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MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 401k Plan overview

Plan NameMASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN
Plan identification number 002

MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC.
Employer identification number (EIN):043515688
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KRISTEN MCISAAC KRISTEN MCISAAC2018-10-12
0022016-01-01DONNA BRADLEY DONNA BRADLEY2017-10-05
0022015-01-01PAMELA JONES PAMELA JONES2016-10-17
0022014-01-01TAMERYN CAMPBELL
0022013-01-01DOROTHY J. DEARY
0022012-01-01DOROTHY J. DEARY
0022011-01-01DOROTHY J. DEARY
0022009-01-01DOROTHY J. DEARY

Plan Statistics for MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

401k plan membership statisitcs for MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

Measure Date Value
2022: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2022 401k membership
Total participants, beginning-of-year2022-01-01686
Total number of active participants reported on line 7a of the Form 55002022-01-01518
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01650
Number of participants with account balances2022-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2021 401k membership
Total participants, beginning-of-year2021-01-01691
Total number of active participants reported on line 7a of the Form 55002021-01-01562
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01127
Total of all active and inactive participants2021-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01690
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2020 401k membership
Total participants, beginning-of-year2020-01-01765
Total number of active participants reported on line 7a of the Form 55002020-01-01596
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01110
Total of all active and inactive participants2020-01-01707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01707
Number of participants with account balances2020-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2019 401k membership
Total participants, beginning-of-year2019-01-01781
Total number of active participants reported on line 7a of the Form 55002019-01-01706
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0187
Total of all active and inactive participants2019-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01794
Number of participants with account balances2019-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2018 401k membership
Total participants, beginning-of-year2018-01-01786
Total number of active participants reported on line 7a of the Form 55002018-01-01710
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01790
Number of participants with account balances2018-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2017 401k membership
Total participants, beginning-of-year2017-01-01792
Total number of active participants reported on line 7a of the Form 55002017-01-01709
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01100
Total of all active and inactive participants2017-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01809
Number of participants with account balances2017-01-01503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2016 401k membership
Total participants, beginning-of-year2016-01-01750
Total number of active participants reported on line 7a of the Form 55002016-01-01681
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01792
Number of participants with account balances2016-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2015 401k membership
Total participants, beginning-of-year2015-01-01736
Total number of active participants reported on line 7a of the Form 55002015-01-01795
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01874
Number of participants with account balances2015-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2014 401k membership
Total participants, beginning-of-year2014-01-011,244
Total number of active participants reported on line 7a of the Form 55002014-01-01782
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01157
Total of all active and inactive participants2014-01-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01939
Number of participants with account balances2014-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2013 401k membership
Total participants, beginning-of-year2013-01-011,328
Total number of active participants reported on line 7a of the Form 55002013-01-011,180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01175
Total of all active and inactive participants2013-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,355
Number of participants with account balances2013-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2012 401k membership
Total participants, beginning-of-year2012-01-011,305
Total number of active participants reported on line 7a of the Form 55002012-01-011,168
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,336
Number of participants with account balances2012-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2011 401k membership
Total participants, beginning-of-year2011-01-011,265
Total number of active participants reported on line 7a of the Form 55002011-01-011,142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01163
Total of all active and inactive participants2011-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,305
Number of participants with account balances2011-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2009 401k membership
Total participants, beginning-of-year2009-01-01949
Total number of active participants reported on line 7a of the Form 55002009-01-01819
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01161
Total of all active and inactive participants2009-01-01980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01980
Number of participants with account balances2009-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

Measure Date Value
2022 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 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$0
Total income from all sources (including contributions)2022-12-31$-1,740,025
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,223,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,131,938
Value of total corrective distributions2022-12-31$21,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,509,751
Value of total assets at end of year2022-12-31$16,069,430
Value of total assets at beginning of year2022-12-31$20,033,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$70,504
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$308,222
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$308,222
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,243,224
Participant contributions at end of year2022-12-31$14,398
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,348
Other income not declared elsewhere2022-12-31$610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,963,877
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,069,430
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,033,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,495,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,432,182
Value of interest in common/collective trusts at end of year2022-12-31$556,312
Value of interest in common/collective trusts at beginning of year2022-12-31$594,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,519,093
Net investment gain or loss from common/collective trusts2022-12-31$-39,515
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$251,906
Employer contributions (assets) at end of year2022-12-31$2,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,131,938
Contract administrator fees2022-12-31$70,504
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 name2022-12-31MARCUM
Accountancy firm EIN2022-12-31111986323
2021 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 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$4,155,956
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,213,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,122,959
Value of total corrective distributions2021-12-31$17,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,726,177
Value of total assets at end of year2021-12-31$20,033,307
Value of total assets at beginning of year2021-12-31$18,090,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,516
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$245,172
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$245,172
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
Contributions received from participants2021-12-31$1,348,265
Participant contributions at beginning of year2021-12-31$22,025
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,348
Other income not declared elsewhere2021-12-31$21
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$1,942,336
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,033,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,090,971
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$19,432,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,611,842
Value of interest in common/collective trusts at end of year2021-12-31$594,777
Value of interest in common/collective trusts at beginning of year2021-12-31$450,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,165,136
Net investment gain or loss from common/collective trusts2021-12-31$19,450
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$260,790
Employer contributions (assets) at beginning of year2021-12-31$6,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,122,959
Contract administrator fees2021-12-31$73,516
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 name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$4,174,425
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,032,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$947,103
Value of total corrective distributions2020-12-31$14,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,779,655
Value of total assets at end of year2020-12-31$18,090,971
Value of total assets at beginning of year2020-12-31$14,948,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,254
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$218,481
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$218,481
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,246,177
Participant contributions at end of year2020-12-31$22,025
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$267,999
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,142,058
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,090,971
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,948,913
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,611,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,525,448
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$450,963
Value of interest in common/collective trusts at beginning of year2020-12-31$423,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,167,785
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$8,504
Net gain/loss from 103.12 investment entities2020-12-31$0
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$265,479
Employer contributions (assets) at end of year2020-12-31$6,141
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$947,103
Contract administrator fees2020-12-31$71,254
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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$4,480,241
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,317,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,243,714
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,908,305
Value of total assets at end of year2019-12-31$14,948,913
Value of total assets at beginning of year2019-12-31$11,786,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,234
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$266,366
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$266,366
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,211,785
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$443,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,162,293
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,948,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,786,620
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,525,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,552,412
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$423,465
Value of interest in common/collective trusts at beginning of year2019-12-31$234,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,297,711
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$7,859
Net gain/loss from 103.12 investment entities2019-12-31$0
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$252,555
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,243,714
Contract administrator fees2019-12-31$74,234
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$761,012
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,451,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,369,274
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,469,061
Value of total assets at end of year2018-12-31$11,786,620
Value of total assets at beginning of year2018-12-31$12,476,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,742
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$203,143
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$203,143
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$980,275
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$14,389
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$282,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$427
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-690,004
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,786,620
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,476,624
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,552,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,260,117
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$234,208
Value of interest in common/collective trusts at beginning of year2018-12-31$199,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-912,846
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$1,654
Net gain/loss from 103.12 investment entities2018-12-31$0
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$206,602
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$3,063
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,368,847
Contract administrator fees2018-12-31$81,742
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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$3,043,105
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,615,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,515,175
Value of total corrective distributions2017-12-31$27,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,160,025
Value of total assets at end of year2017-12-31$12,476,624
Value of total assets at beginning of year2017-12-31$11,048,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,830
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$201,191
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$201,191
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$788,130
Participant contributions at end of year2017-12-31$14,389
Participant contributions at beginning of year2017-12-31$9,867
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$184,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$632
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$134
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,427,825
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,476,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,048,799
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,260,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,447,213
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$364,346
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$199,055
Value of interest in common/collective trusts at beginning of year2017-12-31$222,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,609,841
Net investment gain/loss from pooled separate accounts2017-12-31$69,359
Net investment gain or loss from common/collective trusts2017-12-31$2,555
Net gain/loss from 103.12 investment entities2017-12-31$0
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$187,184
Employer contributions (assets) at end of year2017-12-31$3,063
Employer contributions (assets) at beginning of year2017-12-31$4,786
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,514,543
Contract administrator fees2017-12-31$72,830
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$1,937,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,884,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,803,422
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,173,076
Value of total assets at end of year2016-12-31$11,048,799
Value of total assets at beginning of year2016-12-31$10,995,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,064
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$150,141
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$150,141
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$676,539
Participant contributions at end of year2016-12-31$9,867
Participant contributions at beginning of year2016-12-31$977
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$330,481
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$52,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,048,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,995,976
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$7,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,447,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,811,348
Value of interest in pooled separate accounts at end of year2016-12-31$364,346
Value of interest in pooled separate accounts at beginning of year2016-12-31$173,159
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$222,587
Value of interest in common/collective trusts at beginning of year2016-12-31$10,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$570,240
Net investment gain/loss from pooled separate accounts2016-12-31$40,410
Net investment gain or loss from common/collective trusts2016-12-31$3,442
Net gain/loss from 103.12 investment entities2016-12-31$0
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$166,056
Employer contributions (assets) at end of year2016-12-31$4,786
Employer contributions (assets) at beginning of year2016-12-31$251
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,803,422
Contract administrator fees2016-12-31$73,656
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,259,332
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,660,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,639,762
Value of total corrective distributions2015-12-31$3,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,178,465
Value of total assets at end of year2015-12-31$10,995,976
Value of total assets at beginning of year2015-12-31$13,397,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,447
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,643
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$98,591
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$98,591
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$781,870
Participant contributions at end of year2015-12-31$977
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$212,543
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$17,069
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$18,911
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-2,401,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,995,976
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,397,634
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$17,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,811,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,283,862
Value of interest in pooled separate accounts at end of year2015-12-31$173,159
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$1,643
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$10,241
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$94,861
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-36,337
Net investment gain/loss from pooled separate accounts2015-12-31$-212
Net investment gain or loss from common/collective trusts2015-12-31$113
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$184,052
Employer contributions (assets) at end of year2015-12-31$251
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,639,762
Contract administrator fees2015-12-31$252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31BDO USA,LLP
Accountancy firm EIN2015-12-31135381590
2014 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,828,462
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,144,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,112,530
Value of total corrective distributions2014-12-31$3,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,191,972
Value of total assets at end of year2014-12-31$13,397,634
Value of total assets at beginning of year2014-12-31$12,713,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,355
Total interest from all sources2014-12-31$1,785
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Contributions received from participants2014-12-31$927,589
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,433
Other income not declared elsewhere2014-12-31$9,261
Total non interest bearing cash at end of year2014-12-31$18,911
Total non interest bearing cash at beginning of year2014-12-31$15,211
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$683,912
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,397,634
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,713,722
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$28,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,283,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,608,319
Interest earned on other investments2014-12-31$1,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$94,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$90,192
Net investment gain/loss from pooled separate accounts2014-12-31$625,444
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$249,950
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,112,530
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 name2014-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2014-12-31042684828
2013 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,133,489
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,198,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,133,310
Value of total corrective distributions2013-12-31$30,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,184,409
Value of total assets at end of year2013-12-31$12,713,722
Value of total assets at beginning of year2013-12-31$11,778,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,340
Total interest from all sources2013-12-31$1,860
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Contributions received from participants2013-12-31$924,782
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,533
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,836
Other income not declared elsewhere2013-12-31$88
Administrative expenses (other) incurred2013-12-31$8,360
Total non interest bearing cash at end of year2013-12-31$15,211
Total non interest bearing cash at beginning of year2013-12-31$13,489
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$934,936
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,713,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,778,786
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
Investment advisory and management fees2013-12-31$25,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,608,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,665,787
Interest earned on other investments2013-12-31$1,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$90,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$83,554
Net investment gain/loss from pooled separate accounts2013-12-31$1,947,132
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$244,791
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$3,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,133,310
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 name2013-12-31FEELEY & DRISCOLL. PC
Accountancy firm EIN2013-12-31042684828
2012 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,561,400
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,233,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,199,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,192,250
Value of total assets at end of year2012-12-31$11,778,786
Value of total assets at beginning of year2012-12-31$9,451,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,708
Total interest from all sources2012-12-31$1,950
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Contributions received from participants2012-12-31$1,037,785
Participant contributions at end of year2012-12-31$12,533
Participant contributions at beginning of year2012-12-31$22,264
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$891,956
Other income not declared elsewhere2012-12-31$169
Administrative expenses (other) incurred2012-12-31$22,186
Total non interest bearing cash at end of year2012-12-31$13,489
Total non interest bearing cash at beginning of year2012-12-31$10,129
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$2,327,436
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,778,786
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,451,350
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
Investment advisory and management fees2012-12-31$12,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,665,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,308,490
Interest earned on other investments2012-12-31$1,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$83,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$75,834
Net investment gain/loss from pooled separate accounts2012-12-31$1,367,031
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$262,509
Employer contributions (assets) at end of year2012-12-31$3,423
Employer contributions (assets) at beginning of year2012-12-31$34,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,199,256
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 name2012-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2012-12-31042684828
2011 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,012,621
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$829,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$788,805
Value of total corrective distributions2011-12-31$4,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,311,399
Value of total assets at end of year2011-12-31$9,451,350
Value of total assets at beginning of year2011-12-31$9,268,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,825
Total interest from all sources2011-12-31$1,405
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Contributions received from participants2011-12-31$1,004,766
Participant contributions at end of year2011-12-31$22,264
Participant contributions at beginning of year2011-12-31$20,824
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$36,825
Total non interest bearing cash at end of year2011-12-31$10,129
Total non interest bearing cash at beginning of year2011-12-31$6,384
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$182,846
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,451,350
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,268,504
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$9,308,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,029,331
Interest earned on other investments2011-12-31$1,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$75,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$124,271
Net investment gain/loss from pooled separate accounts2011-12-31$-300,183
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$286,923
Employer contributions (assets) at end of year2011-12-31$34,633
Employer contributions (assets) at beginning of year2011-12-31$87,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$788,805
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 name2011-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2011-12-31042684828
2010 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,481,407
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$672,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$630,565
Value of total corrective distributions2010-12-31$5,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,426,535
Value of total assets at end of year2010-12-31$9,268,504
Value of total assets at beginning of year2010-12-31$7,459,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,878
Total interest from all sources2010-12-31$2,509
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Contributions received from participants2010-12-31$826,224
Participant contributions at end of year2010-12-31$20,824
Participant contributions at beginning of year2010-12-31$369
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$296,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$36,878
Total non interest bearing cash at end of year2010-12-31$6,384
Total non interest bearing cash at beginning of year2010-12-31$3,063
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$1,808,708
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,268,504
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,459,796
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$9,029,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,308,242
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$2,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$124,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$69,247
Net investment gain/loss from pooled separate accounts2010-12-31$1,052,363
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$303,333
Employer contributions (assets) at end of year2010-12-31$87,694
Employer contributions (assets) at beginning of year2010-12-31$78,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$630,565
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 name2010-12-31FEELEY & DRISCOLL, PC
Accountancy firm EIN2010-12-31042684828
2009 : MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 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 MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

2022: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527265
Policy instance 1
Insurance contract or identification number527265
Number of Individuals Covered809
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number527265
Policy instance 1
Insurance contract or identification number527265
Number of Individuals Covered874
Insurance policy start date2015-12-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 2
Insurance contract or identification number11390
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 1
Insurance contract or identification number11390
Number of Individuals Covered471
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,629
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
Amount paid for insurance broker fees6629
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameSENTINEL BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 1
Insurance contract or identification number11390
Number of Individuals Covered559
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,932
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
Amount paid for insurance broker fees5932
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameSENTINEL BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 1
Insurance contract or identification number11390
Number of Individuals Covered563
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,397
Total amount of fees paid to insurance companyUSD $5,463
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
Commission paid to Insurance BrokerUSD $13,397
Insurance broker organization code?3
Amount paid for insurance broker fees5463
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSENTINEL BENEFITS GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 1
Insurance contract or identification number11390
Number of Individuals Covered603
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $24,342
Total amount of fees paid to insurance companyUSD $4,643
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number11390
Policy instance 1
Insurance contract or identification number11390
Number of Individuals Covered608
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,411
Total amount of fees paid to insurance companyUSD $3,806
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

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