401k Plan data: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN plan

HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN
Plan identification number	002

HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HEBREW SENIORLIFE has sponsored the creation of one or more 401k plans.

Company Name: HEBREW SENIORLIFE

Employer identification number (EIN): 900183119

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ERIN MESSIER DEB LEMMERMAN 2018-10-04
002 2016-01-01 ERIN MESSIER
002 2015-01-01 CHRISTINE GOULD
002 2014-01-01 CHRISTINE GOULD
002 2013-01-01 CHRISTINE GOULD
002 2012-01-01 LORRAINE WITUNSKI

Plan Statistics for HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3,012
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,315
Number of retired or separated participants receiving benefits 2022-01-01 49
Number of other retired or separated participants entitled to future benefits 2022-01-01 510
Total of all active and inactive participants 2022-01-01 2,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 13
Total participants 2022-01-01 2,887
Number of participants with account balances 2022-01-01 2,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,211
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,471
Number of retired or separated participants receiving benefits 2021-01-01 43
Number of other retired or separated participants entitled to future benefits 2021-01-01 488
Total of all active and inactive participants 2021-01-01 3,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 10
Total participants 2021-01-01 3,012
Number of participants with account balances 2021-01-01 2,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,032
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,703
Number of retired or separated participants receiving benefits 2020-01-01 32
Number of other retired or separated participants entitled to future benefits 2020-01-01 468
Total of all active and inactive participants 2020-01-01 3,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 8
Total participants 2020-01-01 3,211
Number of participants with account balances 2020-01-01 2,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,955
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,572
Number of retired or separated participants receiving benefits 2019-01-01 30
Number of other retired or separated participants entitled to future benefits 2019-01-01 423
Total of all active and inactive participants 2019-01-01 3,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 7
Total participants 2019-01-01 3,032
Number of participants with account balances 2019-01-01 2,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,937
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,549
Number of retired or separated participants receiving benefits 2018-01-01 30
Number of other retired or separated participants entitled to future benefits 2018-01-01 367
Total of all active and inactive participants 2018-01-01 2,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 9
Total participants 2018-01-01 2,955
Number of participants with account balances 2018-01-01 2,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,930
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,515
Number of retired or separated participants receiving benefits 2017-01-01 27
Number of other retired or separated participants entitled to future benefits 2017-01-01 385
Total of all active and inactive participants 2017-01-01 2,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 10
Total participants 2017-01-01 2,937
Number of participants with account balances 2017-01-01 2,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,905
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,611
Number of retired or separated participants receiving benefits 2016-01-01 27
Number of other retired or separated participants entitled to future benefits 2016-01-01 285
Total of all active and inactive participants 2016-01-01 2,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 2,930
Number of participants with account balances 2016-01-01 1,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,720
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,538
Number of retired or separated participants receiving benefits 2015-01-01 27
Number of other retired or separated participants entitled to future benefits 2015-01-01 334
Total of all active and inactive participants 2015-01-01 2,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 6
Total participants 2015-01-01 2,905
Number of participants with account balances 2015-01-01 1,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,797
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,372
Number of retired or separated participants receiving benefits 2014-01-01 29
Number of other retired or separated participants entitled to future benefits 2014-01-01 318
Total of all active and inactive participants 2014-01-01 2,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 2,720
Number of participants with account balances 2014-01-01 1,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,819
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,524
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 272
Total of all active and inactive participants 2013-01-01 2,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 2,797
Number of participants with account balances 2013-01-01 1,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,699
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,416
Number of retired or separated participants receiving benefits 2012-01-01 20
Number of other retired or separated participants entitled to future benefits 2012-01-01 375
Total of all active and inactive participants 2012-01-01 2,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 8
Total participants 2012-01-01 2,819
Number of participants with account balances 2012-01-01 1,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3,012
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,315
Number of retired or separated participants receiving benefits	2022-01-01	49
Number of other retired or separated participants entitled to future benefits	2022-01-01	510
Total of all active and inactive participants	2022-01-01	2,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	13
Total participants	2022-01-01	2,887
Number of participants with account balances	2022-01-01	2,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,211
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,471
Number of retired or separated participants receiving benefits	2021-01-01	43
Number of other retired or separated participants entitled to future benefits	2021-01-01	488
Total of all active and inactive participants	2021-01-01	3,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	10
Total participants	2021-01-01	3,012
Number of participants with account balances	2021-01-01	2,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,032
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,703
Number of retired or separated participants receiving benefits	2020-01-01	32
Number of other retired or separated participants entitled to future benefits	2020-01-01	468
Total of all active and inactive participants	2020-01-01	3,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	8
Total participants	2020-01-01	3,211
Number of participants with account balances	2020-01-01	2,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,955
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,572
