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FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 401k Plan overview

Plan NameFENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN
Plan identification number 002

FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

FENWAY COMMUNITY HEALTH CENTER, INC . has sponsored the creation of one or more 401k plans.

Company Name:FENWAY COMMUNITY HEALTH CENTER, INC .
Employer identification number (EIN):042510564
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01SUE KELLEY
0022015-07-01SUE KELLEY
0022014-07-01SUE KELLEY
0022013-07-01SUE KELLEY
0022012-07-01JEFFREY LIEBERMAN
0022011-07-01JEROME GREEN
0022009-07-01JEROME GREEN

Plan Statistics for FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN

401k plan membership statisitcs for FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN

Measure Date Value
2021: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,133
Total number of active participants reported on line 7a of the Form 55002021-07-01710
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01428
Total of all active and inactive participants2021-07-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-011,138
Number of participants with account balances2021-07-011,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,120
Total number of active participants reported on line 7a of the Form 55002020-07-01699
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01434
Total of all active and inactive participants2020-07-011,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011,133
Number of participants with account balances2020-07-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,173
Total number of active participants reported on line 7a of the Form 55002019-07-01732
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01388
Total of all active and inactive participants2019-07-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-011,120
Number of participants with account balances2019-07-011,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01999
Total number of active participants reported on line 7a of the Form 55002018-07-01701
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01456
Total of all active and inactive participants2018-07-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,157
Number of participants with account balances2018-07-011,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0151
2017: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01634
Total number of active participants reported on line 7a of the Form 55002017-07-01633
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01366
Total of all active and inactive participants2017-07-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01999
Number of participants with account balances2017-07-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0131
2016: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01642
Total number of active participants reported on line 7a of the Form 55002016-07-01459
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01174
Total of all active and inactive participants2016-07-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01633
Number of participants with account balances2016-07-01573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01592
Total number of active participants reported on line 7a of the Form 55002015-07-01440
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01202
Total of all active and inactive participants2015-07-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01642
Number of participants with account balances2015-07-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01519
Total number of active participants reported on line 7a of the Form 55002014-07-01409
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01182
Total of all active and inactive participants2014-07-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01591
Number of participants with account balances2014-07-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0139
2013: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01487
Total number of active participants reported on line 7a of the Form 55002013-07-01388
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01131
Total of all active and inactive participants2013-07-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01519
Number of participants with account balances2013-07-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0129
2012: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01462
Total number of active participants reported on line 7a of the Form 55002012-07-01386
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0198
Total of all active and inactive participants2012-07-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01484
Number of participants with account balances2012-07-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0115
2011: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01367
Total number of active participants reported on line 7a of the Form 55002011-07-01359
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01103
Total of all active and inactive participants2011-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01462
Number of participants with account balances2011-07-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0116
2009: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01264
Total number of active participants reported on line 7a of the Form 55002009-07-01239
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0190
Total of all active and inactive participants2009-07-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01329
Number of participants with account balances2009-07-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN

Measure Date Value
2022 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-3,778,220
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$8,346,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,206,636
Value of total corrective distributions2022-06-30$3
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$6,073,948
Value of total assets at end of year2022-06-30$60,645,287
Value of total assets at beginning of year2022-06-30$72,769,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$139,533
Total interest from all sources2022-06-30$147,920
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,007,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,007,902
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,659,358
Participant contributions at end of year2022-06-30$500,571
Participant contributions at beginning of year2022-06-30$455,823
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$286,703
Administrative expenses (other) incurred2022-06-30$139,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-12,124,392
Value of net assets at end of year (total assets less liabilities)2022-06-30$60,645,287
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$72,769,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$55,639,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$66,940,483
Value of interest in pooled separate accounts at end of year2022-06-30$341,604
Value of interest in pooled separate accounts at beginning of year2022-06-30$281,932
Interest on participant loans2022-06-30$24,416
Interest earned on other investments2022-06-30$123,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,861,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,502,171
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$57,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-11,072,423
Net investment gain/loss from pooled separate accounts2022-06-30$64,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,127,887
Employer contributions (assets) at end of year2022-06-30$301,231
Employer contributions (assets) at beginning of year2022-06-30$589,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,149,132
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30AAFCPAS, INC.
Accountancy firm EIN2022-06-30042571780
2021 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$22,233,779
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,603,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,474,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$5,392,755
Value of total assets at end of year2021-06-30$72,769,679
Value of total assets at beginning of year2021-06-30$53,138,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$128,116
Total interest from all sources2021-06-30$106,417
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$730,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$730,977
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$3,216,526
Participant contributions at end of year2021-06-30$455,823
Participant contributions at beginning of year2021-06-30$441,985
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$255,188
Administrative expenses (other) incurred2021-06-30$128,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$19,630,767
Value of net assets at end of year (total assets less liabilities)2021-06-30$72,769,679
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$53,138,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$66,940,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$47,308,445
Value of interest in pooled separate accounts at end of year2021-06-30$281,932
Value of interest in pooled separate accounts at beginning of year2021-06-30$265,922
Interest on participant loans2021-06-30$21,926
Interest earned on other investments2021-06-30$84,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$4,502,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,587,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$15,985,678
Net investment gain/loss from pooled separate accounts2021-06-30$17,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,921,041
Employer contributions (assets) at end of year2021-06-30$589,270
Employer contributions (assets) at beginning of year2021-06-30$535,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,474,896
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30AAFCPAS, INC.
Accountancy firm EIN2021-06-30042571780
2020 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$6,847,661
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,263,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,157,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,964,175
Value of total assets at end of year2020-06-30$53,138,912
Value of total assets at beginning of year2020-06-30$49,554,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$106,185
Total interest from all sources2020-06-30$107,118
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$774,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$774,742
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,075,083
Participant contributions at end of year2020-06-30$441,985
Participant contributions at beginning of year2020-06-30$414,986
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$66,066
Other income not declared elsewhere2020-06-30$254
Administrative expenses (other) incurred2020-06-30$106,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$3,584,254
Value of net assets at end of year (total assets less liabilities)2020-06-30$53,138,912
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$49,554,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$47,308,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$46,251,010
Value of interest in pooled separate accounts at end of year2020-06-30$265,922
Value of interest in pooled separate accounts at beginning of year2020-06-30$276,632
Interest on participant loans2020-06-30$25,230
Interest earned on other investments2020-06-30$81,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,587,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,372,254
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$37,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$998,554
Net investment gain/loss from pooled separate accounts2020-06-30$2,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,823,026
Employer contributions (assets) at end of year2020-06-30$535,496
Employer contributions (assets) at beginning of year2020-06-30$239,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,119,920
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2020-06-30042571780
2019 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$7,873,561
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,710,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,660,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$5,056,620
Value of total assets at end of year2019-06-30$49,554,658
Value of total assets at beginning of year2019-06-30$44,391,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$50,217
Total interest from all sources2019-06-30$107,381
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$648,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$648,594
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,787,204
Participant contributions at end of year2019-06-30$414,986
Participant contributions at beginning of year2019-06-30$389,681
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$565,339
Administrative expenses (other) incurred2019-06-30$50,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$5,162,747
Value of net assets at end of year (total assets less liabilities)2019-06-30$49,554,658
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$44,391,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$46,251,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$40,579,770
Value of interest in pooled separate accounts at end of year2019-06-30$276,632
Value of interest in pooled separate accounts at beginning of year2019-06-30$385,480
Income. Interest from loans (other than to participants)2019-06-30$19,682
Interest earned on other investments2019-06-30$87,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,372,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,276,072
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$7,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,045,499
Net investment gain/loss from pooled separate accounts2019-06-30$15,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,704,077
Employer contributions (assets) at end of year2019-06-30$239,776
Employer contributions (assets) at beginning of year2019-06-30$760,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,653,021
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2019-06-30042571780
2018 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$7,284,048
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$7,768,037
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,109,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,068,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,575,802
Value of total assets at end of year2018-06-30$44,391,911
Value of total assets at beginning of year2018-06-30$30,449,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$41,326
Total interest from all sources2018-06-30$59,324
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$504,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$504,064
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,373,902
Participant contributions at end of year2018-06-30$389,681
Participant contributions at beginning of year2018-06-30$348,539
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$159,369
Administrative expenses (other) incurred2018-06-30$41,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$6,658,340
Value of net assets at end of year (total assets less liabilities)2018-06-30$44,391,911
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$30,449,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$40,579,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$29,815,806
Value of interest in pooled separate accounts at end of year2018-06-30$385,480
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$17,195
Interest earned on other investments2018-06-30$42,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,276,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,618,986
Net investment gain/loss from pooled separate accounts2018-06-30$9,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$2,042,531
Employer contributions (assets) at end of year2018-06-30$760,908
Employer contributions (assets) at beginning of year2018-06-30$285,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,068,371
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2018-06-30042571780
2017 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$8,222,648
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,170,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,138,084
Expenses. Certain deemed distributions of participant loans2017-06-30$13,417
Value of total corrective distributions2017-06-30$3,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,285,129
Value of total assets at end of year2017-06-30$30,449,523
Value of total assets at beginning of year2017-06-30$25,397,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,737
Total interest from all sources2017-06-30$11,185
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$378,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$378,995
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,129,752
Participant contributions at end of year2017-06-30$348,539
Participant contributions at beginning of year2017-06-30$259,828
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$337,494
Other income not declared elsewhere2017-06-30$2,334
Administrative expenses (other) incurred2017-06-30$15,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$5,051,766
Value of net assets at end of year (total assets less liabilities)2017-06-30$30,449,523
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$25,397,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$29,815,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$24,952,494
Interest on participant loans2017-06-30$11,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,545,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,817,883
Employer contributions (assets) at end of year2017-06-30$285,178
Employer contributions (assets) at beginning of year2017-06-30$185,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,138,084
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2017-06-30042571780
2016 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$3,521,500
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,296,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,266,331
Expenses. Certain deemed distributions of participant loans2016-06-30$9,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$3,552,562
Value of total assets at end of year2016-06-30$25,397,757
Value of total assets at beginning of year2016-06-30$23,172,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,910
Total interest from all sources2016-06-30$3,800
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,132,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,132,799
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,845,359
Participant contributions at end of year2016-06-30$259,828
Participant contributions at beginning of year2016-06-30$258,836
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$65,491
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$82,406
Administrative expenses (other) incurred2016-06-30$20,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$2,224,889
Value of net assets at end of year (total assets less liabilities)2016-06-30$25,397,757
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$23,172,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$24,952,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$22,697,786
Interest on participant loans2016-06-30$3,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,167,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,624,797
Employer contributions (assets) at end of year2016-06-30$185,435
Employer contributions (assets) at beginning of year2016-06-30$150,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,266,331
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2016-06-30042571780
2015 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$4,131,373
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,621,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,563,303
Expenses. Certain deemed distributions of participant loans2015-06-30$46,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,437,348
Value of total assets at end of year2015-06-30$23,172,868
Value of total assets at beginning of year2015-06-30$20,662,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$11,634
Total interest from all sources2015-06-30$7,336
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$911,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$911,688
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,741,273
Participant contributions at end of year2015-06-30$258,836
Participant contributions at beginning of year2015-06-30$266,580
Participant contributions at end of year2015-06-30$65,491
Participant contributions at beginning of year2015-06-30$125,993
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$632,830
Other income not declared elsewhere2015-06-30$15,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,510,304
Value of net assets at end of year (total assets less liabilities)2015-06-30$23,172,868
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$20,662,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$22,697,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,053,115
Interest on participant loans2015-06-30$7,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-240,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,063,245
Employer contributions (assets) at end of year2015-06-30$150,755
Employer contributions (assets) at beginning of year2015-06-30$216,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,563,303
Contract administrator fees2015-06-30$11,634
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2015-06-30042571780
2014 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$6,025,707
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,371,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,342,133
Expenses. Certain deemed distributions of participant loans2014-06-30$4,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,932,513
Value of total assets at end of year2014-06-30$20,662,564
Value of total assets at beginning of year2014-06-30$16,008,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$25,627
Total interest from all sources2014-06-30$5,764
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$595,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$595,758
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,686,502
Participant contributions at end of year2014-06-30$266,580
Participant contributions at beginning of year2014-06-30$133,886
Participant contributions at end of year2014-06-30$125,993
Participant contributions at beginning of year2014-06-30$64,781
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$183,642
Other income not declared elsewhere2014-06-30$5,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,653,865
Value of net assets at end of year (total assets less liabilities)2014-06-30$20,662,564
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$16,008,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$20,053,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$15,678,854
Income. Interest from corporate debt instruments2014-06-30$5,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,485,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,062,369
Employer contributions (assets) at end of year2014-06-30$216,876
Employer contributions (assets) at beginning of year2014-06-30$131,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,342,133
Contract administrator fees2014-06-30$25,627
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2014-06-30042571780
2013 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$4,150,247
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,236,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,211,901
Expenses. Certain deemed distributions of participant loans2013-06-30$16,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,418,297
Value of total assets at end of year2013-06-30$16,008,699
Value of total assets at beginning of year2013-06-30$13,094,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,688
Total interest from all sources2013-06-30$4,740
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$338,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$338,593
Administrative expenses professional fees incurred2013-06-30$7,688
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,505,993
Participant contributions at end of year2013-06-30$133,886
Participant contributions at beginning of year2013-06-30$153,462
Participant contributions at end of year2013-06-30$64,781
Participant contributions at beginning of year2013-06-30$53,992
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$28,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,913,711
Value of net assets at end of year (total assets less liabilities)2013-06-30$16,008,699
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,094,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$15,678,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,759,975
Interest on participant loans2013-06-30$4,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,388,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$883,453
Employer contributions (assets) at end of year2013-06-30$131,178
Employer contributions (assets) at beginning of year2013-06-30$127,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,211,901
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2013-06-30042571780
2012 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,152,179
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$349,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$343,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,225,555
Value of total assets at end of year2012-06-30$13,094,988
Value of total assets at beginning of year2012-06-30$11,292,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$5,624
Total interest from all sources2012-06-30$6,645
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$261,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$261,807
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,380,103
Participant contributions at end of year2012-06-30$153,462
Participant contributions at beginning of year2012-06-30$169,720
Participant contributions at end of year2012-06-30$53,992
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$49,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,802,786
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,094,988
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,292,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$5,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,759,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,014,470
Interest on participant loans2012-06-30$6,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-341,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$796,270
Employer contributions (assets) at end of year2012-06-30$127,559
Employer contributions (assets) at beginning of year2012-06-30$108,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$343,769
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2012-06-30042571780
2011 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,996,861
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$735,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$730,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,923,796
Value of total assets at end of year2011-06-30$11,292,202
Value of total assets at beginning of year2011-06-30$8,030,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,070
Total interest from all sources2011-06-30$5,567
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$176,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$176,578
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,146,753
Participant contributions at end of year2011-06-30$169,720
Participant contributions at beginning of year2011-06-30$192,090
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$98,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$3,261,648
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,292,202
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,030,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$5,070
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,014,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$7,744,871
Interest on participant loans2011-06-30$5,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,890,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$678,671
Employer contributions (assets) at end of year2011-06-30$108,012
Employer contributions (assets) at beginning of year2011-06-30$93,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$730,143
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2011-06-30042571780
2010 : FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN

2021: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FENWAY COMMUNITY HEALTH CENTER, INC. TAX SHELTERED ANNUITY AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number814059A
Policy instance 3
Insurance contract or identification number814059A
Number of Individuals Covered1027
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334356
Policy instance 2
Insurance contract or identification number334356
Number of Individuals Covered71
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334355
Policy instance 1
Insurance contract or identification number334355
Number of Individuals Covered135
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number814059A
Policy instance 3
Insurance contract or identification number814059A
Number of Individuals Covered1006
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334356
Policy instance 2
Insurance contract or identification number334356
Number of Individuals Covered78
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334355
Policy instance 1
Insurance contract or identification number334355
Number of Individuals Covered144
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number814059A
Policy instance 3
Insurance contract or identification number814059A
Number of Individuals Covered972
Insurance policy start date2020-05-27
Insurance policy end date2020-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334356
Policy instance 2
Insurance contract or identification number334356
Number of Individuals Covered79
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334355
Policy instance 1
Insurance contract or identification number334355
Number of Individuals Covered153
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334355
Policy instance 1
Insurance contract or identification number334355
Number of Individuals Covered169
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334356
Policy instance 2
Insurance contract or identification number334356
Number of Individuals Covered90
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334356
Policy instance 2
Insurance contract or identification number334356
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334355
Policy instance 1
Insurance contract or identification number334355
Number of Individuals Covered179
Insurance policy start date2018-01-01
Insurance policy end date2018-06-30
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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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