrative expenses (other) incurred2017-12-31$91,862
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$2,435,658
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,000,996
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,565,338
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$14,622,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,020,105
Interest on participant loans2017-12-31$3,965
Interest earned on other investments2017-12-31$14,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,301,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,443,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,635,099
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$105,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$605,894
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 name2017-12-31LUXENBERG AND BRONFIN, LLC
Accountancy firm EIN2017-12-31475158085
2016 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,411,255
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$574,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$514,412
Value of total corrective distributions2016-12-31$9,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,288,658
Value of total assets at end of year2016-12-31$13,565,338
Value of total assets at beginning of year2016-12-31$11,728,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$50,088
Total interest from all sources2016-12-31$18,321
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$339,998
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$339,998
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$891,929
Participant contributions at end of year2016-12-31$101,945
Participant contributions at beginning of year2016-12-31$201,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$303,049
Other income not declared elsewhere2016-12-31$-1,106
Administrative expenses (other) incurred2016-12-31$50,088
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$1,837,143
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,565,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,728,195
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$12,020,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,909,161
Interest on participant loans2016-12-31$6,759
Interest earned on other investments2016-12-31$11,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,443,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$617,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$765,384
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$93,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$514,412
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 name2016-12-31LUXENBERG AND BRONFIN, LLC
Accountancy firm EIN2016-12-31475158085
2015 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total income from all sources (including contributions)2015-12-31$756,356
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$628,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$617,597
Expenses. Certain deemed distributions of participant loans2015-12-31$4,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$997,658
Value of total assets at end of year2015-12-31$11,728,195
Value of total assets at beginning of year2015-12-31$11,600,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,154
Total interest from all sources2015-12-31$20,758
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$353,529
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$353,529
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$890,639
Participant contributions at end of year2015-12-31$201,238
Participant contributions at beginning of year2015-12-31$164,053
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,239
Other income not declared elsewhere2015-12-31$1,776
Administrative expenses (other) incurred2015-12-31$6,154
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$127,884
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,728,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,600,311
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$10,909,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,897,020
Interest on participant loans2015-12-31$6,943
Interest earned on other investments2015-12-31$13,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$617,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$539,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-224,300
Net investment gain/loss from pooled separate accounts2015-12-31$-393,065
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$617,597
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 name2015-12-31LUXENBERG AND BRONFIN, LLC
Accountancy firm EIN2015-12-31475158085
2014 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,752,182
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,185,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,176,535
Value of total corrective distributions2014-12-31$924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$975,699
Value of total assets at end of year2014-12-31$11,600,311
Value of total assets at beginning of year2014-12-31$11,033,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,941
Total interest from all sources2014-12-31$21,311
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$804,377
Participant contributions at end of year2014-12-31$164,053
Participant contributions at beginning of year2014-12-31$147,424
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$92,518
Administrative expenses (other) incurred2014-12-31$7,941
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$566,782
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,600,311
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,033,529
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$10,897,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,416,162
Interest on participant loans2014-12-31$5,783
Interest earned on other investments2014-12-31$15,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$539,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$469,943
Net investment gain/loss from pooled separate accounts2014-12-31$755,172
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$78,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,176,535
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 name2014-12-31KATZ & LUXENBURG
Accountancy firm EIN2014-12-31273498903
2013 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,825,522
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$613,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$605,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$979,950
Value of total assets at end of year2013-12-31$11,033,529
Value of total assets at beginning of year2013-12-31$8,821,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,410
Total interest from all sources2013-12-31$17,318
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$812,512
Participant contributions at end of year2013-12-31$147,424
Participant contributions at beginning of year2013-12-31$64,371
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$27,907
Other income not declared elsewhere2013-12-31$255
Administrative expenses (other) incurred2013-12-31$7,410
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$2,212,492
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,033,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,821,037
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$10,416,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,176,427
Interest on participant loans2013-12-31$2,791
Interest earned on other investments2013-12-31$14,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$469,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$580,239
Net investment gain/loss from pooled separate accounts2013-12-31$1,827,999
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$139,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$605,620
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 name2013-12-31KATZ & LUXENBURG
Accountancy firm EIN2013-12-31273498903
2012 : VISITING NURSE ASSOCIATION OF MARYLAND 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,874,761
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$489,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$475,164
Value of total corrective distributions2012-12-31$8,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$985,134
Value of total assets at end of year2012-12-31$8,821,037
Value of total assets at beginning of year2012-12-31$7,435,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,074
Total interest from all sources2012-12-31$19,039
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$778,916
Participant contributions at end of year2012-12-31$64,371
Participant contributions at beginning of year2012-12-31$68,739
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$72,532
Other income not declared elsewhere2012-12-31$14
Administrative expenses (other) incurred2012-12-31$6,074
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$1,385,067
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,821,037
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,435,970
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$8,176,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,845,877
Interest on participant loans2012-12-31$2,953
Interest earned on other investments2012-12-31$16,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$580,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$521,354
Net investment gain/loss from pooled separate accounts2012-12-31$870,574
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$133,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$475,164
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 name2012-12-31KATZ & LUXENBURG
Accountancy firm EIN2012-12-31273498903
2011 : VISITING NURSE ASSOCIATION OF MARYLAND 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$680,187
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$539,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$518,832
Value of total corrective distributions2011-12-31$16,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$808,013
Value of total assets at end of year2011-12-31$7,435,970
Value of total assets at beginning of year2011-12-31$7,295,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,990
Total interest from all sources2011-12-31$17,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$665,967
Participant contributions at end of year2011-12-31$68,739
Participant contributions at beginning of year2011-12-31$97,199
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,834
Other income not declared elsewhere2011-12-31$362
Administrative expenses (other) incurred2011-12-31$3,990
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$140,948
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,435,970
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,295,022
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$6,845,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,772,406
Interest on participant loans2011-12-31$3,969
Interest earned on other investments2011-12-31$13,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$521,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$425,417
Net investment gain/loss from pooled separate accounts2011-12-31$-145,947
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$114,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$518,832
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 name2011-12-31KATZ & LUXENBURG
Accountancy firm EIN2011-12-31273498903
2010 : VISITING NURSE ASSOCIATION OF MARYLAND 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$1,523,188
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$598,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$596,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$700,715
Value of total assets at end of year2010-12-31$7,295,022
Value of total assets at beginning of year2010-12-31$6,370,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,421
Total interest from all sources2010-12-31$17,348
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$590,615
Participant contributions at end of year2010-12-31$97,199
Participant contributions at beginning of year2010-12-31$89,518
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,120
Other income not declared elsewhere2010-12-31$5
Administrative expenses (other) incurred2010-12-31$2,421
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$924,738
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,295,022
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,370,284
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$6,772,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,819,101
Interest on participant loans2010-12-31$4,709
Interest earned on other investments2010-12-31$12,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$425,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$461,665
Net investment gain/loss from pooled separate accounts2010-12-31$805,120
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$84,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$596,029
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 name2010-12-31SCHIAVI, WALLACE & ROWE, PC
Accountancy firm EIN2010-12-31522018280

Form 5500 Responses for VISITING NURSE ASSOCIATION OF MARYLAND

2019: VISITING NURSE ASSOCIATION OF MARYLAND 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 filingYes
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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF MARYLAND 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: VISITING NURSE ASSOCIATION OF MARYLAND 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: VISITING NURSE ASSOCIATION OF MARYLAND 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: VISITING NURSE ASSOCIATION OF MARYLAND 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: VISITING NURSE ASSOCIATION OF MARYLAND 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
2013: VISITING NURSE ASSOCIATION OF MARYLAND 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF MARYLAND 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION OF MARYLAND 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VISITING NURSE ASSOCIATION OF MARYLAND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1192
Policy instance 1
Insurance contract or identification numberYH1192
Number of Individuals Covered0
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 $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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1192
Policy instance 1
Insurance contract or identification numberYH1192
Number of Individuals Covered432
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 $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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1192
Policy instance 1
Insurance contract or identification numberYH1192
Number of Individuals Covered535
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,711
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
Commission paid to Insurance BrokerUSD $2,711
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-09-03
Total amount of commissions paid to insurance brokerUSD $27,493
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 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 $27,493
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/JHW FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1192
Policy instance 2
Insurance contract or identification numberYH1192
Number of Individuals Covered413
Insurance policy start date2015-09-03
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,827
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 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 $8,827
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered444
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $39,603
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 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 $36,070
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered406
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,507
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 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 $34,507
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC/ JHW FINANCIA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered422
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,745
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 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 $28,745
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS INC JHW FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered413
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,689
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 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9212
Policy instance 1
Insurance contract or identification numberZH9212
Number of Individuals Covered373
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,794
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 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 $20,962
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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