Number of retired or separated participants receiving benefits	2019-01-01	30
Number of other retired or separated participants entitled to future benefits	2019-01-01	423
Total of all active and inactive participants	2019-01-01	3,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	3,032
Number of participants with account balances	2019-01-01	2,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,937
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,549
Number of retired or separated participants receiving benefits	2018-01-01	30
Number of other retired or separated participants entitled to future benefits	2018-01-01	367
Total of all active and inactive participants	2018-01-01	2,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	9
Total participants	2018-01-01	2,955
Number of participants with account balances	2018-01-01	2,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,930
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,515
Number of retired or separated participants receiving benefits	2017-01-01	27
Number of other retired or separated participants entitled to future benefits	2017-01-01	385
Total of all active and inactive participants	2017-01-01	2,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	10
Total participants	2017-01-01	2,937
Number of participants with account balances	2017-01-01	2,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,905
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,611
Number of retired or separated participants receiving benefits	2016-01-01	27
Number of other retired or separated participants entitled to future benefits	2016-01-01	285
Total of all active and inactive participants	2016-01-01	2,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	2,930
Number of participants with account balances	2016-01-01	1,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,720
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,538
Number of retired or separated participants receiving benefits	2015-01-01	27
Number of other retired or separated participants entitled to future benefits	2015-01-01	334
Total of all active and inactive participants	2015-01-01	2,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	6
Total participants	2015-01-01	2,905
Number of participants with account balances	2015-01-01	1,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,797
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,372
Number of retired or separated participants receiving benefits	2014-01-01	29
Number of other retired or separated participants entitled to future benefits	2014-01-01	318
Total of all active and inactive participants	2014-01-01	2,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	2,720
Number of participants with account balances	2014-01-01	1,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,819
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,524
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	272
Total of all active and inactive participants	2013-01-01	2,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	2,797
Number of participants with account balances	2013-01-01	1,365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,699
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,416
Number of retired or separated participants receiving benefits	2012-01-01	20
Number of other retired or separated participants entitled to future benefits	2012-01-01	375
Total of all active and inactive participants	2012-01-01	2,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	8
Total participants	2012-01-01	2,819
Number of participants with account balances	2012-01-01	1,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-11,101,235
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,821,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,383,188
Expenses. Certain deemed distributions of participant loans	2022-12-31	$119,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$10,585,919
Value of total assets at end of year	2022-12-31	$122,479,212
Value of total assets at beginning of year	2022-12-31	$144,401,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$318,126
Total interest from all sources	2022-12-31	$361,789
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,845,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,845,504
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$9,850,348
Participant contributions at end of year	2022-12-31	$1,425,360
Participant contributions at beginning of year	2022-12-31	$1,407,942
Participant contributions at end of year	2022-12-31	$286,264
Participant contributions at beginning of year	2022-12-31	$300,193
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$544,893
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$804,560
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$735,571
Other income not declared elsewhere	2022-12-31	$-12,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-21,922,440
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$122,479,212
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$144,401,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$50,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$103,706,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$126,416,696
Value of interest in pooled separate accounts at end of year	2022-12-31	$77,865
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$76,227
Interest on participant loans	2022-12-31	$66,764
Interest earned on other investments	2022-12-31	$295,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$16,438,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,396,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-25,888,333
Net investment gain/loss from pooled separate accounts	2022-12-31	$6,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,383,188
Contract administrator fees	2022-12-31	$268,030
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$25,539,476
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,064,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$6,716,642
Expenses. Certain deemed distributions of participant loans	2021-12-31	$64,304
Value of total corrective distributions	2021-12-31	$635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,659,561
Value of total assets at end of year	2021-12-31	$144,401,652
Value of total assets at beginning of year	2021-12-31	$125,926,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$283,112
Total interest from all sources	2021-12-31	$347,557
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$4,529,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$4,529,415
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$9,187,810
Participant contributions at end of year	2021-12-31	$1,407,942
Participant contributions at beginning of year	2021-12-31	$1,356,692
Participant contributions at end of year	2021-12-31	$300,193
Participant contributions at beginning of year	2021-12-31	$302,031
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$804,560
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$619,458
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$471,751
Other income not declared elsewhere	2021-12-31	$51,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$18,474,783
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$144,401,652
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$125,926,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$11,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$126,416,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$107,675,643
