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BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 401k Plan overview

Plan NameBOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN
Plan identification number 001

BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM, INC.
Employer identification number (EIN):043160480
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AGNES LEUNG
0012016-01-01AGNES LEUNG
0012015-01-01AGNES LEUNG
0012014-01-01AGNES LEUNG
0012013-01-01AGNES LEUNG
0012012-01-01AGNES LEUNG
0012011-01-01AGNES LEUNG
0012009-01-01AGNES LEUNG AGNES LEUNG2010-09-28

Plan Statistics for BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

401k plan membership statisitcs for BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

Measure Date Value
2022: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01684
Total number of active participants reported on line 7a of the Form 55002022-01-01625
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0195
Total of all active and inactive participants2022-01-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01720
Number of participants with account balances2022-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-01578
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01674
Number of participants with account balances2021-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01397
Total number of active participants reported on line 7a of the Form 55002020-01-01349
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0181
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01430
Number of participants with account balances2020-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01326
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0171
Total of all active and inactive participants2019-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01397
Number of participants with account balances2019-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01339
Total number of active participants reported on line 7a of the Form 55002018-01-01312
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01376
Number of participants with account balances2018-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01283
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01339
Number of participants with account balances2017-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01349
Total number of active participants reported on line 7a of the Form 55002016-01-01276
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01373
Total number of active participants reported on line 7a of the Form 55002015-01-01267
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01349
Number of participants with account balances2015-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01298
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01373
Number of participants with account balances2014-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01391
Total number of active participants reported on line 7a of the Form 55002013-01-01270
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01338
Number of participants with account balances2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-01325
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01386
Number of participants with account balances2012-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01282
Total number of active participants reported on line 7a of the Form 55002011-01-01235
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01280
Number of participants with account balances2011-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2009: BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01255
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01282
Number of participants with account balances2009-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

Measure Date Value
2022 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,343,349
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,279,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,126,750
Expenses. Certain deemed distributions of participant loans2022-12-31$56,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,540,325
Value of total assets at end of year2022-12-31$16,923,328
Value of total assets at beginning of year2022-12-31$19,546,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$96,072
Total interest from all sources2022-12-31$65,965
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$205,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$205,985
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$133,564
Participant contributions at beginning of year2022-12-31$197,938
Other income not declared elsewhere2022-12-31$6,218
Administrative expenses (other) incurred2022-12-31$35,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,622,690
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,923,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,546,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,308,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,936,792
Interest on participant loans2022-12-31$7,447
Interest earned on other investments2022-12-31$58,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,481,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,411,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,161,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,540,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,126,750
Contract administrator fees2022-12-31$40,143
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,877,399
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$643,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$563,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,506,315
Value of total assets at end of year2021-12-31$19,546,018
Value of total assets at beginning of year2021-12-31$16,312,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,049
Total interest from all sources2021-12-31$61,542
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$205,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$205,635
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$197,938
Participant contributions at beginning of year2021-12-31$135,061
Other income not declared elsewhere2021-12-31$8,155
Administrative expenses (other) incurred2021-12-31$80,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,233,628
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,546,018
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,312,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,936,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,269,425
Interest on participant loans2021-12-31$6,280
Interest earned on other investments2021-12-31$55,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,411,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,907,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,095,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,506,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$563,722
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,349,142
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$817,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$724,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,365,093
Value of total assets at end of year2020-12-31$16,312,390
Value of total assets at beginning of year2020-12-31$13,780,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$92,970
Total interest from all sources2020-12-31$64,087
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$150,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$150,955
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$135,061
Participant contributions at beginning of year2020-12-31$149,935
Other income not declared elsewhere2020-12-31$-935
Administrative expenses (other) incurred2020-12-31$92,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,531,837
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,312,390
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,780,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,269,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,083,086
Interest on participant loans2020-12-31$7,784
Interest earned on other investments2020-12-31$56,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,907,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,547,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,769,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,365,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$724,335
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,541,947
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$923,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$879,488
Expenses. Certain deemed distributions of participant loans2019-12-31$1,966
Value of total corrective distributions2019-12-31$12,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,276,341
Value of total assets at end of year2019-12-31$13,780,553
Value of total assets at beginning of year2019-12-31$11,161,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,435
Total interest from all sources2019-12-31$63,480
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$136,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$136,883
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$149,935
Participant contributions at beginning of year2019-12-31$192,852
Other income not declared elsewhere2019-12-31$-5,554
Administrative expenses (other) incurred2019-12-31$29,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,618,914
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,780,553
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,161,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,083,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,718,638
Interest on participant loans2019-12-31$8,401
Interest earned on other investments2019-12-31$55,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,547,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,250,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,070,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,276,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$879,488
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2019-12-31042571780
2018 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$431,368
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,093,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,029,266
Expenses. Certain deemed distributions of participant loans2018-12-31$32,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,135,866
Value of total assets at end of year2018-12-31$11,161,639
Value of total assets at beginning of year2018-12-31$11,824,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,283
Total interest from all sources2018-12-31$55,205
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,364
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$192,852
Participant contributions at beginning of year2018-12-31$199,823
Other income not declared elsewhere2018-12-31$18,125
Administrative expenses (other) incurred2018-12-31$32,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-662,526
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,161,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,824,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,718,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,324,695
Interest on participant loans2018-12-31$8,537
Interest earned on other investments2018-12-31$46,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,250,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,299,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-888,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,135,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,029,266
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2018-12-31042571780
2017 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,617,675
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$699,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$667,601
Expenses. Certain deemed distributions of participant loans2017-12-31$1,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,076,271
Value of total assets at end of year2017-12-31$11,824,165
Value of total assets at beginning of year2017-12-31$9,905,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,239
Total interest from all sources2017-12-31$52,320
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$91,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$91,135
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$199,823
Participant contributions at beginning of year2017-12-31$169,587
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$645
Other income not declared elsewhere2017-12-31$15,000
Administrative expenses (other) incurred2017-12-31$30,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,918,391
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,824,165
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,905,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,324,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,427,859
Interest on participant loans2017-12-31$7,271
Interest earned on other investments2017-12-31$45,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,299,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,308,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,382,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,075,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$667,601
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2017-12-31042571780
2016 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,574,845
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$706,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$681,642
Expenses. Certain deemed distributions of participant loans2016-12-31$4,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$944,664
Value of total assets at end of year2016-12-31$9,905,774
Value of total assets at beginning of year2016-12-31$9,037,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,986
Total interest from all sources2016-12-31$49,728
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$75,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$75,477
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$169,587
Participant contributions at beginning of year2016-12-31$158,641
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$806
Other income not declared elsewhere2016-12-31$14,998
Administrative expenses (other) incurred2016-12-31$20,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$867,877
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,905,774
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,037,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,427,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,689,748
Interest on participant loans2016-12-31$7,788
Interest earned on other investments2016-12-31$41,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,308,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,189,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$489,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$943,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$681,642
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2016-12-31042571780
2015 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-46,510
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$607,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$566,532
Expenses. Certain deemed distributions of participant loans2015-12-31$4,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$9,037,897
Value of total assets at beginning of year2015-12-31$9,691,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,117
Total interest from all sources2015-12-31$14,969
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$64,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$64,966
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$158,641
Participant contributions at beginning of year2015-12-31$204,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$230
Other income not declared elsewhere2015-12-31$9,839
Administrative expenses (other) incurred2015-12-31$36,117
Total non interest bearing cash at beginning of year2015-12-31$6,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-653,852
