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THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN
Plan identification number 002

THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

LOOMIS HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOOMIS HOUSE, INC.
Employer identification number (EIN):042108366
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARGARET MANTONI2023-10-12
0022021-01-01MARGARET MANTONI2022-10-11
0022020-01-01MARGARET MANTONI2021-10-06
0022019-01-01MARGARET MANTONI2020-10-13
0022018-01-01MARGARET MANTONI2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01MARGARET MANTONI
0022014-01-01MARGARET MANTONI
0022013-01-01MARGARET MANTONI
0022012-01-01BARRY WAITE
0022011-01-01MARGARET R MANTONI
0022009-01-01MARGARET R MANTONI MARGARET R MANTONI2010-10-15

Plan Statistics for THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN

Measure Date Value
2022: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01523
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01548
Total number of active participants reported on line 7a of the Form 55002021-01-01441
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0182
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01523
Number of participants with account balances2021-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01505
Total number of active participants reported on line 7a of the Form 55002020-01-01480
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01548
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01525
Total number of active participants reported on line 7a of the Form 55002019-01-01432
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01505
Number of participants with account balances2019-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01467
Total number of active participants reported on line 7a of the Form 55002018-01-01400
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01125
Total of all active and inactive participants2018-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01525
Number of participants with account balances2018-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01578
Total number of active participants reported on line 7a of the Form 55002017-01-01352
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01467
Number of participants with account balances2017-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01580
Total number of active participants reported on line 7a of the Form 55002016-01-01541
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01578
Number of participants with account balances2016-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01662
Total number of active participants reported on line 7a of the Form 55002015-01-01539
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01580
Number of participants with account balances2015-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01632
Total number of active participants reported on line 7a of the Form 55002014-01-01551
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01662
Number of participants with account balances2014-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01608
Total number of active participants reported on line 7a of the Form 55002013-01-01571
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01632
Number of participants with account balances2013-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01598
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0147
Total of all active and inactive participants2012-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01608
Number of participants with account balances2012-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01618
Total number of active participants reported on line 7a of the Form 55002011-01-01545
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01598
Number of participants with account balances2011-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01322
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01349
Number of participants with account balances2009-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN

Measure Date Value
2022 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-539,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$560,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$505,875
Value of total corrective distributions2022-12-31$3,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$521,605
Value of total assets at end of year2022-12-31$5,451,371
Value of total assets at beginning of year2022-12-31$6,551,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,007
Total interest from all sources2022-12-31$13,460
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$370,627
Participant contributions at end of year2022-12-31$151,193
Participant contributions at beginning of year2022-12-31$119,299
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$17,943
Total non interest bearing cash at end of year2022-12-31$429
Total non interest bearing cash at beginning of year2022-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,100,507
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,451,371
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,551,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,979,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,110,220
Interest on participant loans2022-12-31$6,366
Interest earned on other investments2022-12-31$7,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$320,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$322,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,074,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$133,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$505,875
Contract administrator fees2022-12-31$51,007
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,462,284
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,781,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,710,961
Expenses. Certain deemed distributions of participant loans2021-12-31$9,119
Value of total corrective distributions2021-12-31$4,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$557,183
Value of total assets at end of year2021-12-31$6,551,878
Value of total assets at beginning of year2021-12-31$6,871,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,541
Total interest from all sources2021-12-31$12,877
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$412,100
Participant contributions at end of year2021-12-31$119,299
Participant contributions at beginning of year2021-12-31$125,557
Participant contributions at beginning of year2021-12-31$10
Total non interest bearing cash at end of year2021-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-319,606
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,551,878
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,871,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,110,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,364,358
Interest on participant loans2021-12-31$5,084
Interest earned on other investments2021-12-31$7,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$322,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$375,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$892,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$145,083
Employer contributions (assets) at beginning of year2021-12-31$6,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,710,961
Contract administrator fees2021-12-31$57,541
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,517,807
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$738,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$666,422
Expenses. Certain deemed distributions of participant loans2020-12-31$15,815
Value of total corrective distributions2020-12-31$8,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$592,783
Value of total assets at end of year2020-12-31$6,871,484
Value of total assets at beginning of year2020-12-31$6,092,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,105
Total interest from all sources2020-12-31$15,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$437,687
Participant contributions at end of year2020-12-31$125,557
Participant contributions at beginning of year2020-12-31$145,860
Participant contributions at end of year2020-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,397
Total non interest bearing cash at beginning of year2020-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$779,068
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,871,484
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,092,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,364,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,540,467
Interest on participant loans2020-12-31$6,158
Interest earned on other investments2020-12-31$9,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$375,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$405,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$909,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,699
Employer contributions (assets) at end of year2020-12-31$6,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$666,422
Contract administrator fees2020-12-31$48,105
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end 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$1,608,404
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$776,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$722,448
Value of total corrective distributions2019-12-31$4,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$586,865
Value of total assets at end of year2019-12-31$6,092,416
Value of total assets at beginning of year2019-12-31$5,260,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,771
Total interest from all sources2019-12-31$17,044
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$439,974
Participant contributions at end of year2019-12-31$145,860
Participant contributions at beginning of year2019-12-31$146,242
Participant contributions at beginning of year2019-12-31$14,257
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,533
Total non interest bearing cash at end of year2019-12-31$775
Total non interest bearing cash at beginning of year2019-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$832,238
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,092,416
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,260,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,540,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,739,852
Interest on participant loans2019-12-31$7,252
Interest earned on other investments2019-12-31$9,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$405,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$354,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,004,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$138,358
Employer contributions (assets) at beginning of year2019-12-31$5,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$722,448
Contract administrator fees2019-12-31$48,771
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN2019-12-31431947695
2018 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,608
Total income from all sources (including contributions)2018-12-31$367,006
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,361,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,293,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$520,363
Value of total assets at end of year2018-12-31$5,260,178
Value of total assets at beginning of year2018-12-31$6,261,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,881
Total interest from all sources2018-12-31$15,147
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$380,999
Participant contributions at end of year2018-12-31$146,242
Participant contributions at beginning of year2018-12-31$126,933
Participant contributions at end of year2018-12-31$14,257
Participant contributions at beginning of year2018-12-31$15,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,608
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$2,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-994,681
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,260,178
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,254,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,739,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,632,444
Interest on participant loans2018-12-31$5,158
Interest earned on other investments2018-12-31$9,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$354,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$477,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-168,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$139,364
Employer contributions (assets) at end of year2018-12-31$5,543
Employer contributions (assets) at beginning of year2018-12-31$6,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,293,806
Contract administrator fees2018-12-31$67,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,671
Total income from all sources (including contributions)2017-12-31$1,743,249
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,099,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,021,547
Value of total corrective distributions2017-12-31$5,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$878,075
Value of total assets at end of year2017-12-31$6,261,467
Value of total assets at beginning of year2017-12-31$5,617,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,968
Total interest from all sources2017-12-31$13,864
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$580,739
Participant contributions at end of year2017-12-31$126,933
Participant contributions at beginning of year2017-12-31$172,530
Participant contributions at end of year2017-12-31$15,378
Participant contributions at beginning of year2017-12-31$21,503
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$98,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,671
Total non interest bearing cash at end of year2017-12-31$2,623
Total non interest bearing cash at beginning of year2017-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$643,691
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,254,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,611,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$23,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,632,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,095,280
Interest on participant loans2017-12-31$5,382
Interest earned on other investments2017-12-31$8,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$477,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$320,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$851,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$198,854
Employer contributions (assets) at end of year2017-12-31$6,180
Employer contributions (assets) at beginning of year2017-12-31$8,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,021,547
Contract administrator fees2017-12-31$72,968
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,671
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,202,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$607,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$558,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$809,300
Value of total assets at end of year2016-12-31$5,617,839
Value of total assets at beginning of year2016-12-31$5,015,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,168
Total interest from all sources2016-12-31$5,725
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$591,968
Participant contributions at end of year2016-12-31$172,530
Participant contributions at beginning of year2016-12-31$140,892
Participant contributions at end of year2016-12-31$21,503
Participant contributions at beginning of year2016-12-31$20,975
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,671
Total non interest bearing cash at end of year2016-12-31$2
Total non interest bearing cash at beginning of year2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$595,821
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,611,168
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,015,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,095,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,534,212
Interest on participant loans2016-12-31$5,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$320,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$306,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$387,934
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$204,553
Employer contributions (assets) at end of year2016-12-31$8,113
Employer contributions (assets) at beginning of year2016-12-31$13,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$558,970
Contract administrator fees2016-12-31$48,168
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 name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$864,967
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$696,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$660,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$855,976
Value of total assets at end of year2015-12-31$5,015,347
Value of total assets at beginning of year2015-12-31$4,846,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,483
Total interest from all sources2015-12-31$9,646
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$586,163
Participant contributions at end of year2015-12-31$140,892
Participant contributions at beginning of year2015-12-31$131,302
Participant contributions at end of year2015-12-31$20,975
Participant contributions at beginning of year2015-12-31$16,587
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$63,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,251
Total non interest bearing cash at end of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$168,620
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,015,347
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,846,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,534,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,400,286
Interest on participant loans2015-12-31$5,872
Interest earned on other investments2015-12-31$3,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$292,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$292,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$306,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-655
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$206,780
Employer contributions (assets) at end of year2015-12-31$13,071
Employer contributions (assets) at beginning of year2015-12-31$4,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$660,864
Contract administrator fees2015-12-31$35,483
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
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 name2015-12-31MAYER HOFFMANN MCCANN, P.C.
Accountancy firm EIN2015-12-31431947695
2014 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$980,503
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$253,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$212,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$749,162
Value of total assets at end of year2014-12-31$4,846,727
Value of total assets at beginning of year2014-12-31$4,119,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$40,350
Total interest from all sources2014-12-31$3,744
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$70,698
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$70,698
Administrative expenses professional fees incurred2014-12-31$10,000
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$554,222
Participant contributions at end of year2014-12-31$131,302
Participant contributions at beginning of year2014-12-31$68,950
Participant contributions at end of year2014-12-31$16,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,340
Administrative expenses (other) incurred2014-12-31$30,350
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$727,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,846,727
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,119,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,400,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,778,766
Interest on participant loans2014-12-31$3,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$292,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$270,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$270,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$156,899
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$194,940
Employer contributions (assets) at end of year2014-12-31$4,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$212,662
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 name2014-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2014-12-31431947695
2013 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,000
Total income from all sources (including contributions)2013-12-31$1,353,774
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$253,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$226,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$770,796
Value of total assets at end of year2013-12-31$4,119,236
Value of total assets at beginning of year2013-12-31$3,028,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,816
Total interest from all sources2013-12-31$2,249
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$57,199
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$57,199
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$515,378
Participant contributions at end of year2013-12-31$68,950
Participant contributions at beginning of year2013-12-31$44,187
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$73,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$121
Administrative expenses (other) incurred2013-12-31$26,816
Liabilities. Value of operating payables at beginning of year2013-12-31$10,000
Total non interest bearing cash at beginning of year2013-12-31$10,122
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$1,100,303
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,119,236
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,018,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,778,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,750,831
Interest on participant loans2013-12-31$2,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$270,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$223,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$223,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$523,530
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$181,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$226,655
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 name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,029,950
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$170,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$135,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$723,204
Value of total assets at end of year2012-12-31$3,028,933
Value of total assets at beginning of year2012-12-31$2,159,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,545
Total interest from all sources2012-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$56,332
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$56,332
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 period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$500,715
Participant contributions at end of year2012-12-31$44,187
Participant contributions at beginning of year2012-12-31$17,906
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,637
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$137
Administrative expenses (other) incurred2012-12-31$34,545
Liabilities. Value of operating payables at end of year2012-12-31$10,000
Total non interest bearing cash at end of year2012-12-31$10,122
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$859,630
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,018,933
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,159,303
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$2,750,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,141,260
Interest on participant loans2012-12-31$1,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$223,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$248,277
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$182,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$135,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$634,781
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$79,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,888
Value of total corrective distributions2011-12-31$9,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$674,418
Value of total assets at end of year2011-12-31$2,159,303
Value of total assets at beginning of year2011-12-31$1,603,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,222
Total interest from all sources2011-12-31$230
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$40,492
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$40,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$160,393
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$472,419
Participant contributions at end of year2011-12-31$17,906
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,003
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$745
Administrative expenses (other) incurred2011-12-31$3,228
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$555,372
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,159,303
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,603,931
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
Investment advisory and management fees2011-12-31$11,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,141,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,603,186
Interest on participant loans2011-12-31$230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-80,359
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$183,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,888
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 name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$750,812
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$79,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$584,459
Value of total assets at end of year2010-12-31$1,603,931
Value of total assets at beginning of year2010-12-31$932,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,446
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,764
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$20,764
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$93,250
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$420,112
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$36
Administrative expenses (other) incurred2010-12-31$3
Total non interest bearing cash at beginning of year2010-12-31$25,245
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$671,423
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,603,931
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$932,508
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
Investment advisory and management fees2010-12-31$8,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,603,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$907,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$145,589
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$144,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$70,943
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN

2022: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE LOOMIS COMMUNITIES 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered411
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered523
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered548
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered505
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered525
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered467
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809714
Policy instance 1
Insurance contract or identification number809714
Number of Individuals Covered580
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 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

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