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CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 401k Plan overview

Plan NameCENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN
Plan identification number 001

CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

CENTRAL COAST VNA & HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL COAST VNA & HOSPICE, INC.
Employer identification number (EIN):941205572
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SANDY CHAMBERLAIN2023-10-09
0012021-01-01SANDY CHAMBERLAIN2022-10-17 SANDY CHAMBERLAIN2022-10-17
0012021-01-01SANDY CHAMBERLAIN2023-01-25
0012020-01-01SANDY CHAMBERLAIN2021-10-26
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JANE RUSSO
0012016-01-01KIMBERLY MARLAR
0012015-01-01SANDY CHAMBERLAIN
0012014-01-01BARBARA GRUBER
0012013-01-01BARBARA E. GRUBER
0012012-01-01BARBARA E. GRUBER
0012011-01-01BARBARA E. GRUBER
0012010-01-01BARBARA E. GRUBER
0012009-01-01BARBARA E. GRUBER

Plan Statistics for CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

401k plan membership statisitcs for CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

Measure Date Value
2022: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01425
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01214
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01419
Number of participants with account balances2022-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01465
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-01165
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01425
Number of participants with account balances2021-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01476
Total number of active participants reported on line 7a of the Form 55002020-01-01235
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-01222
Total of all active and inactive participants2020-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01469
Number of participants with account balances2020-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01454
Total number of active participants reported on line 7a of the Form 55002019-01-01220
Number of other retired or separated participants entitled to future benefits2019-01-01238
Total of all active and inactive participants2019-01-01458
Total participants2019-01-01458
Number of participants with account balances2019-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of other retired or separated participants entitled to future benefits2018-01-01237
Total of all active and inactive participants2018-01-01457
Total participants2018-01-01457
Number of participants with account balances2018-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01443
Total number of active participants reported on line 7a of the Form 55002017-01-01232
Total of all active and inactive participants2017-01-01232
Total participants2017-01-01232
Number of participants with account balances2017-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01426
Total number of active participants reported on line 7a of the Form 55002016-01-01279
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01438
Number of participants with account balances2016-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01227
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01261
Total participants2015-01-01261
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01392
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01412
Number of participants with account balances2014-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01353
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of other retired or separated participants entitled to future benefits2013-01-01199
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01332
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01180
Total of all active and inactive participants2012-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01338
Number of participants with account balances2012-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01368
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01328
Number of participants with account balances2011-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01326
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01153
Total of all active and inactive participants2010-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01363
Number of participants with account balances2010-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01311
Total number of active participants reported on line 7a of the Form 55002009-01-01199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01315
Total participants2009-01-01315

Financial Data on CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

Measure Date Value
2022 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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$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$756,152
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,154,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,126,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,001,970
Value of total assets at end of year2022-12-31$11,777,753
Value of total assets at beginning of year2022-12-31$12,176,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,296
Total interest from all sources2022-12-31$31,899
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$810,237
Participant contributions at end of year2022-12-31$130,669
Participant contributions at beginning of year2022-12-31$98,083
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$739,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$2,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-398,707
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,777,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,176,460
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$28,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,031,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,304,658
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$7,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,614,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,772,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,280,544
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$452,035
Employer contributions (assets) at end of year2022-12-31$1,360
Employer contributions (assets) at beginning of year2022-12-31$1,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,126,563
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 name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$2,704,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$713,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$686,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,505,107
Value of total assets at end of year2021-12-31$12,176,460
Value of total assets at beginning of year2021-12-31$10,185,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,268
Total interest from all sources2021-12-31$7,834
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$880,459
Participant contributions at end of year2021-12-31$141,906
Participant contributions at beginning of year2021-12-31$159,344
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$110,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,990,738
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,176,460
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,185,722
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$27,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,100,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,949,766
Value of interest in pooled separate accounts at end of year2021-12-31$2,198,182
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$7,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$213,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$213,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,728,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,855,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,191,280
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$513,928
Employer contributions (assets) at end of year2021-12-31$1,360
Employer contributions (assets) at beginning of year2021-12-31$7,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$686,215
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,568,309
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,028,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,004,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,753,691
Value of total assets at end of year2020-12-31$10,185,722
Value of total assets at beginning of year2020-12-31$9,645,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,713
Total interest from all sources2020-12-31$8,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$191,012
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$191,012
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$731,372
Participant contributions at end of year2020-12-31$159,344
Participant contributions at beginning of year2020-12-31$206,250
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$538,713
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,961
Administrative expenses (other) incurred2020-12-31$23,713
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$539,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,185,722
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,645,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,949,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,785,231
Interest on participant loans2020-12-31$8,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$213,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$215,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$215,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,855,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,439,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$614,690
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$483,606
Employer contributions (assets) at end of year2020-12-31$7,472
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$2,002,806
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 name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,285,237
Total income from all sources (including contributions)2019-12-31$2,285,237
Total of all expenses incurred2019-12-31$1,699,853
Total of all expenses incurred2019-12-31$1,699,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,671,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,671,295
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$355
Value of total corrective distributions2019-12-31$355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,112,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,112,564
Value of total assets at end of year2019-12-31$9,645,893
Value of total assets at end of year2019-12-31$9,645,893
Value of total assets at beginning of year2019-12-31$9,060,509
Value of total assets at beginning of year2019-12-31$9,060,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,203
Total interest from all sources2019-12-31$94,199
Total interest from all sources2019-12-31$94,199
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$202,057
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$202,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$202,057
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$202,057
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$713,602
Contributions received from participants2019-12-31$713,602
Participant contributions at end of year2019-12-31$206,250
Participant contributions at end of year2019-12-31$206,250
Participant contributions at beginning of year2019-12-31$181,290
Participant contributions at beginning of year2019-12-31$181,290
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$585,384
Value of net income/loss2019-12-31$585,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,645,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,645,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,060,509
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,060,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,785,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,785,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,392,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,392,328
Interest on participant loans2019-12-31$8,903
Interest on participant loans2019-12-31$8,903
Interest earned on other investments2019-12-31$85,296
Interest earned on other investments2019-12-31$85,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$215,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$221,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$221,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$221,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$221,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,439,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,439,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,265,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,265,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$876,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$876,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$398,962
Contributions received in cash from employer2019-12-31$398,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,671,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,671,295
Contract administrator fees2019-12-31$28,203
Contract administrator fees2019-12-31$28,203
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BPM LLP
Accountancy firm name2019-12-31BPM LLP
Accountancy firm EIN2019-12-31814234542
Accountancy firm EIN2019-12-31814234542
2018 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$767,691
Total of all expenses incurred2018-12-31$1,591,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,562,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,057,591
Value of total assets at end of year2018-12-31$9,060,509
Value of total assets at beginning of year2018-12-31$9,884,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,362
Total interest from all sources2018-12-31$90,159
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$236,516
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$236,516
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$629,190
Participant contributions at end of year2018-12-31$181,290
Participant contributions at beginning of year2018-12-31$205,150
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-823,494
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,060,509
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,884,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,392,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,137,394
Interest on participant loans2018-12-31$9,193
Interest earned on other investments2018-12-31$80,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$221,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$272,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$272,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,265,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,268,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-616,575
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$372,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,562,823
Contract administrator fees2018-12-31$28,362
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 name2018-12-31BPM LLP
Accountancy firm EIN2018-12-31814234542
2017 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,838,160
Total of all expenses incurred2017-12-31$451,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$425,533
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,000,086
Value of total assets at end of year2017-12-31$9,884,003
Value of total assets at beginning of year2017-12-31$8,497,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,851
Total interest from all sources2017-12-31$86,351
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$167,465
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$167,465
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$561,578
Participant contributions at end of year2017-12-31$205,150
Participant contributions at beginning of year2017-12-31$191,575
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$92,108
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,386,776
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,884,003
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,497,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,137,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,997,678
Interest on participant loans2017-12-31$8,554
Interest earned on other investments2017-12-31$77,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$272,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$307,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$307,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,268,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,000,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$584,258
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$346,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$425,533
Contract administrator fees2017-12-31$25,851
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 name2017-12-31BURR PILGER MAYER INC
Accountancy firm EIN2017-12-31263839190
2016 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,303,130
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$269,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$249,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$826,029
Value of total assets at end of year2016-12-31$8,497,227
Value of total assets at beginning of year2016-12-31$7,463,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,909
Total interest from all sources2016-12-31$76,227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,622
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$92,622
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$483,917
Participant contributions at end of year2016-12-31$191,575
Participant contributions at beginning of year2016-12-31$178,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,033,275
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,497,227
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,463,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,997,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,441,009
Interest on participant loans2016-12-31$7,072
Interest earned on other investments2016-12-31$69,155
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$307,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$353,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$353,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,000,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,491,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$308,252
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$342,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$249,946
Contract administrator fees2016-12-31$19,909
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 name2016-12-31BPM LLP
Accountancy firm EIN2016-12-31814234542
2015 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$779,566
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,041,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,026,091
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$751,457
Value of total assets at end of year2015-12-31$7,463,952
Value of total assets at beginning of year2015-12-31$7,726,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,586
Total interest from all sources2015-12-31$73,120
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,246
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$60,246
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$437,845
Participant contributions at end of year2015-12-31$178,439
Participant contributions at beginning of year2015-12-31$223,150
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$4,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-262,111
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,463,952
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,726,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,441,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,595,533
Interest on participant loans2015-12-31$7,227
Interest earned on other investments2015-12-31$65,893
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$353,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$408,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$408,528
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$2,491,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,498,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-105,257
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$313,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,026,091
Contract administrator fees2015-12-31$11,585
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 name2015-12-31BURR PILGER MAYER, INC
Accountancy firm EIN2015-12-31263839190
2014 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,011,607
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$562,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$551,437
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$667,076
Value of total assets at end of year2014-12-31$7,726,064
Value of total assets at beginning of year2014-12-31$7,276,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,987
Total interest from all sources2014-12-31$74,336
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$28,375
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$28,375
Was this plan covered by a fidelity bond2014-12-31Yes
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$396,132
Participant contributions at end of year2014-12-31$223,150
Participant contributions at beginning of year2014-12-31$187,804
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,323
Administrative expenses (other) incurred2014-12-31$327
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$449,183
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,726,064
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,276,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,595,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,912,430
Interest on participant loans2014-12-31$7,619
Interest earned on other investments2014-12-31$66,717
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2,620,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$408,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$555,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$555,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,498,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$241,820
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$248,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$551,437
Contract administrator fees2014-12-31$10,660
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 name2014-12-31BURR PILGER MAYER INC
Accountancy firm EIN2014-12-31263839190
2013 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,677,001
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,038,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,028,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$761,182
Value of total assets at end of year2013-12-31$7,276,881
Value of total assets at beginning of year2013-12-31$7,638,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,575
Total interest from all sources2013-12-31$78,628
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$417,397
Participant contributions at end of year2013-12-31$187,804
Participant contributions at beginning of year2013-12-31$265,499
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$94,960
Administrative expenses (other) incurred2013-12-31$9,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-361,145
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,276,881
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,638,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,912,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,916,496
Value of interest in common/collective trusts at end of year2013-12-31$2,620,943
Value of interest in common/collective trusts at beginning of year2013-12-31$2,948,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$555,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$507,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$507,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$78,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$837,191
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$248,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,028,571
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 name2013-12-31BURR PILGER MAYER INC.
Accountancy firm EIN2013-12-31263839190
2012 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,576,366
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$424,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$418,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,006,613
Value of total assets at end of year2012-12-31$7,638,026
Value of total assets at beginning of year2012-12-31$6,486,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,628
Total interest from all sources2012-12-31$82,719
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$471,883
Participant contributions at end of year2012-12-31$265,499
Participant contributions at beginning of year2012-12-31$243,566
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$297,374
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$1,151,598
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,638,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,486,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,916,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,171,399
Value of interest in common/collective trusts at end of year2012-12-31$2,948,376
Value of interest in common/collective trusts at beginning of year2012-12-31$2,561,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$507,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$499,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$499,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$82,719
Net investment gain or loss from common/collective trusts2012-12-31$487,034
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$237,356
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$10,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$418,140
Contract administrator fees2012-12-31$6,628
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 name2012-12-31BURR PILGER MAYER INC.
Accountancy firm EIN2012-12-31263839190
2011 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$784,745
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$822,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$816,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$768,120
Value of total assets at end of year2011-12-31$6,486,428
Value of total assets at beginning of year2011-12-31$6,524,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,908
Total interest from all sources2011-12-31$8,681
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,322
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$74,322
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$456,251
Participant contributions at end of year2011-12-31$243,566
Participant contributions at beginning of year2011-12-31$262,249
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,032
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$82,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-38,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,486,428
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,524,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,171,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,343,132
Income. Interest from loans (other than to participants)2011-12-31$8,681
Value of interest in common/collective trusts at end of year2011-12-31$2,561,268
Value of interest in common/collective trusts at beginning of year2011-12-31$2,417,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$499,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$490,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$490,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-66,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$229,741
Employer contributions (assets) at end of year2011-12-31$10,329
Employer contributions (assets) at beginning of year2011-12-31$10,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$816,883
Contract administrator fees2011-12-31$5,908
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURR PILGER MAYER INC.
Accountancy firm EIN2011-12-31263839190
2010 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,211,749
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$885,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$880,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$694,049
Value of total assets at end of year2010-12-31$6,524,474
Value of total assets at beginning of year2010-12-31$6,197,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,677
Total interest from all sources2010-12-31$9,277
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$445,635
Participant contributions at end of year2010-12-31$262,249
Participant contributions at beginning of year2010-12-31$222,763
Participant contributions at end of year2010-12-31$1,032
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,693
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$326,704
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,524,474
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,197,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,343,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,798,526
Interest on participant loans2010-12-31$9,277
Value of interest in common/collective trusts at end of year2010-12-31$2,417,174
Value of interest in common/collective trusts at beginning of year2010-12-31$2,794,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$490,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$364,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$364,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$422,310
Net investment gain or loss from common/collective trusts2010-12-31$86,113
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$236,721
Employer contributions (assets) at end of year2010-12-31$10,265
Employer contributions (assets) at beginning of year2010-12-31$17,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$880,368
Contract administrator fees2010-12-31$4,677
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURR PILGER MAYER INC.
Accountancy firm EIN2010-12-31263839190
2009 : CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN

2022: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 planNo
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: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 planNo
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: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 benefit arrangement – InsuranceYes
2015: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 benefit arrangement – InsuranceYes
2014: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 benefit arrangement – InsuranceYes
2013: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CENTRAL COAST VNA & HOSPICE INC AND AFFILIATES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507878-01
Policy instance 2
Insurance contract or identification number507878-01
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered188
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $599
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $285
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507878-01
Policy instance 3
Insurance contract or identification number507878-01
Number of Individuals Covered182
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered191
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 $25
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered191
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 $644
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees492
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number507878-01
Policy instance 3
Insurance contract or identification number507878-01
Number of Individuals Covered199
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered197
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,609
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,447
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered209
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $533
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $414
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered262
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered267
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered226
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $554
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $453
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered242
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered239
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $684
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $510
Insurance broker organization code?3
Insurance broker nameFLASTER, EVA S
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered186
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 1
Insurance contract or identification number62926
Number of Individuals Covered273
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $680
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Insurance broker organization code?3
Insurance broker nameVAZQUEZ CARLOS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number62926
Policy instance 2
Insurance contract or identification number62926
Number of Individuals Covered142
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number21355
Policy instance 1
Insurance contract or identification number21355
Number of Individuals Covered301
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,755
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,191
Insurance broker organization code?3
Insurance broker nameCOOK DANIEL V

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