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403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 401k Plan overview

Plan Name403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN
Plan identification number 004

403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

HOSPICE OF SAN JOAQUIN has sponsored the creation of one or more 401k plans.

Company Name:HOSPICE OF SAN JOAQUIN
Employer identification number (EIN):942777980
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about HOSPICE OF SAN JOAQUIN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1009563

More information about HOSPICE OF SAN JOAQUIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042013-01-01KERRIE BIDDLE
0042012-01-01KERRIE BIDDLE
0042011-01-01KERRIE BIDDLE2012-09-06
0042010-01-01STEPHEN GUASCO2011-07-25

Plan Statistics for 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN

401k plan membership statisitcs for 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN

Measure Date Value
2013: 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 2013 401k membership
Total participants, beginning-of-year2013-01-01102
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 2012 401k membership
Total participants, beginning-of-year2012-01-0189
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016

Financial Data on 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN

Measure Date Value
2013 : 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 2013 401k financial data
Transfers to/from the plan2013-10-31$0
Total income from all sources2013-10-31$969,108
Expenses. Total of all expenses incurred2013-10-31$4,785,632
Benefits paid (including direct rollovers)2013-10-31$4,784,395
Total plan assets at end of year2013-10-31$0
Total plan assets at beginning of year2013-10-31$3,816,524
Value of fidelity bond covering the plan2013-10-31$290,000
Total contributions received or receivable from participants2013-10-31$244,907
Contributions received from other sources (not participants or employers)2013-10-31$331,142
Other income received2013-10-31$233,364
Noncash contributions received2013-10-31$196
Net income (gross income less expenses)2013-10-31$-3,816,524
Net plan assets at end of year (total assets less liabilities)2013-10-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$3,816,524
Total contributions received or receivable from employer(s)2013-10-31$159,499
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$1,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,012,502
Expenses. Total of all expenses incurred2012-12-31$175,914
Benefits paid (including direct rollovers)2012-12-31$166,905
Total plan assets at end of year2012-12-31$3,816,524
Total plan assets at beginning of year2012-12-31$2,979,936
Value of fidelity bond covering the plan2012-12-31$290,000
Total contributions received or receivable from participants2012-12-31$381,164
Expenses. Other expenses not covered elsewhere2012-12-31$9,009
Contributions received from other sources (not participants or employers)2012-12-31$119,713
Other income received2012-12-31$274,999
Net income (gross income less expenses)2012-12-31$836,588
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,816,524
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,979,936
Assets. Value of participant loans2012-12-31$57,914
Total contributions received or receivable from employer(s)2012-12-31$236,626
Value of certain deemed distributions of participant loans2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN

2013: 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 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 filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF HOSPICE OF SAN JOAQUIN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011831-J
Policy instance 1
Insurance contract or identification number011831-J
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-10-31
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number011831J
Policy instance 1
Insurance contract or identification number011831J
Number of Individuals Covered110
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $542
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 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 $0
Amount paid for insurance broker fees185
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAMIE DANFORD

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