401k Plan data: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN plan

SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan Name	SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN
Plan identification number	001

SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

SAINT JOSEPH'S REHABILITATION AND RESIDENCE has sponsored the creation of one or more 401k plans.

Company Name: SAINT JOSEPH'S REHABILITATION AND RESIDENCE

Employer identification number (EIN): 010339489

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JOEL ROGERS 2023-10-16
001 2021-01-01 JOEL ROGERS 2022-10-17
001 2020-01-01 JACQUELINE KETCH 2021-10-15
001 2019-01-01 JACQUELINE KETCH 2020-10-14
001 2018-01-01 PEGGY FARRINGTON 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT DANIELSON ROBERT DANIELSON 2015-10-15
001 2013-01-01 DANIEL BARRETT DANIEL BARRETT 2014-10-15
001 2012-01-01 GAIL WINCHELL GAIL WINCHELL 2013-10-15
001 2011-01-01 BRUCE BEDARD
001 2010-01-01 YVETTE RAMIREZ
001 2009-01-01 MARY COTE MARY COTE 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JOEL ROGERS	2023-10-16
001	2021-01-01	JOEL ROGERS	2022-10-17
001	2020-01-01	JACQUELINE KETCH	2021-10-15
001	2019-01-01	JACQUELINE KETCH	2020-10-14
001	2018-01-01	PEGGY FARRINGTON	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT DANIELSON		ROBERT DANIELSON	2015-10-15
001	2013-01-01	DANIEL BARRETT		DANIEL BARRETT	2014-10-15
001	2012-01-01	GAIL WINCHELL		GAIL WINCHELL	2013-10-15
001	2011-01-01	BRUCE BEDARD
001	2010-01-01	YVETTE RAMIREZ
001	2009-01-01	MARY COTE		MARY COTE	2010-10-15

Plan Statistics for SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN

Measure Date Value
2022: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 92
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 115
Number of participants with account balances 2022-01-01 41
2021: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 93
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 117
Number of participants with account balances 2021-01-01 42
2020: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 107
Number of other retired or separated participants entitled to future benefits 2020-01-01 15
Total of all active and inactive participants 2020-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 123
Number of participants with account balances 2020-01-01 43
2019: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 114
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 128
Total participants 2019-01-01 128
Number of participants with account balances 2019-01-01 38
2018: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 114
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 140
Total participants 2018-01-01 140
Number of participants with account balances 2018-01-01 41
2017: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 112
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 136
Total participants 2017-01-01 136
Number of participants with account balances 2017-01-01 42
2016: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 99
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 128
Total participants 2016-01-01 128
Number of participants with account balances 2016-01-01 45
2015: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 142
Number of other retired or separated participants entitled to future benefits 2015-01-01 31
Total of all active and inactive participants 2015-01-01 173
Total participants 2015-01-01 173
Number of participants with account balances 2015-01-01 43
2014: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 133
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 169
Number of participants with account balances 2014-01-01 46
2013: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 34
Total of all active and inactive participants 2013-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 192
Number of participants with account balances 2013-01-01 48
2012: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 138
Number of other retired or separated participants entitled to future benefits 2012-01-01 35
Total of all active and inactive participants 2012-01-01 173
Total participants 2012-01-01 173
Number of participants with account balances 2012-01-01 51
2011: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 143
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 55
2010: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 116
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 135
Number of participants with account balances 2010-01-01 55
2009: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 161
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 179
Total participants 2009-01-01 179
Number of participants with account balances 2009-01-01 46

Measure	Date	Value
2022: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	92
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	115
Number of participants with account balances	2022-01-01	41
2021: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	93
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	117
Number of participants with account balances	2021-01-01	42
2020: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	107
Number of other retired or separated participants entitled to future benefits	2020-01-01	15
Total of all active and inactive participants	2020-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	123
Number of participants with account balances	2020-01-01	43
2019: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	114
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	128
Total participants	2019-01-01	128
Number of participants with account balances	2019-01-01	38
2018: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	114
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	140
Total participants	2018-01-01	140
Number of participants with account balances	2018-01-01	41
2017: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	112
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	136
Total participants	2017-01-01	136
Number of participants with account balances	2017-01-01	42
2016: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	99
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	128
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	45
2015: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	142
Number of other retired or separated participants entitled to future benefits	2015-01-01	31
Total of all active and inactive participants	2015-01-01	173
Total participants	2015-01-01	173
Number of participants with account balances	2015-01-01	43
2014: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	133
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	169
Number of participants with account balances	2014-01-01	46
2013: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	34
Total of all active and inactive participants	2013-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	192
Number of participants with account balances	2013-01-01	48
2012: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	138
Number of other retired or separated participants entitled to future benefits	2012-01-01	35
Total of all active and inactive participants	2012-01-01	173
Total participants	2012-01-01	173
Number of participants with account balances	2012-01-01	51
2011: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	143
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	55
2010: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	116
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	135
Number of participants with account balances	2010-01-01	55
2009: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	161
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	179
Total participants	2009-01-01	179
Number of participants with account balances	2009-01-01	46

