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401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 401k Plan overview

Plan Name401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS
Plan identification number 001

401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COMMUNITY HOSPICES OF AMERICA, INC DBA HOSPICE COMPASSUS has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY HOSPICES OF AMERICA, INC DBA HOSPICE COMPASSUS
Employer identification number (EIN):020667125
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01DENNIS WADE
0012015-01-01DENNIS WADE
0012014-01-01TONY JAMES KERRY MASSEY2015-10-15
0012013-01-01RENEE BRADFORD
0012012-01-01RENEE BRADFORD
0012011-01-01RENEE BRADFORD
0012009-01-01DAVID ANDREWS
0012009-01-01DAVID ANDREWS
0012009-01-01DAVID ANDREWS
0012009-01-01DAVID ANDREWS
0012009-01-01DAVID ANDREWS

Plan Statistics for 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS

401k plan membership statisitcs for 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS

Measure Date Value
2016: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2016 401k membership
Total participants, beginning-of-year2016-01-013,797
Total number of active participants reported on line 7a of the Form 55002016-01-013,039
Number of retired or separated participants receiving benefits2016-01-01685
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-013,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,743
Number of participants with account balances2016-01-012,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01270
2015: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2015 401k membership
Total participants, beginning-of-year2015-01-011,423
Total number of active participants reported on line 7a of the Form 55002015-01-011,133
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01482
Total of all active and inactive participants2015-01-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,621
Number of participants with account balances2015-01-011,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01103
2014: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2014 401k membership
Total participants, beginning-of-year2014-01-011,021
Total number of active participants reported on line 7a of the Form 55002014-01-011,033
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01176
Total of all active and inactive participants2014-01-011,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,210
Number of participants with account balances2014-01-011,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2013 401k membership
Total participants, beginning-of-year2013-01-01950
Total number of active participants reported on line 7a of the Form 55002013-01-01933
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0187
Total of all active and inactive participants2013-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,021
Number of participants with account balances2013-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0138
2012: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2012 401k membership
Total participants, beginning-of-year2012-01-01818
Total number of active participants reported on line 7a of the Form 55002012-01-01876
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0174
Total of all active and inactive participants2012-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01950
Number of participants with account balances2012-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0151
2011: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2011 401k membership
Total participants, beginning-of-year2011-01-011,367
Total number of active participants reported on line 7a of the Form 55002011-01-01810
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01818
Number of participants with account balances2011-01-01766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2009 401k membership
Total participants, beginning-of-year2009-01-011,510
Total number of active participants reported on line 7a of the Form 55002009-01-011,269
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01213
Total of all active and inactive participants2009-01-011,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,482
Number of participants with account balances2009-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0146

Financial Data on 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS

Measure Date Value
2016 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$5,689,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,430
Total income from all sources (including contributions)2016-12-31$9,166,489
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,607,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,402,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,768,010
Value of total assets at end of year2016-12-31$32,649,306
Value of total assets at beginning of year2016-12-31$22,409,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$204,324
Total interest from all sources2016-12-31$19,377
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$57,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$57,338
Administrative expenses professional fees incurred2016-12-31$15,335
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,656,718
Participant contributions at end of year2016-12-31$85,597
Participant contributions at beginning of year2016-12-31$87,606
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$937,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,128,221
Other income not declared elsewhere2016-12-31$28,506
Total non interest bearing cash at end of year2016-12-31$4,480
Total non interest bearing cash at beginning of year2016-12-31$8,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,559,297
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,649,306
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,400,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$188,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,537,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,161,111
Interest earned on other investments2016-12-31$19,377
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,293,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,173,961
Employer contributions (assets) at end of year2016-12-31$20,696
Employer contributions (assets) at beginning of year2016-12-31$23,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,402,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$8,430
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,128,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,652,644
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,035,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,007,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,842,855
Value of total assets at end of year2015-12-31$22,409,003
Value of total assets at beginning of year2015-12-31$18,655,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,821
Total interest from all sources2015-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$23,141
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,462,394
Participant contributions at end of year2015-12-31$87,606
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$791,955
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,128,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$27,821
Total non interest bearing cash at end of year2015-12-31$8,430
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$617,083
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,400,573
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,655,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$662,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,705,199
Value of interest in common/collective trusts at end of year2015-12-31$18,498,431
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,950,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,950,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$440,467
Net investment gain or loss from common/collective trusts2015-12-31$-653,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$588,506
Employer contributions (assets) at end of year2015-12-31$23,635
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,007,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$8,430
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,744,124
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,558,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,556,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,677,964
Value of total assets at end of year2014-12-31$18,655,269
Value of total assets at beginning of year2014-12-31$15,469,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,466
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$26,463
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,156,409
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,056,128
Administrative expenses (other) incurred2014-12-31$2,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,185,457
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,655,269
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,469,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$16,705,199
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,795,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,950,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,673,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,673,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,039,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$465,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,556,201
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,192,415
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,860,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,857,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,837,213
Value of total assets at end of year2013-12-31$15,469,812
Value of total assets at beginning of year2013-12-31$12,137,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,483
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,690
Administrative expenses professional fees incurred2013-12-31$2,483
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,137,121
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$218,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,332,146
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,469,812
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,137,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$13,795,950
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,776,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,673,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,361,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,361,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,337,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$481,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,857,786
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,426,976
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$928,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$887,502
Value of total corrective distributions2012-12-31$38,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,359,354
Value of total assets at end of year2012-12-31$12,137,666
Value of total assets at beginning of year2012-12-31$8,638,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,457
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$18,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$18,555
Administrative expenses professional fees incurred2012-12-31$2,457
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,099,921
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$757,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,498,765
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,137,666
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,638,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,725,076
Value of interest in pooled separate accounts at end of year2012-12-31$10,776,217
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,361,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$913,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$913,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,049,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$501,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$887,502
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARREN AVERETT, LLC
Accountancy firm EIN2012-12-31454084437
2011 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,564,555
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$872,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$804,347
Value of total corrective distributions2011-12-31$65,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,734,135
Value of total assets at end of year2011-12-31$8,638,901
Value of total assets at beginning of year2011-12-31$7,947,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,587
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,154
Administrative expenses professional fees incurred2011-12-31$2,587
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,297,672
Participant contributions at end of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$144,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$691,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,638,901
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,947,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,725,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,647,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$913,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,299,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,299,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-256,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$291,760
Employer contributions (assets) at end of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$804,347
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WARREN AVERETT, LLC
Accountancy firm EIN2011-12-31454084437
2010 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$700,683
Total unrealized appreciation/depreciation of assets2010-12-31$700,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,385,395
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$774,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$773,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,514,548
Value of total assets at end of year2010-12-31$7,947,026
Value of total assets at beginning of year2010-12-31$6,335,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$423
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$125,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$125,335
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,197,850
Participant contributions at beginning of year2010-12-31$26,153
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$29,806
Administrative expenses (other) incurred2010-12-31$423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,611,251
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,947,026
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,335,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,647,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,228,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,299,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,074,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,074,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$44,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$286,892
Employer contributions (assets) at beginning of year2010-12-31$5,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$773,721
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WARREN,AVERETT,KIMBRO AND MARINO
Accountancy firm EIN2010-12-31631239864
2009 : 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS

2016: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 401(K) RETIREMENT PLAN FOR EMPLOYEES OF COMMUNITY HOSPICES OF AMERICA, INC. DBA HOSPICE COMPASSUS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058531-B
Policy instance 1
Insurance contract or identification number058531-B
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058531-B
Policy instance 1
Insurance contract or identification number058531-B
Number of Individuals Covered1210
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,944
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3944
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058531-B
Policy instance 1
Insurance contract or identification number058531-B
Number of Individuals Covered1021
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,242
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4242
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameNASHVILLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058531-B
Policy instance 1
Insurance contract or identification number058531-B
Number of Individuals Covered950
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,381
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7337
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJAY MCFADDEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058531-B
Policy instance 1
Insurance contract or identification number058531-B
Number of Individuals Covered815
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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