THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2022 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $27,196,101 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,967,735 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,606,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,558,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,276,437 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $32,769,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,347 |
Total interest from all sources | 2022-12-31 | $41,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,299,666 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,299,666 |
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 | $1,402,982 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $223,802 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $472,406 |
Administrative expenses (other) incurred | 2022-12-31 | $42,053 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1 |
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 | $-5,573,886 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,769,987 |
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 |
Investment advisory and management fees | 2022-12-31 | $4,175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $31,026,417 |
Interest on participant loans | 2022-12-31 | $13,808 |
Interest earned on other investments | 2022-12-31 | $22,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $183,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $183,265 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $5,106 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $929,870 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-6,585,518 |
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 |
Contributions received in cash from employer | 2022-12-31 | $401,049 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $406,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,558,804 |
Contract administrator fees | 2022-12-31 | $1,119 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2022-12-31 | 030327374 |
2021 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $6,607,866 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1 |
Total income from all sources (including contributions) | 2021-12-31 | $5,825,377 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,753,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,728,353 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,484 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,245,525 |
Value of total assets at end of year | 2021-12-31 | $32,769,988 |
Value of total assets at beginning of year | 2021-12-31 | $24,089,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $22,392 |
Total interest from all sources | 2021-12-31 | $31,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,226,340 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,226,340 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,345,914 |
Participant contributions at end of year | 2021-12-31 | $223,802 |
Participant contributions at beginning of year | 2021-12-31 | $157,738 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $406,634 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $209 |
Administrative expenses (other) incurred | 2021-12-31 | $18,623 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $1 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1 |
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 | $2,072,148 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,769,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,089,973 |
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 |
Investment advisory and management fees | 2021-12-31 | $2,428 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $31,026,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,704,893 |
Interest on participant loans | 2021-12-31 | $12,446 |
Interest earned on other investments | 2021-12-31 | $19,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $183,265 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $279,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $279,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $27 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $929,870 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $603,047 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,321,804 |
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 |
Contributions received in cash from employer | 2021-12-31 | $492,977 |
Employer contributions (assets) at end of year | 2021-12-31 | $406,634 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $345,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,728,353 |
Contract administrator fees | 2021-12-31 | $1,341 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2021-12-31 | 030327374 |
2020 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2 |
Total income from all sources (including contributions) | 2020-12-31 | $5,098,518 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,556,019 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,538,407 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,275 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,830,681 |
Value of total assets at end of year | 2020-12-31 | $24,089,974 |
Value of total assets at beginning of year | 2020-12-31 | $21,547,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,337 |
Total interest from all sources | 2020-12-31 | $23,394 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $720,446 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $720,446 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,324,861 |
Participant contributions at end of year | 2020-12-31 | $157,738 |
Participant contributions at beginning of year | 2020-12-31 | $135,064 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $160,776 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $209 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $627 |
Administrative expenses (other) incurred | 2020-12-31 | $10,810 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $1 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $2 |
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 | $2,542,499 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,089,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $21,547,474 |
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 |
Investment advisory and management fees | 2020-12-31 | $3,380 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,704,893 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,847,707 |
Interest on participant loans | 2020-12-31 | $9,500 |
Interest earned on other investments | 2020-12-31 | $12,881 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $279,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,013 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $603,047 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $377,444 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,523,997 |
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 |
Contributions received in cash from employer | 2020-12-31 | $345,044 |
Employer contributions (assets) at end of year | 2020-12-31 | $345,044 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $186,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,538,407 |
Contract administrator fees | 2020-12-31 | $1,147 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2020-12-31 | 030327374 |
2019 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,390,399 |
Total income from all sources (including contributions) | 2019-12-31 | $2,390,399 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $730,291 |
Total of all expenses incurred | 2019-12-31 | $730,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $715,719 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $715,719 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $865,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $865,288 |
Value of total assets at end of year | 2019-12-31 | $21,547,476 |
Value of total assets at beginning of year | 2019-12-31 | $19,887,366 |
Value of total assets at beginning of year | 2019-12-31 | $19,887,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $14,572 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $750,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $750,874 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $750,874 |
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 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
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 | $650,943 |
Contributions received from participants | 2019-12-31 | $650,943 |
Participant contributions at end of year | 2019-12-31 | $135,064 |
Participant contributions at end of year | 2019-12-31 | $135,064 |
Participant contributions at beginning of year | 2019-12-31 | $161,572 |
Participant contributions at beginning of year | 2019-12-31 | $161,572 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $46,355 |
Participant contributions at beginning of year | 2019-12-31 | $46,355 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $627 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $450 |
Administrative expenses (other) incurred | 2019-12-31 | $14,572 |
Administrative expenses (other) incurred | 2019-12-31 | $14,572 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $2 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables 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 |
Income. Non cash contributions | 2019-12-31 | $27,711 |
Income. Non cash contributions | 2019-12-31 | $27,711 |
Value of net income/loss | 2019-12-31 | $1,660,108 |
Value of net income/loss | 2019-12-31 | $1,660,108 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,547,474 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $21,547,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,887,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,887,366 |
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 | $20,847,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,059,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $18,059,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $377,444 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,267,155 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,267,155 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $774,237 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $774,237 |
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 |
Contributions received in cash from employer | 2019-12-31 | $186,634 |
Contributions received in cash from employer | 2019-12-31 | $186,634 |
Employer contributions (assets) at end of year | 2019-12-31 | $186,634 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $351,992 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $351,992 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $715,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $715,719 |
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 | 2019-12-31 | Yes |
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 | 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 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm name | 2019-12-31 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2019-12-31 | 030327374 |
Accountancy firm EIN | 2019-12-31 | 030327374 |
Total income from all sources (including contributions) | 2019-06-30 | $3,140,952 |
Total of all expenses incurred | 2019-06-30 | $2,316,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,264,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $2,014,024 |
Value of total assets at end of year | 2019-06-30 | $19,887,366 |
Value of total assets at beginning of year | 2019-06-30 | $19,063,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $52,361 |
Total interest from all sources | 2019-06-30 | $39,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $379,714 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $379,714 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $1,244,820 |
Participant contributions at end of year | 2019-06-30 | $161,572 |
Participant contributions at beginning of year | 2019-06-30 | $92,009 |
Participant contributions at end of year | 2019-06-30 | $46,355 |
Participant contributions at beginning of year | 2019-06-30 | $41,551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $414,562 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $450 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $126 |
Administrative expenses (other) incurred | 2019-06-30 | $50,630 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $824,358 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $19,887,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $19,063,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $1,731 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $18,059,842 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $17,313,470 |
Interest on participant loans | 2019-06-30 | $6,660 |
Interest earned on other investments | 2019-06-30 | $32,704 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-06-30 | $1,267,155 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-06-30 | $1,291,334 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $707,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $354,642 |
Employer contributions (assets) at end of year | 2019-06-30 | $351,992 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $324,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,264,233 |
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 | 2019-06-30 | No |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Disclaimer |
Accountancy firm name | 2019-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2019-06-30 | 030327374 |
2018 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-06-30 | $3,077,323 |
Total of all expenses incurred | 2018-06-30 | $2,159,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $2,052,497 |
Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $54,153 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $1,590,745 |
Value of total assets at end of year | 2018-06-30 | $19,063,008 |
Value of total assets at beginning of year | 2018-06-30 | $18,144,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $52,455 |
Total interest from all sources | 2018-06-30 | $33,364 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $335,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $335,680 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $1,150,607 |
Participant contributions at end of year | 2018-06-30 | $92,009 |
Participant contributions at beginning of year | 2018-06-30 | $247,108 |
Participant contributions at end of year | 2018-06-30 | $41,551 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $115,330 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $126 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $743 |
Administrative expenses (other) incurred | 2018-06-30 | $52,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $918,218 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $19,063,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $18,144,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $17,313,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $16,888,031 |
Interest on participant loans | 2018-06-30 | $8,800 |
Interest earned on other investments | 2018-06-30 | $24,564 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-06-30 | $1,291,334 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-06-30 | $675,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,117,534 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $324,808 |
Employer contributions (assets) at end of year | 2018-06-30 | $324,518 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $333,460 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,052,497 |
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 | 2018-06-30 | No |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Disclaimer |
Accountancy firm name | 2018-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2018-06-30 | 030327374 |
2017 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-06-30 | $3,616,187 |
Total of all expenses incurred | 2017-06-30 | $2,434,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $2,387,577 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,601,429 |
Value of total assets at end of year | 2017-06-30 | $18,144,790 |
Value of total assets at beginning of year | 2017-06-30 | $16,963,139 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $46,959 |
Total interest from all sources | 2017-06-30 | $31,297 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $291,710 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $291,710 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $1,213,848 |
Participant contributions at end of year | 2017-06-30 | $247,108 |
Participant contributions at beginning of year | 2017-06-30 | $268,915 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $54,121 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $743 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $529 |
Administrative expenses (other) incurred | 2017-06-30 | $46,959 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $1,181,651 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $18,144,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $16,963,139 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $16,888,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $15,503,794 |
Interest on participant loans | 2017-06-30 | $11,535 |
Interest earned on other investments | 2017-06-30 | $19,762 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $321 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $321 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-06-30 | $675,448 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-06-30 | $897,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $1,691,751 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $333,460 |
Employer contributions (assets) at end of year | 2017-06-30 | $333,460 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $291,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,387,577 |
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 | 2017-06-30 | No |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
Accountancy firm name | 2017-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2017-06-30 | 030327374 |
2016 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-06-30 | $1,832,169 |
Total of all expenses incurred | 2016-06-30 | $1,912,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,868,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,745,420 |
Value of total assets at end of year | 2016-06-30 | $16,963,139 |
Value of total assets at beginning of year | 2016-06-30 | $17,043,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $44,662 |
Total interest from all sources | 2016-06-30 | $30,087 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $319,351 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $319,351 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $1,009,234 |
Participant contributions at end of year | 2016-06-30 | $268,915 |
Participant contributions at beginning of year | 2016-06-30 | $182,322 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $164,152 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $529 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $1,085 |
Administrative expenses (other) incurred | 2016-06-30 | $44,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-80,605 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $16,963,139 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $17,043,744 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $15,503,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $16,155,662 |
Interest on participant loans | 2016-06-30 | $10,256 |
Interest earned on other investments | 2016-06-30 | $19,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $321 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-06-30 | $897,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-06-30 | $704,675 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-262,689 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $572,034 |
Employer contributions (assets) at end of year | 2016-06-30 | $291,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,868,112 |
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 | 2016-06-30 | No |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2016-06-30 | 030327374 |
2015 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-06-30 | $1,917,587 |
Total of all expenses incurred | 2015-06-30 | $1,543,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,498,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,336,605 |
Value of total assets at end of year | 2015-06-30 | $17,043,744 |
Value of total assets at beginning of year | 2015-06-30 | $16,669,888 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $45,103 |
Total interest from all sources | 2015-06-30 | $9,348 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $307,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $307,400 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $989,125 |
Participant contributions at end of year | 2015-06-30 | $182,322 |
Participant contributions at beginning of year | 2015-06-30 | $240,795 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $80,486 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $1,085 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $667 |
Administrative expenses (other) incurred | 2015-06-30 | $45,103 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $373,856 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $17,043,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $16,669,888 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $16,155,662 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $15,694,463 |
Interest on participant loans | 2015-06-30 | $9,348 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $1,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $1,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-06-30 | $704,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-06-30 | $732,753 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $264,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $266,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,498,628 |
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 | 2015-06-30 | No |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Disclaimer |
Accountancy firm name | 2015-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2015-06-30 | 030327374 |
2014 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2014 401k financial data |
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Total transfer of assets to this plan | 2014-06-30 | $110,292 |
Total income from all sources (including contributions) | 2014-06-30 | $3,536,605 |
Total of all expenses incurred | 2014-06-30 | $2,667,582 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,651,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $950,507 |
Value of total assets at end of year | 2014-06-30 | $16,669,888 |
Value of total assets at beginning of year | 2014-06-30 | $15,690,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $15,884 |
Total interest from all sources | 2014-06-30 | $10,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $29,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $29,335 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $933,967 |
Participant contributions at end of year | 2014-06-30 | $240,795 |
Participant contributions at beginning of year | 2014-06-30 | $226,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $16,540 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $667 |
Administrative expenses (other) incurred | 2014-06-30 | $12,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $869,023 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $16,669,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $15,690,573 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $3,413 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $15,694,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $14,774,571 |
Interest on participant loans | 2014-06-30 | $10,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $1,210 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $21,690 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $21,690 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $732,753 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $406,469 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,546,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Employer contributions (assets) at beginning of year | 2014-06-30 | $261,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,651,698 |
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 | 2014-06-30 | Yes |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2014-06-30 | 030327374 |
2013 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-06-30 | $2,815,081 |
Total of all expenses incurred | 2013-06-30 | $781,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $762,538 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,128,989 |
Value of total assets at end of year | 2013-06-30 | $15,690,573 |
Value of total assets at beginning of year | 2013-06-30 | $13,656,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $18,784 |
Total interest from all sources | 2013-06-30 | $8,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $860,664 |
Participant contributions at end of year | 2013-06-30 | $226,728 |
Participant contributions at beginning of year | 2013-06-30 | $148,773 |
Participant contributions at end of year | 2013-06-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $7,210 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $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 | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $2,033,759 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $15,690,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $13,656,814 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $17,909 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $14,774,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $12,546,248 |
Interest on participant loans | 2013-06-30 | $8,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $21,690 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $276,674 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $276,674 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $406,469 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $410,695 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $1,677,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $261,115 |
Employer contributions (assets) at end of year | 2013-06-30 | $261,115 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $274,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $762,538 |
Contract administrator fees | 2013-06-30 | $875 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | MCSOLEY, MCCOY & COMPANY |
Accountancy firm EIN | 2013-06-30 | 030327374 |
2012 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $1,309,414 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $1,087,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,069,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,173,422 |
Value of total assets at end of year | 2012-06-30 | $13,656,814 |
Value of total assets at beginning of year | 2012-06-30 | $13,435,091 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $18,684 |
Total interest from all sources | 2012-06-30 | $8,056 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $625 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $874,015 |
Participant contributions at end of year | 2012-06-30 | $148,773 |
Participant contributions at beginning of year | 2012-06-30 | $159,015 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $24,983 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $221,723 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $13,656,814 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $13,435,091 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $18,059 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $12,546,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $11,924,307 |
Interest on participant loans | 2012-06-30 | $8,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $276,674 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $481,436 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $481,436 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $410,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $587,620 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $127,936 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $274,424 |
Employer contributions (assets) at end of year | 2012-06-30 | $274,424 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $282,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,069,007 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | MCSOLEY MCCOY & COMPANY |
Accountancy firm EIN | 2012-06-30 | 030327374 |
2011 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $3,480,435 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $701,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $681,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,212,733 |
Value of total assets at end of year | 2011-06-30 | $13,435,091 |
Value of total assets at beginning of year | 2011-06-30 | $10,656,139 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $20,028 |
Total interest from all sources | 2011-06-30 | $245,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $625 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $904,601 |
Participant contributions at end of year | 2011-06-30 | $159,015 |
Participant contributions at beginning of year | 2011-06-30 | $135,044 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $25,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $2,778,952 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $13,435,091 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $10,656,139 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $19,403 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $11,924,307 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $9,200,124 |
Interest on participant loans | 2011-06-30 | $7,535 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $481,436 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $342,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $342,480 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $237,760 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $587,620 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $691,840 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $2,022,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $282,713 |
Employer contributions (assets) at end of year | 2011-06-30 | $282,713 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $286,651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $681,455 |
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 | 2011-06-30 | Yes |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | MCSOLEY MCCOY & COMPANY |
Accountancy firm EIN | 2011-06-30 | 030327374 |
2010 : THE UNIVERSITY OF VERMONT HEALTH NETWORK - HOME HEALTH & HOSPICE INC. 403(B) RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |