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CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 401k Plan overview

Plan NameCODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN
Plan identification number 001

CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CODMAN SQUARE HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:CODMAN SQUARE HEALTH CENTER
Employer identification number (EIN):042678774
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-10-01SANDRA COTTERELL2023-05-15
0012018-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012017-10-01
0012017-10-01
0012016-10-01DEBBIE HILTON-CREEK
0012016-10-01
0012015-10-01DEBBIE HILTON-CREEK
0012014-10-01DEBBIE HILTON-CREEK DEBBIE HILTON-CREEK2016-09-13
0012014-01-01DEBBIE HILTON-CREEK
0012013-10-01LARRY MUNNS
0012012-10-01LARRY MUNNS
0012011-10-01LARRY MUNNS
0012010-10-01LARRY MUNNS
0012009-10-01LARRY MUNNS

Plan Statistics for CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN

401k plan membership statisitcs for CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN

Measure Date Value
2019: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01476
Total number of active participants reported on line 7a of the Form 55002019-10-01303
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01131
Total of all active and inactive participants2019-10-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01434
Number of participants with account balances2019-10-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-013
2018: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01416
Total number of active participants reported on line 7a of the Form 55002018-10-01364
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01112
Total of all active and inactive participants2018-10-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01476
Number of participants with account balances2018-10-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-014
2017: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01418
Total number of active participants reported on line 7a of the Form 55002017-10-01312
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-01103
Total of all active and inactive participants2017-10-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01415
Number of participants with account balances2017-10-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0114
2016: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01386
Total number of active participants reported on line 7a of the Form 55002016-10-01329
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0189
Total of all active and inactive participants2016-10-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01418
Number of participants with account balances2016-10-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-019
2015: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01330
Total number of active participants reported on line 7a of the Form 55002015-10-01306
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0179
Total of all active and inactive participants2015-10-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01385
Number of participants with account balances2015-10-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01176
Total number of active participants reported on line 7a of the Form 55002014-10-01256
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0178
Total of all active and inactive participants2014-10-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01334
Number of participants with account balances2014-10-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-015
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01334
Number of participants with account balances2014-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01163
Total number of active participants reported on line 7a of the Form 55002013-10-01166
Number of retired or separated participants receiving benefits2013-10-0110
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01176
Number of participants with account balances2013-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01150
Total number of active participants reported on line 7a of the Form 55002012-10-01163
Number of retired or separated participants receiving benefits2012-10-0112
Total of all active and inactive participants2012-10-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01175
Number of participants with account balances2012-10-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0193
Total number of active participants reported on line 7a of the Form 55002011-10-01150
Total of all active and inactive participants2011-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01150
Number of participants with account balances2011-10-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01110
Total number of active participants reported on line 7a of the Form 55002010-10-0193
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0193
Number of participants with account balances2010-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01246
Total number of active participants reported on line 7a of the Form 55002009-10-01246
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01246
Number of participants with account balances2009-10-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN

Measure Date Value
2020 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,911,023
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,533,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,511,058
Expenses. Certain deemed distributions of participant loans2020-09-30$2,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$988,809
Value of total assets at end of year2020-09-30$11,795,887
Value of total assets at beginning of year2020-09-30$11,418,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$20,062
Total interest from all sources2020-09-30$29,583
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$83,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$83,073
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$791,874
Participant contributions at end of year2020-09-30$136,965
Participant contributions at beginning of year2020-09-30$129,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$377,588
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,795,887
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$11,418,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$10,086,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$11,021,478
Interest on participant loans2020-09-30$10,607
Interest earned on other investments2020-09-30$18,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,375,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$90,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$809,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$196,935
Employer contributions (assets) at end of year2020-09-30$196,935
Employer contributions (assets) at beginning of year2020-09-30$176,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,511,058
Contract administrator fees2020-09-30$20,062
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-09-30Yes
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30AAFCPAS, INC.
Accountancy firm EIN2020-09-30042571780
2019 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-09-30$0
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$0
Total transfer of assets from this plan2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Expenses. Interest paid2019-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,321,197
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$665,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$648,817
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$885,895
Value of total assets at end of year2019-09-30$11,418,299
Value of total assets at beginning of year2019-09-30$10,762,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$16,390
Total income from rents2019-09-30$0
Total interest from all sources2019-09-30$11,680
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$0
Assets. Real estate other than employer real property at end of year2019-09-30$0
Assets. Real estate other than employer real property at beginning of year2019-09-30$0
Administrative expenses professional fees incurred2019-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$709,065
Participant contributions at end of year2019-09-30$129,147
Participant contributions at beginning of year2019-09-30$158,798
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$0
Assets. Other investments not covered elsewhere at end of year2019-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Assets. Loans (other than to participants) at end of year2019-09-30$0
Assets. Loans (other than to participants) at beginning of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$0
Liabilities. Value of operating payables at end of year2019-09-30$0
Liabilities. Value of operating payables at beginning of year2019-09-30$0
Total non interest bearing cash at end of year2019-09-30$0
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Income. Non cash contributions2019-09-30$0
Value of net income/loss2019-09-30$655,990
Value of net assets at end of year (total assets less liabilities)2019-09-30$11,418,299
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$10,762,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Assets. partnership/joint venture interests at end of year2019-09-30$0
Assets. partnership/joint venture interests at beginning of year2019-09-30$0
Investment advisory and management fees2019-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$11,021,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$10,280,085
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$0
Interest on participant loans2019-09-30$5,761
Income. Interest from loans (other than to participants)2019-09-30$0
Interest earned on other investments2019-09-30$5,919
Income. Interest from US Government securities2019-09-30$0
Income. Interest from corporate debt instruments2019-09-30$0
Value of interest in master investment trust accounts at end of year2019-09-30$0
Value of interest in master investment trust accounts at beginning of year2019-09-30$0
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$90,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$116,020
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Asset value of US Government securities at end of year2019-09-30$0
Asset value of US Government securities at beginning of year2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$423,622
Net investment gain/loss from pooled separate accounts2019-09-30$0
Net investment gain or loss from common/collective trusts2019-09-30$0
Net gain/loss from 103.12 investment entities2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Assets. Invements in employer securities at end of year2019-09-30$0
Assets. Invements in employer securities at beginning of year2019-09-30$0
Assets. Value of employer real property at end of year2019-09-30$0
Assets. Value of employer real property at beginning of year2019-09-30$0
Contributions received in cash from employer2019-09-30$176,830
Employer contributions (assets) at end of year2019-09-30$176,830
Employer contributions (assets) at beginning of year2019-09-30$207,406
Income. Dividends from preferred stock2019-09-30$0
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$648,817
Asset. Corporate debt instrument preferred debt at end of year2019-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-09-30$0
Contract administrator fees2019-09-30$16,390
Assets. Corporate common stocks other than exployer securities at end of year2019-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-09-30$0
Liabilities. Value of benefit claims payable at end of year2019-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-09-30$0
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Aggregate proceeds on sale of assets2019-09-30$0
Aggregate carrying amount (costs) on sale of assets2019-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2019-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30AAFCPAS INC.
Accountancy firm EIN2019-09-30042571780
2018 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-09-30$0
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$0
Total transfer of assets from this plan2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Expenses. Interest paid2018-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,655,323
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$252,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$234,817
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Value of total corrective distributions2018-09-30$1,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$914,638
Value of total assets at end of year2018-09-30$10,762,309
Value of total assets at beginning of year2018-09-30$9,359,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$16,563
Total income from rents2018-09-30$0
Total interest from all sources2018-09-30$6,056
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$0
Assets. Real estate other than employer real property at end of year2018-09-30$0
Assets. Real estate other than employer real property at beginning of year2018-09-30$0
Administrative expenses professional fees incurred2018-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$696,355
Participant contributions at end of year2018-09-30$158,798
Participant contributions at beginning of year2018-09-30$62,361
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$390
Assets. Other investments not covered elsewhere at end of year2018-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$7,914
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Assets. Loans (other than to participants) at end of year2018-09-30$0
Assets. Loans (other than to participants) at beginning of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$0
Liabilities. Value of operating payables at end of year2018-09-30$0
Liabilities. Value of operating payables at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Income. Non cash contributions2018-09-30$0
Value of net income/loss2018-09-30$1,402,498
Value of net assets at end of year (total assets less liabilities)2018-09-30$10,762,309
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$9,359,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Assets. partnership/joint venture interests at end of year2018-09-30$0
Assets. partnership/joint venture interests at beginning of year2018-09-30$0
Investment advisory and management fees2018-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$10,280,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$9,001,457
Value of interest in pooled separate accounts at end of year2018-09-30$0
Value of interest in pooled separate accounts at beginning of year2018-09-30$0
Interest on participant loans2018-09-30$4,780
Income. Interest from loans (other than to participants)2018-09-30$0
Interest earned on other investments2018-09-30$1,276
Income. Interest from US Government securities2018-09-30$0
Income. Interest from corporate debt instruments2018-09-30$0
Value of interest in master investment trust accounts at end of year2018-09-30$0
Value of interest in master investment trust accounts at beginning of year2018-09-30$0
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of interest in common/collective trusts at beginning of year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$116,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$66,764
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Asset value of US Government securities at end of year2018-09-30$0
Asset value of US Government securities at beginning of year2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$734,629
Net investment gain/loss from pooled separate accounts2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$0
Net gain/loss from 103.12 investment entities2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$0
Assets. Value of employer real property at end of year2018-09-30$0
Assets. Value of employer real property at beginning of year2018-09-30$0
Contributions received in cash from employer2018-09-30$210,369
Employer contributions (assets) at end of year2018-09-30$207,406
Employer contributions (assets) at beginning of year2018-09-30$228,839
Income. Dividends from preferred stock2018-09-30$0
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$234,817
Asset. Corporate debt instrument preferred debt at end of year2018-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-09-30$0
Contract administrator fees2018-09-30$16,563
Assets. Corporate common stocks other than exployer securities at end of year2018-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-09-30$0
Liabilities. Value of benefit claims payable at end of year2018-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-09-30$0
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Aggregate proceeds on sale of assets2018-09-30$0
Aggregate carrying amount (costs) on sale of assets2018-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2018-09-30042571780
2017 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-09-30$0
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$0
Total transfer of assets from this plan2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Expenses. Interest paid2017-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,728,482
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$471,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$445,498
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Value of total corrective distributions2017-09-30$9,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$766,764
Value of total assets at end of year2017-09-30$9,130,972
Value of total assets at beginning of year2017-09-30$7,873,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$15,860
Total income from rents2017-09-30$0
Total interest from all sources2017-09-30$4,126
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$0
Assets. Real estate other than employer real property at end of year2017-09-30$0
Assets. Real estate other than employer real property at beginning of year2017-09-30$0
Administrative expenses professional fees incurred2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$719,073
Participant contributions at end of year2017-09-30$62,361
Participant contributions at beginning of year2017-09-30$73,946
Participant contributions at end of year2017-09-30$390
Participant contributions at beginning of year2017-09-30$0
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$46,147
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$0
Assets. Loans (other than to participants) at end of year2017-09-30$0
Assets. Loans (other than to participants) at beginning of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$0
Liabilities. Value of operating payables at end of year2017-09-30$0
Liabilities. Value of operating payables at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Income. Non cash contributions2017-09-30$0
Value of net income/loss2017-09-30$1,257,418
Value of net assets at end of year (total assets less liabilities)2017-09-30$9,130,972
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$7,873,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Assets. partnership/joint venture interests at end of year2017-09-30$0
Assets. partnership/joint venture interests at beginning of year2017-09-30$0
Investment advisory and management fees2017-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$9,001,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$7,417,899
Value of interest in pooled separate accounts at end of year2017-09-30$0
Value of interest in pooled separate accounts at beginning of year2017-09-30$0
Interest on participant loans2017-09-30$2,630
Income. Interest from loans (other than to participants)2017-09-30$0
Interest earned on other investments2017-09-30$1,496
Income. Interest from US Government securities2017-09-30$0
Income. Interest from corporate debt instruments2017-09-30$0
Value of interest in master investment trust accounts at end of year2017-09-30$0
Value of interest in master investment trust accounts at beginning of year2017-09-30$0
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$66,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$183,788
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Asset value of US Government securities at end of year2017-09-30$0
Asset value of US Government securities at beginning of year2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$957,592
Net investment gain/loss from pooled separate accounts2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$0
Net gain/loss from 103.12 investment entities2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Assets. Value of employer real property at end of year2017-09-30$0
Assets. Value of employer real property at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$1,544
Employer contributions (assets) at end of year2017-09-30$0
Employer contributions (assets) at beginning of year2017-09-30$197,921
Income. Dividends from preferred stock2017-09-30$0
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$445,498
Asset. Corporate debt instrument preferred debt at end of year2017-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-09-30$0
Contract administrator fees2017-09-30$15,860
Assets. Corporate common stocks other than exployer securities at end of year2017-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-09-30$0
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Aggregate proceeds on sale of assets2017-09-30$0
Aggregate carrying amount (costs) on sale of assets2017-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2017-09-30042571780
2016 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-09-30$0
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$0
Total transfer of assets from this plan2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Expenses. Interest paid2016-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,513,773
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$565,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$549,141
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$810,078
Value of total assets at end of year2016-09-30$7,873,554
Value of total assets at beginning of year2016-09-30$6,924,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$15,974
Total income from rents2016-09-30$0
Total interest from all sources2016-09-30$4,002
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$0
Assets. Real estate other than employer real property at end of year2016-09-30$0
Assets. Real estate other than employer real property at beginning of year2016-09-30$0
Administrative expenses professional fees incurred2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$633,832
Participant contributions at end of year2016-09-30$73,946
Participant contributions at beginning of year2016-09-30$103,729
Participant contributions at end of year2016-09-30$0
Participant contributions at beginning of year2016-09-30$0
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$5,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$0
Assets. Loans (other than to participants) at end of year2016-09-30$0
Assets. Loans (other than to participants) at beginning of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$0
Liabilities. Value of operating payables at end of year2016-09-30$0
Liabilities. Value of operating payables at beginning of year2016-09-30$0
Total non interest bearing cash at end of year2016-09-30$0
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Income. Non cash contributions2016-09-30$0
Value of net income/loss2016-09-30$948,658
Value of net assets at end of year (total assets less liabilities)2016-09-30$7,873,554
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$6,924,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Assets. partnership/joint venture interests at end of year2016-09-30$0
Assets. partnership/joint venture interests at beginning of year2016-09-30$0
Investment advisory and management fees2016-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$7,417,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$6,673,182
Value of interest in pooled separate accounts at end of year2016-09-30$0
Value of interest in pooled separate accounts at beginning of year2016-09-30$0
Interest on participant loans2016-09-30$3,821
Income. Interest from loans (other than to participants)2016-09-30$0
Interest earned on other investments2016-09-30$181
Income. Interest from US Government securities2016-09-30$0
Income. Interest from corporate debt instruments2016-09-30$0
Value of interest in master investment trust accounts at end of year2016-09-30$0
Value of interest in master investment trust accounts at beginning of year2016-09-30$0
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$183,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$27,081
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Asset value of US Government securities at end of year2016-09-30$0
Asset value of US Government securities at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$699,693
Net investment gain/loss from pooled separate accounts2016-09-30$0
Net investment gain or loss from common/collective trusts2016-09-30$0
Net gain/loss from 103.12 investment entities2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Assets. Value of employer real property at end of year2016-09-30$0
Assets. Value of employer real property at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$170,251
Employer contributions (assets) at end of year2016-09-30$197,921
Employer contributions (assets) at beginning of year2016-09-30$120,904
Income. Dividends from preferred stock2016-09-30$0
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$549,141
Asset. Corporate debt instrument preferred debt at end of year2016-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2016-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-09-30$0
Contract administrator fees2016-09-30$15,974
Assets. Corporate common stocks other than exployer securities at end of year2016-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$0
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$0
Aggregate carrying amount (costs) on sale of assets2016-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2016-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30ALEXANDER ARONSON FINNING & CO PC
Accountancy firm EIN2016-09-30042571780
2015 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-09-30$0
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$0
Total transfer of assets from this plan2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Expenses. Interest paid2015-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-09-30$0
Total income from all sources (including contributions)2015-09-30$505,111
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$574,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$566,901
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$626,038
Value of total assets at end of year2015-09-30$6,924,896
Value of total assets at beginning of year2015-09-30$6,994,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$7,965
Total income from rents2015-09-30$0
Total interest from all sources2015-09-30$12,798
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$0
Assets. Real estate other than employer real property at end of year2015-09-30$0
Assets. Real estate other than employer real property at beginning of year2015-09-30$0
Administrative expenses professional fees incurred2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$428,700
Participant contributions at end of year2015-09-30$103,729
Participant contributions at beginning of year2015-09-30$117,407
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$65,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$0
Assets. Loans (other than to participants) at end of year2015-09-30$0
Assets. Loans (other than to participants) at beginning of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$0
Liabilities. Value of operating payables at end of year2015-09-30$0
Liabilities. Value of operating payables at beginning of year2015-09-30$0
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Income. Non cash contributions2015-09-30$0
Value of net income/loss2015-09-30$-69,755
Value of net assets at end of year (total assets less liabilities)2015-09-30$6,924,896
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$6,994,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Assets. partnership/joint venture interests at end of year2015-09-30$0
Assets. partnership/joint venture interests at beginning of year2015-09-30$0
Investment advisory and management fees2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$6,673,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$6,643,200
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Interest on participant loans2015-09-30$7,473
Income. Interest from loans (other than to participants)2015-09-30$0
Interest earned on other investments2015-09-30$5,325
Income. Interest from US Government securities2015-09-30$0
Income. Interest from corporate debt instruments2015-09-30$0
Value of interest in master investment trust accounts at end of year2015-09-30$0
Value of interest in master investment trust accounts at beginning of year2015-09-30$0
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$27,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$234,044
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Asset value of US Government securities at end of year2015-09-30$0
Asset value of US Government securities at beginning of year2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-133,725
Net investment gain/loss from pooled separate accounts2015-09-30$0
Net investment gain or loss from common/collective trusts2015-09-30$0
Net gain/loss from 103.12 investment entities2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Assets. Value of employer real property at end of year2015-09-30$0
Assets. Value of employer real property at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$131,850
Employer contributions (assets) at end of year2015-09-30$120,904
Employer contributions (assets) at beginning of year2015-09-30$0
Income. Dividends from preferred stock2015-09-30$0
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$566,901
Asset. Corporate debt instrument preferred debt at end of year2015-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2015-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-09-30$0
Contract administrator fees2015-09-30$7,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$0
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-09-30$0
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$0
Aggregate carrying amount (costs) on sale of assets2015-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2015-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2015-09-30042571780
2014 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$505,111
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$574,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$566,901
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$626,038
Value of total assets at end of year2014-12-31$6,924,896
Value of total assets at beginning of year2014-12-31$6,994,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,965
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$12,798
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$428,700
Participant contributions at end of year2014-12-31$103,729
Participant contributions at beginning of year2014-12-31$117,407
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-69,755
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,924,896
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,994,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,673,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,643,200
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$7,473
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$5,325
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$234,044
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-133,725
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$131,850
Employer contributions (assets) at end of year2014-12-31$120,904
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$566,901
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$7,965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER, ARONSON, FINNING & CO
Accountancy firm EIN2014-12-31042571780
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,242,278
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$409,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$409,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$485,423
Value of total assets at end of year2014-09-30$6,994,651
Value of total assets at beginning of year2014-09-30$6,162,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$0
Total interest from all sources2014-09-30$756,855
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$398,640
Participant contributions at end of year2014-09-30$117,407
Participant contributions at beginning of year2014-09-30$72,981
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$832,366
Value of net assets at end of year (total assets less liabilities)2014-09-30$6,994,651
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,162,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$6,643,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$5,886,358
Interest on participant loans2014-09-30$2,576
Interest earned on other investments2014-09-30$754,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$234,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$202,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$86,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$409,912
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30ALEXANDER, ARONSON, FINING & CO, PC
Accountancy firm EIN2014-09-30042571780
2013 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$1,181,333
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$217,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$217,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$475,689
Value of total assets at end of year2013-09-30$6,162,285
Value of total assets at beginning of year2013-09-30$5,198,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$0
Total interest from all sources2013-09-30$705,644
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$382,665