Value of interest in pooled separate accounts at end of year	2021-12-31	$76,227
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$68,165
Interest on participant loans	2021-12-31	$72,771
Interest earned on other investments	2021-12-31	$274,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,396,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$15,904,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$10,677,331
Net investment gain/loss from pooled separate accounts	2021-12-31	$274,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$6,716,642
Contract administrator fees	2021-12-31	$271,912
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$26,345,632
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,438,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,224,940
Expenses. Certain deemed distributions of participant loans	2020-12-31	$41,233
Value of total corrective distributions	2020-12-31	$682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$10,079,989
Value of total assets at end of year	2020-12-31	$125,926,869
Value of total assets at beginning of year	2020-12-31	$106,019,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$171,617
Total interest from all sources	2020-12-31	$414,865
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,546,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,546,520
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$8,957,349
Participant contributions at end of year	2020-12-31	$1,356,692
Participant contributions at beginning of year	2020-12-31	$1,383,240
Participant contributions at end of year	2020-12-31	$302,031
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$619,458
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$603,411
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,122,640
Other income not declared elsewhere	2020-12-31	$66,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$19,907,160
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$125,926,869
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$106,019,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$107,675,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$89,617,575
Value of interest in pooled separate accounts at end of year	2020-12-31	$68,165
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$68,505
Interest on participant loans	2020-12-31	$75,976
Interest earned on other investments	2020-12-31	$338,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$15,904,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$14,346,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$12,238,673
Net investment gain/loss from pooled separate accounts	2020-12-31	$-574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,224,940
Contract administrator fees	2020-12-31	$171,617
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$29,595,749
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,018,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,711,526
Expenses. Certain deemed distributions of participant loans	2019-12-31	$65,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$13,128,510
Value of total assets at end of year	2019-12-31	$106,019,709
Value of total assets at beginning of year	2019-12-31	$83,442,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$240,874
Total interest from all sources	2019-12-31	$424,457
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,308,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,308,574
Administrative expenses professional fees incurred	2019-12-31	$42,167
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$7,985,015
Participant contributions at end of year	2019-12-31	$1,383,240
Participant contributions at beginning of year	2019-12-31	$1,354,588
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$603,411
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$611,472
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$5,143,495
Other income not declared elsewhere	2019-12-31	$46,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$22,577,447
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$106,019,709
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$83,442,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,093
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$89,617,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$68,148,903
Value of interest in pooled separate accounts at end of year	2019-12-31	$68,505
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$78,232
Interest on participant loans	2019-12-31	$73,608
Interest earned on other investments	2019-12-31	$350,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$14,346,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,249,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$13,683,674
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,711,526
Contract administrator fees	2019-12-31	$196,614
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2019-12-31	043499945
2018 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$5,258,296
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$8,188,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,895,745
Expenses. Certain deemed distributions of participant loans	2018-12-31	$76,441
Value of total corrective distributions	2018-12-31	$1,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$9,047,748
Value of total assets at end of year	2018-12-31	$83,442,262
Value of total assets at beginning of year	2018-12-31	$86,372,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$215,336
Total interest from all sources	2018-12-31	$371,633
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,550,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,550,675
Administrative expenses professional fees incurred	2018-12-31	$19,195
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$7,342,913
Participant contributions at end of year	2018-12-31	$1,354,588
Participant contributions at beginning of year	2018-12-31	$1,147,515
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$611,472
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$590,746
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,704,835
Other income not declared elsewhere	2018-12-31	$7,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,930,323
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$83,442,262
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$86,372,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$68,148,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$71,244,347
Value of interest in pooled separate accounts at end of year	2018-12-31	$78,232
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$79,627
Interest on participant loans	2018-12-31	$62,396
Interest earned on other investments	2018-12-31	$309,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,249,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$13,310,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,722,884
Net investment gain/loss from pooled separate accounts	2018-12-31	$3,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,895,745
Contract administrator fees	2018-12-31	$194,512
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2018-12-31	043499945
2017 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$19,851,252
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,048,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,813,811
Expenses. Certain deemed distributions of participant loans	2017-12-31	$42,468
Value of total corrective distributions	2017-12-31	$48
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$8,781,376
Value of total assets at end of year	2017-12-31	$86,372,585
Value of total assets at beginning of year	2017-12-31	$72,570,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$192,476
Total interest from all sources	2017-12-31	$329,054
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,243,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,243,326
Administrative expenses professional fees incurred	2017-12-31	$10,275
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$6,742,712
Participant contributions at end of year	2017-12-31	$1,147,515
Participant contributions at beginning of year	2017-12-31	$996,080
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$590,746
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$604,333
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,038,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$45,209
Administrative expenses (other) incurred	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$13,802,449
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$86,372,585
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$72,570,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$1,283
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$71,244,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$57,707,379
Value of interest in pooled separate accounts at end of year	2017-12-31	$79,627
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$117,373
Interest on participant loans	2017-12-31	$46,479
Interest earned on other investments	2017-12-31	$282,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$13,310,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$13,144,971
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$8,447,940
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,813,811
Contract administrator fees	2017-12-31	$180,918
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2017-12-31	043499945
2016 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$12,450,689
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,944,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,784,803
Expenses. Certain deemed distributions of participant loans	2016-12-31	$-20,325
Value of total corrective distributions	2016-12-31	$127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$7,394,652
Value of total assets at end of year	2016-12-31	$72,570,136
Value of total assets at beginning of year	2016-12-31	$66,063,768
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$179,716
Total interest from all sources	2016-12-31	$306,907
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,469,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,469,948
Administrative expenses professional fees incurred	2016-12-31	$8,475
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$6,123,015
Participant contributions at end of year	2016-12-31	$996,080
Participant contributions at beginning of year	2016-12-31	$881,331
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$604,333
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$496,433
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,269,760
Other income not declared elsewhere	2016-12-31	$37,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$6,506,368
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$72,570,136
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$66,063,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$9,962
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$57,707,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$51,451,046
Value of interest in pooled separate accounts at end of year	2016-12-31	$117,373
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$109,760
Interest on participant loans	2016-12-31	$38,275
Interest earned on other investments	2016-12-31	$268,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,144,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,125,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,235,569
Net investment gain/loss from pooled separate accounts	2016-12-31	$5,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,784,803
Contract administrator fees	2016-12-31	$161,279
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2016-12-31	043499945
2015 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$2,507,241
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	$7,694,942
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,896,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,563,814
Expenses. Certain deemed distributions of participant loans	2015-12-31	$130,659
Value of total corrective distributions	2015-12-31	$180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,664,613
Value of total assets at end of year	2015-12-31	$66,063,768
Value of total assets at beginning of year	2015-12-31	$61,757,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$201,573
Total interest from all sources	2015-12-31	$313,054
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,742,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,742,458
Administrative expenses professional fees incurred	2015-12-31	$5,375
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$5,738,244
Participant contributions at end of year	2015-12-31	$881,331
Participant contributions at beginning of year	2015-12-31	$931,433
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$496,433
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$715,082
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,926,369
Other income not declared elsewhere	2015-12-31	$21,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,798,716
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$66,063,768
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$61,757,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$20,030
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$51,451,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$47,873,153
Value of interest in pooled separate accounts at end of year	2015-12-31	$109,760
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$37,607
Interest earned on other investments	2015-12-31	$275,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,125,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$12,238,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,054,657
Net investment gain/loss from pooled separate accounts	2015-12-31	$8,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$5,563,814
Contract administrator fees	2015-12-31	$176,168
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$9,578,503
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,675,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,454,887
Expenses. Certain deemed distributions of participant loans	2014-12-31	$43,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,842,888
Value of total assets at end of year	2014-12-31	$61,757,811
Value of total assets at beginning of year	2014-12-31	$55,855,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$177,022
Total interest from all sources	2014-12-31	$387,306
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,412,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,412,095
Administrative expenses professional fees incurred	2014-12-31	$10,250
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$5,184,551
Participant contributions at end of year	2014-12-31	$931,433
Participant contributions at beginning of year	2014-12-31	$775,096
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$715,082
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$670,978
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$658,337
Other income not declared elsewhere	2014-12-31	$50,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,902,765
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$61,757,811
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$55,855,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$4,375
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$47,873,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$42,162,663
Interest on participant loans	2014-12-31	$35,274
Interest earned on other investments	2014-12-31	$352,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$12,238,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$12,246,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,886,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,454,887
Contract administrator fees	2014-12-31	$162,397
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$13,026,449
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,166,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,992,717
Expenses. Certain deemed distributions of participant loans	2013-12-31	$67,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,975,136
Value of total assets at end of year	2013-12-31	$55,855,046
Value of total assets at beginning of year	2013-12-31	$49,994,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$106,080
Total interest from all sources	2013-12-31	$60,244
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,275,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,275,872
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$4,698,319
Participant contributions at end of year	2013-12-31	$775,096
Participant contributions at beginning of year	2013-12-31	$718,814
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$30,176
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$670,978
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$757,878
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$275,069
Other income not declared elsewhere	2013-12-31	$85,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,860,406
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$55,855,046
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$49,994,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$42,162,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$35,608,486
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$12,877,344
Interest on participant loans	2013-12-31	$32,528
Interest earned on other investments	2013-12-31	$27,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$12,246,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,813,778
Net investment gain/loss from pooled separate accounts	2013-12-31	$-183,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,992,717
Contract administrator fees	2013-12-31	$106,080
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$9,939,377
Total of all expenses incurred	2012-12-31	$5,265,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,179,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,993,110
Value of total assets at end of year	2012-12-31	$49,994,640
Value of total assets at beginning of year	2012-12-31	$45,320,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$86,434
Total interest from all sources	2012-12-31	$28,670
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$790,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$790,615
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,485,530
Participant contributions at end of year	2012-12-31	$718,814
Participant contributions at beginning of year	2012-12-31	$560,477
Participant contributions at end of year	2012-12-31	$30,176
Participant contributions at beginning of year	2012-12-31	$13,582
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$757,878
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$349,702
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$507,580
Other income not declared elsewhere	2012-12-31	$87,856
Administrative expenses (other) incurred	2012-12-31	$86,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,673,715
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$49,994,640
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$45,320,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$35,608,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$31,969,079
Value of interest in pooled separate accounts at end of year	2012-12-31	$12,877,344
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$12,426,153
Interest on participant loans	2012-12-31	$28,660
Interest earned on other investments	2012-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,931,943
Net investment gain/loss from pooled separate accounts	2012-12-31	$107,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,179,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2012-12-31	043499945

Form 5500 Responses for HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN

2022: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEBREW SENIORLIFE EMPLOYEE SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719 007

Policy instance

Insurance contract or identification number	893719 007
Number of Individuals Covered	515
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	35
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719 007

Policy instance

Insurance contract or identification number	893719 007
Number of Individuals Covered	531
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	37
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719 007

Policy instance

Insurance contract or identification number	893719 007
Number of Individuals Covered	558
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	39
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719 007

Policy instance

Insurance contract or identification number	893719 007
Number of Individuals Covered	569
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893718+007

Policy instance

Insurance contract or identification number	893718+007
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719+007

Policy instance

Insurance contract or identification number	893719+007
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	39
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	44
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719+007

Policy instance

Insurance contract or identification number	893719+007
Number of Individuals Covered	379
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893718+007

Policy instance

Insurance contract or identification number	893718+007
Number of Individuals Covered	494
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

334327

Policy instance

Insurance contract or identification number	334327
Number of Individuals Covered	51
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893718+007

Policy instance

Insurance contract or identification number	893718+007
Number of Individuals Covered	531
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893719+007

Policy instance

Insurance contract or identification number	893719+007
Number of Individuals Covered	376
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	HEBREW SENIORLIFE
Employer identification number (EIN):	900183119
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities