401k Plan data: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN plan

WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 401k Plan overview

Plan Name	WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN
Plan identification number	001

WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELCH HEALTHCARE & RETIREMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELCH HEALTHCARE & RETIREMENT GROUP, INC.

Employer identification number (EIN): 042832611

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHAEL F. WELCH MICHAEL F. WELCH 2013-10-11
001 2011-01-01 PAUL CASALE PAUL CASALE 2012-10-15
001 2010-01-01 MICHAEL F. WELCH MICHAEL F. WELCH 2011-10-17
001 2009-01-01 PAUL T. CASALE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHAEL F. WELCH	MICHAEL F. WELCH	2013-10-11
001	2011-01-01	PAUL CASALE	PAUL CASALE	2012-10-15
001	2010-01-01	MICHAEL F. WELCH	MICHAEL F. WELCH	2011-10-17
001	2009-01-01	PAUL T. CASALE

Plan Statistics for WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN

401k plan membership statisitcs for WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN

Measure Date Value
2015: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 86
Total of all active and inactive participants 2015-01-01 90
Total participants 2015-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 295
Total of all active and inactive participants 2014-01-01 353
Total participants 2014-01-01 353
2013: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 348
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 53
Number of retired or separated participants receiving benefits 2013-01-01 19
Number of other retired or separated participants entitled to future benefits 2013-01-01 289
Total of all active and inactive participants 2013-01-01 361
Total participants 2013-01-01 361
2012: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 122
Number of retired or separated participants receiving benefits 2012-01-01 19
Number of other retired or separated participants entitled to future benefits 2012-01-01 207
Total of all active and inactive participants 2012-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 68
Number of retired or separated participants receiving benefits 2011-01-01 18
Number of other retired or separated participants entitled to future benefits 2011-01-01 286
Total of all active and inactive participants 2011-01-01 372
Total participants 2011-01-01 372
2010: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 88
Number of retired or separated participants receiving benefits 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 278
Total of all active and inactive participants 2010-01-01 378
Total participants 2010-01-01 378
2009: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 93
Number of retired or separated participants receiving benefits 2009-01-01 18
Number of other retired or separated participants entitled to future benefits 2009-01-01 257
Total of all active and inactive participants 2009-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	86
Total of all active and inactive participants	2015-01-01	90
Total participants	2015-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	295
Total of all active and inactive participants	2014-01-01	353
Total participants	2014-01-01	353
2013: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	348
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	53
Number of retired or separated participants receiving benefits	2013-01-01	19
Number of other retired or separated participants entitled to future benefits	2013-01-01	289
Total of all active and inactive participants	2013-01-01	361
Total participants	2013-01-01	361
2012: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	122
Number of retired or separated participants receiving benefits	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	207
Total of all active and inactive participants	2012-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	68
Number of retired or separated participants receiving benefits	2011-01-01	18
Number of other retired or separated participants entitled to future benefits	2011-01-01	286
Total of all active and inactive participants	2011-01-01	372
Total participants	2011-01-01	372
2010: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	88
Number of retired or separated participants receiving benefits	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	278
Total of all active and inactive participants	2010-01-01	378
Total participants	2010-01-01	378
2009: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	93
Number of retired or separated participants receiving benefits	2009-01-01	18
Number of other retired or separated participants entitled to future benefits	2009-01-01	257
Total of all active and inactive participants	2009-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN

Measure	Date	Value
2015 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$270
Total of all expenses incurred	2015-12-31	$2,943,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,900,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$1,010,230
Value of total assets at beginning of year	2015-12-31	$3,953,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$43,418
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$322
Administrative expenses professional fees incurred	2015-12-31	$12,930
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other income not declared elsewhere	2015-12-31	$-52
Administrative expenses (other) incurred	2015-12-31	$30,488
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$5,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,943,228
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,010,230
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,953,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,010,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$3,534,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$3,534,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$410,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,900,080
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-12-31	043499945
2014 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,627,715
Total of all expenses incurred	2014-12-31	$212,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$167,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$410,043
Value of total assets at end of year	2014-12-31	$3,953,458
Value of total assets at beginning of year	2014-12-31	$1,538,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$45,512
Total interest from all sources	2014-12-31	$487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$11,401
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$792,728
Administrative expenses (other) incurred	2014-12-31	$34,111
Total non interest bearing cash at end of year	2014-12-31	$5,532
Total non interest bearing cash at beginning of year	2014-12-31	$5,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,414,979
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,953,458
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,538,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,728
Interest earned on other investments	2014-12-31	$487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$3,534,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$366,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$366,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,217,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$410,043
Employer contributions (assets) at end of year	2014-12-31	$410,043
Employer contributions (assets) at beginning of year	2014-12-31	$370,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$167,224
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-12-31	043499945
2013 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$371,116
Total of all expenses incurred	2013-12-31	$339,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$305,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$370,837
Value of total assets at end of year	2013-12-31	$1,538,479
Value of total assets at beginning of year	2013-12-31	$1,506,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$33,161
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$9,770
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$792,728
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$856,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$63,816
Administrative expenses (other) incurred	2013-12-31	$23,391
Total non interest bearing cash at end of year	2013-12-31	$5,569
Total non interest bearing cash at beginning of year	2013-12-31	$5,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$32,067
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,538,479
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,506,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$246,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$366,658
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$144,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$370,837
Employer contributions (assets) at end of year	2013-12-31	$370,796
Employer contributions (assets) at beginning of year	2013-12-31	$398,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$98,072
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-12-31	043499945
2012 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$500,796
Total of all expenses incurred	2012-12-31	$476,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$443,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$398,237
Value of total assets at end of year	2012-12-31	$1,506,412
Value of total assets at beginning of year	2012-12-31	$1,482,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$33,109
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$148
Administrative expenses professional fees incurred	2012-12-31	$12,007
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$856,544
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$754,246
Other income not declared elsewhere	2012-12-31	$102,298
Administrative expenses (other) incurred	2012-12-31	$21,102
Total non interest bearing cash at end of year	2012-12-31	$5,511
Total non interest bearing cash at beginning of year	2012-12-31	$5,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$24,337
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,506,412
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,482,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$246,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$290,112
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$288,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$398,237
Employer contributions (assets) at end of year	2012-12-31	$398,195
Employer contributions (assets) at beginning of year	2012-12-31	$432,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$155,350
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2012-12-31	043499945
2011 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$432,318
Total of all expenses incurred	2011-12-31	$317,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$272,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$432,209
Value of total assets at end of year	2011-12-31	$1,482,075
Value of total assets at beginning of year	2011-12-31	$1,367,554
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$45,356
Total interest from all sources	2011-12-31	$104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$45,356
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$754,246
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$893,835
Total non interest bearing cash at end of year	2011-12-31	$5,508
Total non interest bearing cash at beginning of year	2011-12-31	$5,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$114,521
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,482,075
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,367,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$290,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$80,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$104
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$139,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$432,209
Employer contributions (assets) at end of year	2011-12-31	$432,209
Employer contributions (assets) at beginning of year	2011-12-31	$387,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$132,852
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-12-31	043499945
2010 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$389,561
Total of all expenses incurred	2010-12-31	$348,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$305,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$387,294
Value of total assets at end of year	2010-12-31	$1,367,554
Value of total assets at beginning of year	2010-12-31	$1,326,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$42,745
Total interest from all sources	2010-12-31	$631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$42,745
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$893,835
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$868,374
Total non interest bearing cash at end of year	2010-12-31	$5,541
Total non interest bearing cash at beginning of year	2010-12-31	$6,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$40,992
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,367,554
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,326,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$80,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$84,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$631
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$118,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$387,294
Employer contributions (assets) at end of year	2010-12-31	$387,294
Employer contributions (assets) at beginning of year	2010-12-31	$366,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$187,285
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2010-12-31	043499945
2009 : WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN

2015: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELCH HEALTHCARE & RETIREMENT GROUP, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

RL3008278W

Policy instance

Insurance contract or identification number	RL3008278W
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,800
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,800
Additional information about fees paid to insurance broker	COMPENSATION OF INSURANCE BROKER
Insurance broker organization code?	3
Insurance broker name	EDWARD K MEYER

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

RL3008278W

Policy instance

Insurance contract or identification number	RL3008278W
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $2,800
Total amount of fees paid to insurance company	USD $0
Commission paid to Insurance Broker	USD $2,800
Insurance broker organization code?	3
Insurance broker name	EDWARD K MEYER

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

RL3008278W

Policy instance

Insurance contract or identification number	RL3008278W
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,800
Total amount of fees paid to insurance company	USD $0

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )

Policy contract number

RL3008278W

Policy instance

Insurance contract or identification number	RL3008278W
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31

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Company Name:	WELCH HEALTHCARE & RETIREMENT GROUP, INC.
Employer identification number (EIN):	042832611
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities