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HORIZON HOUSE 403(B) PLAN 401k Plan overview

Plan NameHORIZON HOUSE 403(B) PLAN
Plan identification number 001

HORIZON HOUSE 403(B) PLAN Benefits

401k Plan TypeDefined 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HORIZON HOUSE has sponsored the creation of one or more 401k plans.

Company Name:HORIZON HOUSE
Employer identification number (EIN):910725802
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about HORIZON HOUSE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1960-12-15
Company Identification Number: 600258902
Legal Registered Office Address: 1001 4TH AVE STE 4400

SEATTLE
United States of America (USA)
981541192

More information about HORIZON HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HORIZON HOUSE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARJAN SWAN2023-10-15 MARJAN SWAN2023-10-15
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2018-10-11
0012016-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2017-10-11
0012015-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2016-10-17
0012014-01-01CHRISTINES SEYMOUR CHRISTINES SEYMOUR2015-10-13
0012013-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2014-09-09
0012012-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2013-08-09
0012011-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2012-10-15
0012009-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2010-09-29
0012009-01-01CHRISTINE SEYMOUR CHRISTINE SEYMOUR2010-09-29

Plan Statistics for HORIZON HOUSE 403(B) PLAN

401k plan membership statisitcs for HORIZON HOUSE 403(B) PLAN

Measure Date Value
2022: HORIZON HOUSE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01283
Total number of active participants reported on line 7a of the Form 55002022-01-01189
Number of retired or separated participants receiving benefits2022-01-0119
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01291
Number of participants with account balances2022-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: HORIZON HOUSE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0185
Total of all active and inactive participants2021-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01285
Number of participants with account balances2021-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: HORIZON HOUSE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01298
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0171
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: HORIZON HOUSE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01265
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01338
Number of participants with account balances2019-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: HORIZON HOUSE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01218
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01297
Total participants2018-01-01297
Number of participants with account balances2018-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: HORIZON HOUSE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01348
Total number of active participants reported on line 7a of the Form 55002017-01-01233
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01322
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: HORIZON HOUSE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01362
Total number of active participants reported on line 7a of the Form 55002016-01-01331
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01392
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: HORIZON HOUSE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01375
Number of participants with account balances2015-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: HORIZON HOUSE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01414
Total number of active participants reported on line 7a of the Form 55002014-01-01358
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01402
Number of participants with account balances2014-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: HORIZON HOUSE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01379
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: HORIZON HOUSE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01366
Total number of active participants reported on line 7a of the Form 55002012-01-01371
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01405
Number of participants with account balances2012-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: HORIZON HOUSE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01328
Total number of active participants reported on line 7a of the Form 55002011-01-01330
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01366
Number of participants with account balances2011-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: HORIZON HOUSE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01316
Total number of active participants reported on line 7a of the Form 55002009-01-01313
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01348
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on HORIZON HOUSE 403(B) PLAN

Measure Date Value
2022 : HORIZON HOUSE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$980
Total income from all sources (including contributions)2022-12-31$-910,598
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,179,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,127,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,271,440
Value of total assets at end of year2022-12-31$12,338,039
Value of total assets at beginning of year2022-12-31$14,428,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,784
Total interest from all sources2022-12-31$25,362
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$396,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$396,157
Administrative expenses professional fees incurred2022-12-31$30,282
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$854,603
Participant contributions at end of year2022-12-31$292,906
Participant contributions at beginning of year2022-12-31$244,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$980
Other income not declared elsewhere2022-12-31$1,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,089,717
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,337,330
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,427,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$21,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,243,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,231,965
Interest on participant loans2022-12-31$9,322
Interest earned on other investments2022-12-31$16,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$802,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$951,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,605,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$370,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,127,335
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLARK NUBER, PS
Accountancy firm EIN2022-12-31911194016
2021 : HORIZON HOUSE 403(B) PLAN 2021 401k financial data
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,643
Total income from all sources (including contributions)2021-12-31$2,949,946
Total of all expenses incurred2021-12-31$1,414,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,360,387
Value of total corrective distributions2021-12-31$2,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,257,143
Value of total assets at end of year2021-12-31$14,428,027
Value of total assets at beginning of year2021-12-31$12,892,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,539
Total interest from all sources2021-12-31$28,627
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$512,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$512,589
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$841,734
Participant contributions at end of year2021-12-31$244,500
Participant contributions at beginning of year2021-12-31$265,206
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$61,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,643
Other income not declared elsewhere2021-12-31$1,722
Administrative expenses (other) incurred2021-12-31$30,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,535,877
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,427,047
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,891,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,231,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,977,756
Interest on participant loans2021-12-31$11,291
Interest earned on other investments2021-12-31$17,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$951,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$649,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,149,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$354,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,360,387
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLARK NUBER, P.S.
Accountancy firm EIN2021-12-31911194016
2020 : HORIZON HOUSE 403(B) PLAN 2020 401k financial data
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,991
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,606,873
Total of all expenses incurred2020-12-31$1,368,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,318,045
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,092,955
Value of total assets at end of year2020-12-31$12,892,813
Value of total assets at beginning of year2020-12-31$11,654,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,554
Total interest from all sources2020-12-31$36,519
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$384,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$384,142
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$782,140
Participant contributions at end of year2020-12-31$265,206
Participant contributions at beginning of year2020-12-31$286,555
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,991
Other income not declared elsewhere2020-12-31$1,151
Administrative expenses (other) incurred2020-12-31$30,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,238,274
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,891,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,652,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,977,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,504,601
Interest on participant loans2020-12-31$16,642
Interest earned on other investments2020-12-31$19,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$649,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$863,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,092,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$310,308
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,318,045
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER, P.S.
Accountancy firm EIN2020-12-31911194016
2019 : HORIZON HOUSE 403(B) PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$963
Total income from all sources (including contributions)2019-12-31$3,076,666
Total of all expenses incurred2019-12-31$1,102,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,044,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,155,335
Value of total assets at end of year2019-12-31$11,654,887
Value of total assets at beginning of year2019-12-31$9,679,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,308
Total interest from all sources2019-12-31$41,039
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$325,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$325,507
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$810,642
Participant contributions at end of year2019-12-31$286,555
Participant contributions at beginning of year2019-12-31$305,412
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$516
Other income not declared elsewhere2019-12-31$1,041
Administrative expenses (other) incurred2019-12-31$32,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,974,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,652,896
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,678,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,504,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,461,355
Income. Interest from loans (other than to participants)2019-12-31$16,513
Interest earned on other investments2019-12-31$24,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$863,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$906,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,553,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$341,099
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$5,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,044,743
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$447
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER, P.S.
Accountancy firm EIN2019-12-31911194016
2018 : HORIZON HOUSE 403(B) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,716
Total income from all sources (including contributions)2018-12-31$640,221
Total of all expenses incurred2018-12-31$1,674,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,626,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,171,904
Value of total assets at end of year2018-12-31$9,679,244
Value of total assets at beginning of year2018-12-31$10,715,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,235
Total interest from all sources2018-12-31$39,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$274,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$274,645
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$833,650
Participant contributions at end of year2018-12-31$305,412
Participant contributions at beginning of year2018-12-31$353,763
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$150
Other income not declared elsewhere2018-12-31$-823
Administrative expenses (other) incurred2018-12-31$33,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,034,352
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,678,281
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,712,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,461,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,453,134
Interest on participant loans2018-12-31$16,560
Interest earned on other investments2018-12-31$22,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$906,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$908,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-844,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$335,916
Employer contributions (assets) at end of year2018-12-31$5,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,626,338
Liabilities. Value of benefit claims payable at end of year2018-12-31$447
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,566
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER, P.S.
Accountancy firm EIN2018-12-31911194016
2017 : HORIZON HOUSE 403(B) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,110
Total income from all sources (including contributions)2017-12-31$2,747,451
Total of all expenses incurred2017-12-31$1,519,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,465,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,271,406
Value of total assets at end of year2017-12-31$10,715,349
Value of total assets at beginning of year2017-12-31$9,486,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,053
Total interest from all sources2017-12-31$38,152
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$332,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$332,525
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$878,172
Participant contributions at end of year2017-12-31$353,763
Participant contributions at beginning of year2017-12-31$335,881
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,110
Administrative expenses (other) incurred2017-12-31$35,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,228,038
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,712,633
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,484,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,602
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,453,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,951,160
Interest on participant loans2017-12-31$16,422
Interest earned on other investments2017-12-31$21,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$908,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,199,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,105,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$328,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,465,360
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,566
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER, P.S.
Accountancy firm EIN2017-12-31911194016
2016 : HORIZON HOUSE 403(B) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,224
Total income from all sources (including contributions)2016-12-31$1,897,429
Total of all expenses incurred2016-12-31$3,108,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,052,613
Value of total corrective distributions2016-12-31$1,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,333,546
Value of total assets at end of year2016-12-31$9,486,705
Value of total assets at beginning of year2016-12-31$10,720,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,189
Total interest from all sources2016-12-31$37,899
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$240,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$240,633
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$926,825
Participant contributions at end of year2016-12-31$335,881
Participant contributions at beginning of year2016-12-31$335,331
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$25,224
Administrative expenses (other) incurred2016-12-31$35,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$-1,210,890
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,484,595
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,695,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,951,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,165,436
Interest on participant loans2016-12-31$16,185
Interest earned on other investments2016-12-31$21,714
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,199,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,219,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$285,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$391,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,052,613
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER, P.S.
Accountancy firm EIN2016-12-31911194016
2015 : HORIZON HOUSE 403(B) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,282
Total income from all sources (including contributions)2015-12-31$1,264,882
Total of all expenses incurred2015-12-31$1,180,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,120,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,268,429
Value of total assets at end of year2015-12-31$10,720,709
Value of total assets at beginning of year2015-12-31$10,614,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,907
Total interest from all sources2015-12-31$33,728
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$332,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$332,735
Administrative expenses professional fees incurred2015-12-31$8,900
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$858,337
Participant contributions at end of year2015-12-31$335,331
Participant contributions at beginning of year2015-12-31$340,068
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$25,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,282
Administrative expenses (other) incurred2015-12-31$30,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$84,287
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,695,485
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,611,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,165,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,142,049
Interest on participant loans2015-12-31$15,440
Interest earned on other investments2015-12-31$18,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,219,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,132,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-370,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$373,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,120,688
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK NUBER, P.S.
Accountancy firm EIN2015-12-31911194016
2014 : HORIZON HOUSE 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,791
Total income from all sources (including contributions)2014-12-31$1,844,331
Total of all expenses incurred2014-12-31$919,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$879,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,163,781
Value of total assets at end of year2014-12-31$10,614,480
Value of total assets at beginning of year2014-12-31$9,690,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,566
Total interest from all sources2014-12-31$42,110
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$328,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$328,504
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$811,148
Participant contributions at end of year2014-12-31$340,068
Participant contributions at beginning of year2014-12-31$388,651
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,791
Other income not declared elsewhere2014-12-31$642
Administrative expenses (other) incurred2014-12-31$22,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$924,992
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,611,198
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,686,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,142,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,302,346
Interest on participant loans2014-12-31$16,604
Interest earned on other investments2014-12-31$25,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,132,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$309,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$349,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$879,773
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLARK NUBER, P.S.
Accountancy firm EIN2014-12-31911194016
2013 : HORIZON HOUSE 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,942
Total income from all sources (including contributions)2013-12-31$2,418,886
Total of all expenses incurred2013-12-31$1,114,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,076,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,155,783
Value of total assets at end of year2013-12-31$9,690,997
Value of total assets at beginning of year2013-12-31$8,383,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$37,660
Total interest from all sources2013-12-31$19,296
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$346,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$346,691
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$796,569
Participant contributions at end of year2013-12-31$388,651
Participant contributions at beginning of year2013-12-31$387,153
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$17,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,942
Other income not declared elsewhere2013-12-31$571
Administrative expenses (other) incurred2013-12-31$23,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,304,604
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,686,206
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,381,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,302,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,996,391
Interest on participant loans2013-12-31$19,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$896,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$341,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,076,622
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLARK NUBER, P.S.
Accountancy firm EIN2013-12-31911194016
2012 : HORIZON HOUSE 403(B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,183
Total income from all sources (including contributions)2012-12-31$1,742,801
Total of all expenses incurred2012-12-31$215,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,002,023
Value of total assets at end of year2012-12-31$8,383,544
Value of total assets at beginning of year2012-12-31$6,855,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,324
Total interest from all sources2012-12-31$14,797
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$218,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$218,992
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$682,426
Participant contributions at end of year2012-12-31$387,153
Participant contributions at beginning of year2012-12-31$338,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,183
Administrative expenses (other) incurred2012-12-31$24,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,527,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,381,602
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,854,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,996,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,517,432
Interest on participant loans2012-12-31$14,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$506,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$319,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,452
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLARK NUBER, P.S.
Accountancy firm EIN2012-12-31911194016
2011 : HORIZON HOUSE 403(B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$498
Total income from all sources (including contributions)2011-12-31$871,032
Total of all expenses incurred2011-12-31$951,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$926,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$863,266
Value of total assets at end of year2011-12-31$6,855,760
Value of total assets at beginning of year2011-12-31$6,936,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,221
Total interest from all sources2011-12-31$15,851
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$145,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$145,655
Administrative expenses professional fees incurred2011-12-31$22,177
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$602,974
Participant contributions at end of year2011-12-31$338,328
Participant contributions at beginning of year2011-12-31$341,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$498
Administrative expenses (other) incurred2011-12-31$44
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-80,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,854,577
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,935,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,517,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,590,190
Interest on participant loans2011-12-31$15,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-153,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$260,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$926,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SWEENEY CONRAD P.S.
Accountancy firm EIN2011-12-31911301672
2010 : HORIZON HOUSE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,804
Total income from all sources (including contributions)2010-12-31$1,441,096
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$680,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$652,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$796,967
Value of total assets at end of year2010-12-31$6,936,013
Value of total assets at beginning of year2010-12-31$6,180,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,321
Total interest from all sources2010-12-31$16,658
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,241
Administrative expenses professional fees incurred2010-12-31$25,321
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$519,505
Participant contributions at end of year2010-12-31$341,856
Participant contributions at beginning of year2010-12-31$310,399
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$760,319
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,935,515
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,175,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,590,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,865,596
Interest on participant loans2010-12-31$16,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$508,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$275,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$652,456
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,034
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SWEENEY CONRAD P.S.
Accountancy firm EIN2010-12-31911301672
2009 : HORIZON HOUSE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HORIZON HOUSE 403(B) PLAN

2022: HORIZON HOUSE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HORIZON HOUSE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HORIZON HOUSE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HORIZON HOUSE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HORIZON HOUSE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HORIZON HOUSE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HORIZON HOUSE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HORIZON HOUSE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HORIZON HOUSE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HORIZON HOUSE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HORIZON HOUSE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HORIZON HOUSE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HORIZON HOUSE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered65
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered65
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered67
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered78
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916
Policy instance 1
Insurance contract or identification number808916
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916A
Policy instance 1
Insurance contract or identification number808916A
Number of Individuals Covered109
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808916A
Policy instance 1
Insurance contract or identification number808916A
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1

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