Participant contributions at end of year2013-09-30$72,981
Participant contributions at beginning of year2013-09-30$70,277
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$22,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$963,817
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,162,285
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$5,198,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$5,886,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,953,150
Interest on participant loans2013-09-30$2,775
Interest earned on other investments2013-09-30$702,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$202,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$175,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$70,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$217,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30ALEXANDER, ARONSON, FINING & CO, PC
Accountancy firm EIN2013-09-30042571780
2012 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,190,735
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$83,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$83,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$417,213
Value of total assets at end of year2012-09-30$5,198,468
Value of total assets at beginning of year2012-09-30$4,091,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$0
Total interest from all sources2012-09-30$773,522
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$345,749
Participant contributions at beginning of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$11,955
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$70,277
Assets. Loans (other than to participants) at beginning of year2012-09-30$49,930
Total non interest bearing cash at beginning of year2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,107,008
Value of net assets at end of year (total assets less liabilities)2012-09-30$5,198,468
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,091,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,953,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,847,609
Value of interest in pooled separate accounts at beginning of year2012-09-30$0
Interest on participant loans2012-09-30$2,003
Interest earned on other investments2012-09-30$771,519
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$175,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$181,966
Asset value of US Government securities at beginning of year2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$71,464
Employer contributions (assets) at beginning of year2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$83,727
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30ALEXANDER, ARONSON FINING & CO, PC
Accountancy firm EIN2012-09-30042571780
2011 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Expenses. Interest paid2011-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$0
Total income from all sources (including contributions)2011-09-30$305,813
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$149,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$149,254
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$407,994
Value of total assets at end of year2011-09-30$4,091,460
Value of total assets at beginning of year2011-09-30$3,934,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$0
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$-102,181
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30No
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$332,762
Participant contributions at end of year2011-09-30$49,930
Participant contributions at beginning of year2011-09-30$56,050
Participant contributions at end of year2011-09-30$11,955
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$0
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$156,559
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,091,460
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$3,934,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,847,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,686,971
Value of interest in pooled separate accounts at end of year2011-09-30$0
Value of interest in pooled separate accounts at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$1,798
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$-103,979
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$181,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$191,880
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$75,232
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$149,254
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30ALEXANDER, ARONSON, FINING & CO PC
Accountancy firm EIN2011-09-30042571780
2010 : CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN

2019: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813754
Policy instance 2
Insurance contract or identification number813754
Number of Individuals Covered434
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 1
Insurance contract or identification numberG76359
Number of Individuals Covered0
Insurance policy start date2019-10-01
Insurance policy end date2021-01-30
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 1
Insurance contract or identification numberG76359
Number of Individuals Covered236
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 1
Insurance contract or identification numberG76359
Number of Individuals Covered226
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 1
Insurance contract or identification numberG76359
Number of Individuals Covered225
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 2
Insurance contract or identification numberG76359
Number of Individuals Covered187
Insurance policy start date2015-03-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Number of Individuals Covered176
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $5,668
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $5,251
Insurance broker organization code?3
Insurance broker nameSMALL BUSINESS INSURANCE AGENCY
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76359
Policy instance 2
Insurance contract or identification numberG76359
Number of Individuals Covered187
Insurance policy start date2015-03-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $5,668
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $417
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES, INC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Number of Individuals Covered176
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $14,071
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $12,422
Insurance broker organization code?3
Insurance broker nameSMALL BUSINESS INSURANCE AGENCY
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Number of Individuals Covered175
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $10,732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $10,732
Insurance broker organization code?3
Insurance broker nameSMALL BUSINESS INSURANCE AGENCY
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Number of Individuals Covered150
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $10,013
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number929065
Policy instance 1
Insurance contract or identification number929065
Number of Individuals Covered93
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $9,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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