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,037,897
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,691,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,689,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,256,343
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,138,754
Interest on participant loans2015-12-31$7,449
Interest earned on other investments2015-12-31$7,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,189,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$101,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-146,049
Net investment gain/loss from pooled separate accounts2015-12-31$9,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$983,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$566,532
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2015-12-31042571780
2014 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,488,547
Total of all expenses incurred2014-12-31$721,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$689,593
Expenses. Certain deemed distributions of participant loans2014-12-31$1,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$989,635
Value of total assets at end of year2014-12-31$9,691,749
Value of total assets at beginning of year2014-12-31$8,925,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,675
Total interest from all sources2014-12-31$7,897
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$161,163
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$161,163
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Participant contributions at end of year2014-12-31$204,895
Participant contributions at beginning of year2014-12-31$148,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$28
Administrative expenses (other) incurred2014-12-31$20,700
Total non interest bearing cash at end of year2014-12-31$6,020
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
Value of net income/loss2014-12-31$766,663
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,691,749
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,925,086
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
Investment advisory and management fees2014-12-31$9,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,256,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,546,563
Value of interest in pooled separate accounts at end of year2014-12-31$1,138,754
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,224,615
Interest on participant loans2014-12-31$7,011
Interest earned on other investments2014-12-31$886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$101,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$79,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$317,962
Net investment gain/loss from pooled separate accounts2014-12-31$11,890
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
Contributions received in cash from employer2014-12-31$989,635
Employer contributions (assets) at end of year2014-12-31$983,537
Employer contributions (assets) at beginning of year2014-12-31$925,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$689,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2014-12-31042571780
2013 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,165,493
Total of all expenses incurred2013-12-31$515,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$505,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$925,522
Value of total assets at end of year2013-12-31$8,925,086
Value of total assets at beginning of year2013-12-31$7,275,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,611
Total interest from all sources2013-12-31$6,701
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$120,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$120,560
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$148,715
Participant contributions at beginning of year2013-12-31$127,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$83
Administrative expenses (other) incurred2013-12-31$9,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,649,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,925,086
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,275,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,546,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,044,455
Value of interest in pooled separate accounts at end of year2013-12-31$1,224,615
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,127,006
Interest on participant loans2013-12-31$6,016
Interest earned on other investments2013-12-31$685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$79,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,098,700
Net investment gain/loss from pooled separate accounts2013-12-31$14,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$925,522
Employer contributions (assets) at end of year2013-12-31$925,522
Employer contributions (assets) at beginning of year2013-12-31$914,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$505,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2013-12-31042571780
2012 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,518,510
Total of all expenses incurred2012-12-31$190,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$180,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$913,073
Value of total assets at end of year2012-12-31$7,275,101
Value of total assets at beginning of year2012-12-31$5,946,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,988
Total interest from all sources2012-12-31$5,775
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$73,670
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$127,754
Participant contributions at beginning of year2012-12-31$113,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$83
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$38
Administrative expenses (other) incurred2012-12-31$9,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,328,113
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,275,101
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,946,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,044,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,858,728
Value of interest in pooled separate accounts at end of year2012-12-31$1,127,006
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,080,116
Interest on participant loans2012-12-31$5,451
Interest earned on other investments2012-12-31$324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$56,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$509,939
Net investment gain/loss from pooled separate accounts2012-12-31$16,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$913,073
Employer contributions (assets) at end of year2012-12-31$914,960
Employer contributions (assets) at beginning of year2012-12-31$837,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$180,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2012-12-31042571780
2011 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$718,013
Total of all expenses incurred2011-12-31$163,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$163,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$837,799
Value of total assets at end of year2011-12-31$5,946,988
Value of total assets at beginning of year2011-12-31$5,392,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$675
Total interest from all sources2011-12-31$4,784
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$47,195
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$113,356
Participant contributions at beginning of year2011-12-31$72,331
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$38
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$70
Administrative expenses (other) incurred2011-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$554,078
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,946,988
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,392,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,858,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,504,603
Value of interest in pooled separate accounts at end of year2011-12-31$1,080,116
Value of interest in pooled separate accounts at beginning of year2011-12-31$973,291
Interest on participant loans2011-12-31$4,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$56,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$32,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-185,270
Net investment gain/loss from pooled separate accounts2011-12-31$13,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$837,799
Employer contributions (assets) at end of year2011-12-31$837,799
Employer contributions (assets) at beginning of year2011-12-31$809,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$163,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2011-12-31042571780
2010 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,273,241
Total of all expenses incurred2010-12-31$79,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$804,545
Value of total assets at end of year2010-12-31$5,392,910
Value of total assets at beginning of year2010-12-31$4,199,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$681
Total interest from all sources2010-12-31$4,377
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,061
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$72,331
Participant contributions at beginning of year2010-12-31$68,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,193,492
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,392,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,199,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,504,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,543,129
Value of interest in pooled separate accounts at end of year2010-12-31$973,291
Value of interest in pooled separate accounts at beginning of year2010-12-31$875,957
Interest on participant loans2010-12-31$4,343
Interest earned on other investments2010-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$32,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$394,015
Net investment gain/loss from pooled separate accounts2010-12-31$28,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$804,545
Employer contributions (assets) at end of year2010-12-31$809,744
Employer contributions (assets) at beginning of year2010-12-31$695,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALEXANDER ARONSON FINNING & CO
Accountancy firm EIN2010-12-31042571780
2009 : BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOSTON HEALTHCARE FOR THE HOMELESS PROFIT SHARING PLAN

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered720
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered465
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered430
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered397
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered376
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered339
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074391
Policy instance 1
Insurance contract or identification number074391
Number of Individuals Covered349
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 2
Insurance contract or identification numberTT080367
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-10-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 1
Insurance contract or identification numberTT080367
Number of Individuals Covered330
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $652
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $652
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 1
Insurance contract or identification numberTT080367
Number of Individuals Covered324
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,649
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,649
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 1
Insurance contract or identification numberTT080367
Number of Individuals Covered297
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,070
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,070
Insurance broker organization code?3
Insurance broker nameMMC SECURITIES CORP
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 1
Insurance contract or identification numberTT080367
Number of Individuals Covered280
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,320
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080367
Policy instance 1
Insurance contract or identification numberTT080367
Number of Individuals Covered260
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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