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VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN
Plan identification number 001

VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF EL PASO, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF EL PASO, INC.
Employer identification number (EIN):746087587
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-08-01SHIRLEY DORECK SHIRLEY DORECK2014-01-29
0012011-08-01JOSEPH D. WARDY JOSEPH D. WARDY2013-05-13

Plan Statistics for VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN

Measure Date Value
2012: VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-011,004
Total number of active participants reported on line 7a of the Form 55002012-08-01862
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-0179
Total of all active and inactive participants2012-08-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-01941
Number of participants with account balances2012-08-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-011,045
Total number of active participants reported on line 7a of the Form 55002011-08-01876
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0181
Total of all active and inactive participants2011-08-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-01957
Number of participants with account balances2011-08-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-014

Financial Data on VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN

Measure Date Value
2013 : VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$0
Total income from all sources (including contributions)2013-07-31$286,724
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$521,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$519,352
Value of total corrective distributions2013-07-31$1,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$173,814
Value of total assets at end of year2013-07-31$1,970,226
Value of total assets at beginning of year2013-07-31$2,204,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$0
Total interest from all sources2013-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$300,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$139,541
Participant contributions at end of year2013-07-31$4,695
Participant contributions at beginning of year2013-07-31$7,527
Assets. Other investments not covered elsewhere at end of year2013-07-31$1,965,531
Assets. Other investments not covered elsewhere at beginning of year2013-07-31$2,154,983
Income. Received or receivable in cash from other sources (including rollovers)2013-07-31$34,273
Other income not declared elsewhere2013-07-31$112,910
Administrative expenses (other) incurred2013-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$-234,500
Value of net assets at end of year (total assets less liabilities)2013-07-31$1,970,226
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$2,204,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$0
Employer contributions (assets) at beginning of year2013-07-31$42,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$519,352
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31Yes
Opinion of an independent qualified public accountant for this plan2013-07-31Disclaimer
Accountancy firm name2013-07-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2013-07-31261159690
2012 : VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$280,428
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$392,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$390,541
Value of total corrective distributions2012-07-31$1,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$222,898
Value of total assets at end of year2012-07-31$2,204,726
Value of total assets at beginning of year2012-07-31$2,316,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$0
Total interest from all sources2012-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Administrative expenses professional fees incurred2012-07-31$0
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$300,000
If this is an individual account plan, was there a blackout period2012-07-31No
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$180,682
Participant contributions at end of year2012-07-31$7,527
Participant contributions at beginning of year2012-07-31$15,274
Assets. Other investments not covered elsewhere at end of year2012-07-31$2,154,983
Assets. Other investments not covered elsewhere at beginning of year2012-07-31$2,258,051
Income. Received or receivable in cash from other sources (including rollovers)2012-07-31$0
Other income not declared elsewhere2012-07-31$57,530
Administrative expenses (other) incurred2012-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$-111,591
Value of net assets at end of year (total assets less liabilities)2012-07-31$2,204,726
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$2,316,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$42,216
Employer contributions (assets) at end of year2012-07-31$42,216
Employer contributions (assets) at beginning of year2012-07-31$42,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$390,541
Contract administrator fees2012-07-31$0
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31Yes
Opinion of an independent qualified public accountant for this plan2012-07-31Disclaimer
Accountancy firm name2012-07-31GIBSON RUDDOCK PATTERSON LLC
Accountancy firm EIN2012-07-31261159690

Form 5500 Responses for VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN

2012: VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION (VNA) OF EL PASO, INC 403 (B) RETIREMENT PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK2023A
Policy instance 1
Insurance contract or identification numberK2023A
Number of Individuals Covered181
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $14,417
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,417
Insurance broker organization code?3
Insurance broker nameMORMAC BROKERAGE AGENCY, INC.
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK2023A
Policy instance 1
Insurance contract or identification numberK2023A
Number of Individuals Covered211
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,188
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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