Financial Data on SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN

Measure	Date	Value
2022 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-250,385
Total of all expenses incurred	2022-12-31	$33,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$31,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$54,062
Value of total assets at end of year	2022-12-31	$1,531,538
Value of total assets at beginning of year	2022-12-31	$1,815,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,765
Total interest from all sources	2022-12-31	$7,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$54,062
Participant contributions at end of year	2022-12-31	$3,846
Participant contributions at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-283,713
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,531,538
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,815,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,308,361
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,611,122
Interest on participant loans	2022-12-31	$25
Interest earned on other investments	2022-12-31	$6,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$219,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$204,129
Net investment gain/loss from pooled separate accounts	2022-12-31	$-311,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$31,563
Contract administrator fees	2022-12-31	$1,765
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2022-12-31	010523282
2021 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$315,668
Total of all expenses incurred	2021-12-31	$113,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$112,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$72,302
Value of total assets at end of year	2021-12-31	$1,815,251
Value of total assets at beginning of year	2021-12-31	$1,613,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,238
Total interest from all sources	2021-12-31	$6,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$72,302
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$1,017
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$201,762
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,815,251
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,613,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,611,122
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,415,275
Interest on participant loans	2021-12-31	$10
Interest earned on other investments	2021-12-31	$6,652
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$204,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$196,741
Net investment gain/loss from pooled separate accounts	2021-12-31	$236,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$112,668
Contract administrator fees	2021-12-31	$1,238
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2021-12-31	010523282
2020 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$272,360
Total of all expenses incurred	2020-12-31	$4,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$61,975
Value of total assets at end of year	2020-12-31	$1,613,489
Value of total assets at beginning of year	2020-12-31	$1,345,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$495
Total interest from all sources	2020-12-31	$6,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$61,975
Participant contributions at end of year	2020-12-31	$1,017
Participant contributions at beginning of year	2020-12-31	$3,000
Participant contributions at end of year	2020-12-31	$456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$268,114
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,613,489
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,345,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,415,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,245,151
Interest on participant loans	2020-12-31	$67
Interest earned on other investments	2020-12-31	$5,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$196,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$97,224
Net investment gain/loss from pooled separate accounts	2020-12-31	$204,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,751
Contract administrator fees	2020-12-31	$495
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2020-12-31	010523282
2019 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$279,894
Total income from all sources (including contributions)	2019-12-31	$279,894
Total of all expenses incurred	2019-12-31	$32,470
Total of all expenses incurred	2019-12-31	$32,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$31,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$31,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$47,663
Value of total assets at end of year	2019-12-31	$1,345,375
Value of total assets at end of year	2019-12-31	$1,345,375
Value of total assets at beginning of year	2019-12-31	$1,097,951
Value of total assets at beginning of year	2019-12-31	$1,097,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$510
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$510
Total interest from all sources	2019-12-31	$4,248
Total interest from all sources	2019-12-31	$4,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$47,663
Contributions received from participants	2019-12-31	$47,663
Participant contributions at end of year	2019-12-31	$3,000
Participant contributions at end of year	2019-12-31	$3,000
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$247,424
Value of net income/loss	2019-12-31	$247,424
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,345,375
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,345,375
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,097,951
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,097,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,245,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,245,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$981,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$981,313
Interest earned on other investments	2019-12-31	$4,248
Interest earned on other investments	2019-12-31	$4,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$116,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$116,638
Net investment gain/loss from pooled separate accounts	2019-12-31	$227,983
Net investment gain/loss from pooled separate accounts	2019-12-31	$227,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$31,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$31,960
Contract administrator fees	2019-12-31	$510
Contract administrator fees	2019-12-31	$510
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm name	2019-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2019-12-31	010523282
Accountancy firm EIN	2019-12-31	010523282
2018 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-30,692
Total of all expenses incurred	2018-12-31	$11,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$44,468
Value of total assets at end of year	2018-12-31	$1,097,951
Value of total assets at beginning of year	2018-12-31	$1,139,784
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$585
Total interest from all sources	2018-12-31	$4,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$44,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-41,833
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,097,951
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,139,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$981,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,026,749
Interest earned on other investments	2018-12-31	$4,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$116,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$113,035
Net investment gain/loss from pooled separate accounts	2018-12-31	$-79,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,556
Contract administrator fees	2018-12-31	$585
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2018-12-31	010523282
2017 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$180,520
Total of all expenses incurred	2017-12-31	$39,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$38,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$37,421
Value of total assets at end of year	2017-12-31	$1,139,784
Value of total assets at beginning of year	2017-12-31	$998,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$540
Total interest from all sources	2017-12-31	$4,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$37,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$141,496
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,139,784
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$998,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,026,749
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$888,892
Interest earned on other investments	2017-12-31	$4,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$113,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$109,396
Net investment gain/loss from pooled separate accounts	2017-12-31	$138,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$38,484
Contract administrator fees	2017-12-31	$540
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2017-12-31	010523282
2016 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$94,034
Total of all expenses incurred	2016-12-31	$37,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$36,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$28,444
Value of total assets at end of year	2016-12-31	$998,288
Value of total assets at beginning of year	2016-12-31	$941,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$660
Total interest from all sources	2016-12-31	$3,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$28,444
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$1,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$56,714
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$998,288
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$941,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$888,892
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$836,103
Interest earned on other investments	2016-12-31	$3,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$109,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$104,351
Net investment gain/loss from pooled separate accounts	2016-12-31	$61,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$36,660
Contract administrator fees	2016-12-31	$660
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2016-12-31	010523282
2015 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$10,732
Total of all expenses incurred	2015-12-31	$108,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$108,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$22,662
Value of total assets at end of year	2015-12-31	$941,574
Value of total assets at beginning of year	2015-12-31	$1,039,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$660
Total interest from all sources	2015-12-31	$4,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$22,662
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$1,414
Participant contributions at end of year	2015-12-31	$1,120
Participant contributions at beginning of year	2015-12-31	$506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-97,999
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$941,574
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,039,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$836,103
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$927,318
Interest on participant loans	2015-12-31	$14
Interest earned on other investments	2015-12-31	$4,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$104,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$110,335
Net investment gain/loss from pooled separate accounts	2015-12-31	$-16,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$108,071
Contract administrator fees	2015-12-31	$660
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2015-12-31	010523282
2014 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$81,670
Total of all expenses incurred	2014-12-31	$163,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$162,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$19,298
Value of total assets at end of year	2014-12-31	$1,039,573
Value of total assets at beginning of year	2014-12-31	$1,121,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$735
Total interest from all sources	2014-12-31	$4,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$19,298
Participant contributions at end of year	2014-12-31	$1,414
Participant contributions at beginning of year	2014-12-31	$14,692
Participant contributions at end of year	2014-12-31	$506
Participant contributions at beginning of year	2014-12-31	$2,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-81,467
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,039,573
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,121,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$927,318
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$985,668
Interest on participant loans	2014-12-31	$220
Interest earned on other investments	2014-12-31	$4,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$110,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$118,598
Net investment gain/loss from pooled separate accounts	2014-12-31	$57,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$162,402
Contract administrator fees	2014-12-31	$735
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2014-12-31	010523282
2013 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$214,184
Total of all expenses incurred	2013-12-31	$100,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$99,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$32,280
Value of total assets at end of year	2013-12-31	$1,121,040
Value of total assets at beginning of year	2013-12-31	$1,007,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$765
Total interest from all sources	2013-12-31	$5,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$29,884
Participant contributions at end of year	2013-12-31	$14,692
Participant contributions at beginning of year	2013-12-31	$19,405
Participant contributions at end of year	2013-12-31	$2,082
Participant contributions at beginning of year	2013-12-31	$4,792
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$113,965
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,121,040
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,007,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$985,668
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$862,375
Interest on participant loans	2013-12-31	$790
Interest earned on other investments	2013-12-31	$4,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$118,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$120,503
Net investment gain/loss from pooled separate accounts	2013-12-31	$176,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$99,454
Contract administrator fees	2013-12-31	$765
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN	2013-12-31	010523282
2012 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$177,924
Total of all expenses incurred	2012-12-31	$9,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$8,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$76,775
Value of total assets at end of year	2012-12-31	$1,007,075
Value of total assets at beginning of year	2012-12-31	$838,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$795
Total interest from all sources	2012-12-31	$4,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$45,624
Participant contributions at end of year	2012-12-31	$19,405
Participant contributions at beginning of year	2012-12-31	$6,597
Participant contributions at end of year	2012-12-31	$4,792
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$31,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$168,296
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,007,075
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$838,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$862,375
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$723,480
Interest on participant loans	2012-12-31	$668
Interest earned on other investments	2012-12-31	$4,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$120,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$108,702
Net investment gain/loss from pooled separate accounts	2012-12-31	$96,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$8,833
Contract administrator fees	2012-12-31	$795
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN	2012-12-31	010523282
2011 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$75,218
Total of all expenses incurred	2011-12-31	$170,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$169,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$77,906
Value of total assets at end of year	2011-12-31	$1,060,237
Value of total assets at beginning of year	2011-12-31	$1,155,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$690
Total interest from all sources	2011-12-31	$13,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$77,906
Participant contributions at end of year	2011-12-31	$6,597
Participant contributions at beginning of year	2011-12-31	$8,130
Participant contributions at beginning of year	2011-12-31	$1,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-94,963
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,060,237
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,155,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$723,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$662,827
Interest on participant loans	2011-12-31	$438
Interest earned on other investments	2011-12-31	$13,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$330,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$474,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-16,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Employer contributions (assets) at beginning of year	2011-12-31	$8,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$169,491
Contract administrator fees	2011-12-31	$690
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-12-31	043499945
2010 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$202,837
Total of all expenses incurred	2010-12-31	$180,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$179,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$124,921
Value of total assets at end of year	2010-12-31	$899,579
Value of total assets at beginning of year	2010-12-31	$876,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$660
Total interest from all sources	2010-12-31	$8,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$80,292
Participant contributions at end of year	2010-12-31	$8,130
Participant contributions at beginning of year	2010-12-31	$2,136
Participant contributions at end of year	2010-12-31	$1,557
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,962
Other income not declared elsewhere	2010-12-31	$283,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$22,785
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$899,579
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$876,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$662,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$658,010
Interest on participant loans	2010-12-31	$192
Interest earned on other investments	2010-12-31	$8,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$220,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$210,420
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$29,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$69,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$37,667
Employer contributions (assets) at end of year	2010-12-31	$8,622
Employer contributions (assets) at beginning of year	2010-12-31	$6,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$149,932
Contract administrator fees	2010-12-31	$660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2010-12-31	043499945
2009 : SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN

2022: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAINT JOSEPH'S REHABILITATION AND RESIDENCE TAX SHELTERED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	41
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,619
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,619
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	42
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,670
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,670
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	43
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $1,672
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,672
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	38
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,420
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $782
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	41
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,000
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,000
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	43
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,796
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,796
Insurance broker organization code?	3
Insurance broker name	C.E.S., INSURANCE AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	49
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $1,370
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,370
Insurance broker organization code?	3
Insurance broker name	C.E.S., INSURANCE AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	50
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,207
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,207
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	C.E.S., INSURANCE AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	54
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,466
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,466
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	C.E.S., INSURANCE AGENCY, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	56
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,324
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,315
Insurance broker organization code?	3
Insurance broker name	COMMONWEALTH FINANCIAL NETWORK, INC

PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )

Policy contract number

G0040184

Policy instance

Insurance contract or identification number	G0040184
Number of Individuals Covered	3
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

M0833

Policy instance

Insurance contract or identification number	M0833
Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	56
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,507
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )

Policy contract number

G0011041

Policy instance

Insurance contract or identification number	G0011041
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )

Policy contract number

M0833

Policy instance

Insurance contract or identification number	M0833
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )

Policy contract number

G0040184

Policy instance

Insurance contract or identification number	G0040184
Number of Individuals Covered	3
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )

Policy contract number

G0011041

Policy instance

Insurance contract or identification number	G0011041
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VC1600

Policy instance

Insurance contract or identification number	VC1600
Number of Individuals Covered	47
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,487
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SAINT JOSEPH'S REHABILITATION AND RESIDENCE
Employer identification number (EIN):	010339489
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities