401k Plan data: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT plan

THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 401k Plan overview

Plan Name	THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT
Plan identification number	002

THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC. has sponsored the creation of one or more 401k plans.

Company Name: VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC.

Employer identification number (EIN): 060646616

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MELISSA TURNER 2023-10-16
002 2021-01-01 MELISSA TURNER 2022-10-12
002 2020-01-01 ANGEL BRUNO 2021-10-06
002 2019-01-01 MARY LENZINI 2020-10-12
002 2018-01-01 MARY LENZINI 2019-09-18
002 2017-01-01
002 2016-01-01
002 2016-01-01 MARY LENZINI 2018-10-22
002 2015-01-01 RALPH HEATH RALPH HEATH 2016-10-06
002 2014-01-01 RALPH HEATH RALPH HEATH 2015-10-07
002 2013-01-01 RALPH HEATH RALPH HEATH 2014-10-13
002 2012-01-01 RALPH HEATH RALPH HEATH 2013-10-08
002 2011-01-01 RALPH HEATH RALPH HEATH 2012-10-12
002 2010-01-01 RALPH HEATH RALPH HEATH 2011-10-14
002 2009-01-01 RALPH HEATH RALPH HEATH 2012-01-09
002 2009-01-01 RALPH HEATH RALPH HEATH 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MELISSA TURNER	2023-10-16
002	2021-01-01	MELISSA TURNER	2022-10-12
002	2020-01-01	ANGEL BRUNO	2021-10-06
002	2019-01-01	MARY LENZINI	2020-10-12
002	2018-01-01	MARY LENZINI	2019-09-18
002	2017-01-01
002	2016-01-01
002	2016-01-01	MARY LENZINI	2018-10-22
002	2015-01-01	RALPH HEATH		RALPH HEATH	2016-10-06
002	2014-01-01	RALPH HEATH		RALPH HEATH	2015-10-07
002	2013-01-01	RALPH HEATH		RALPH HEATH	2014-10-13
002	2012-01-01	RALPH HEATH		RALPH HEATH	2013-10-08
002	2011-01-01	RALPH HEATH		RALPH HEATH	2012-10-12
002	2010-01-01	RALPH HEATH		RALPH HEATH	2011-10-14
002	2009-01-01	RALPH HEATH		RALPH HEATH	2012-01-09
002	2009-01-01	RALPH HEATH		RALPH HEATH	2010-10-08

Plan Statistics for THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT

401k plan membership statisitcs for THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT

Measure Date Value
2022: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 57
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 148
Number of participants with account balances 2022-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2021 401k membership
Total participants, beginning-of-year 2021-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 88
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 63
Total of all active and inactive participants 2021-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 151
Number of participants with account balances 2021-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2020 401k membership
Total participants, beginning-of-year 2020-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 100
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 152
Number of participants with account balances 2020-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 101
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 47
Total of all active and inactive participants 2019-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 148
Number of participants with account balances 2019-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 102
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 39
Total of all active and inactive participants 2018-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2017 401k membership
Total participants, beginning-of-year 2017-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 130
Number of participants with account balances 2017-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2016 401k membership
Total participants, beginning-of-year 2016-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 85
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 112
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2015 401k membership
Total participants, beginning-of-year 2015-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 113
Total participants 2015-01-01 113
Number of participants with account balances 2015-01-01 113
2014: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 69
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 94
Total participants 2014-01-01 94
Number of participants with account balances 2014-01-01 94
2013: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2013 401k membership
Total participants, beginning-of-year 2013-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 62
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 88
Total participants 2013-01-01 88
Number of participants with account balances 2013-01-01 88
2012: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2012 401k membership
Total participants, beginning-of-year 2012-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 61
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 87
Total participants 2012-01-01 87
Number of participants with account balances 2012-01-01 87
2011: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2011 401k membership
Total participants, beginning-of-year 2011-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 48
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 73
Total participants 2011-01-01 73
Number of participants with account balances 2011-01-01 73
2010: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2010 401k membership
Total participants, beginning-of-year 2010-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 50
Number of other retired or separated participants entitled to future benefits 2010-01-01 24
Total of all active and inactive participants 2010-01-01 74
Total participants 2010-01-01 74
Number of participants with account balances 2010-01-01 74
2009: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 48
Number of other retired or separated participants entitled to future benefits 2009-01-01 28
Total of all active and inactive participants 2009-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 77
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	57
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	148
Number of participants with account balances	2022-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2021 401k membership
Total participants, beginning-of-year	2021-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	88
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	63
Total of all active and inactive participants	2021-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	151
Number of participants with account balances	2021-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2020 401k membership
Total participants, beginning-of-year	2020-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	100
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	152
Number of participants with account balances	2020-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	101
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	47
Total of all active and inactive participants	2019-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	148
Number of participants with account balances	2019-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	102
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	39
Total of all active and inactive participants	2018-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2017 401k membership
Total participants, beginning-of-year	2017-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	130
Number of participants with account balances	2017-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2016 401k membership
Total participants, beginning-of-year	2016-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	85
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	112
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2015 401k membership
Total participants, beginning-of-year	2015-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	113
Total participants	2015-01-01	113
Number of participants with account balances	2015-01-01	113
2014: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	69
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	94
Total participants	2014-01-01	94
Number of participants with account balances	2014-01-01	94
2013: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2013 401k membership
Total participants, beginning-of-year	2013-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	62
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	88
Total participants	2013-01-01	88
Number of participants with account balances	2013-01-01	88
2012: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2012 401k membership
Total participants, beginning-of-year	2012-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	61
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	87
Total participants	2012-01-01	87
Number of participants with account balances	2012-01-01	87
2011: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2011 401k membership
Total participants, beginning-of-year	2011-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	48
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	73
Total participants	2011-01-01	73
Number of participants with account balances	2011-01-01	73
2010: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2010 401k membership
Total participants, beginning-of-year	2010-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	50
Number of other retired or separated participants entitled to future benefits	2010-01-01	24
Total of all active and inactive participants	2010-01-01	74
Total participants	2010-01-01	74
Number of participants with account balances	2010-01-01	74
2009: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	48
Number of other retired or separated participants entitled to future benefits	2009-01-01	28
Total of all active and inactive participants	2009-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	77
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT

Measure	Date	Value
2022 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,433,081
Total of all expenses incurred	2022-12-31	$1,088,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,087,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$580,519
Value of total assets at end of year	2022-12-31	$13,594,318
Value of total assets at beginning of year	2022-12-31	$16,116,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,246
Total interest from all sources	2022-12-31	$126,530
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$30,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$30,380
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$580,519
Administrative expenses (other) incurred	2022-12-31	$1,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,522,070
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,594,318
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,116,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,237,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,911,140
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,944,730
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,469,160
Interest earned on other investments	2022-12-31	$126,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,412,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,736,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-637,181
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,533,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,087,743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,226,333
Total of all expenses incurred	2021-12-31	$1,086,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,085,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,304,935
Value of total assets at end of year	2021-12-31	$16,116,388
Value of total assets at beginning of year	2021-12-31	$13,977,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,816
Total interest from all sources	2021-12-31	$128,942
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$26,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$26,034
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$644,544
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$660,391
Administrative expenses (other) incurred	2021-12-31	$1,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,139,386
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,116,388
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,977,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,911,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,434,538
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,469,160
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,020,952
Interest earned on other investments	2021-12-31	$128,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,736,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,521,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$450,578
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,315,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,085,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$2,987,095
Total of all expenses incurred	2020-12-31	$113,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$112,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,351,889
Value of total assets at end of year	2020-12-31	$13,977,002
Value of total assets at beginning of year	2020-12-31	$11,103,706
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$939
Total interest from all sources	2020-12-31	$115,330
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$24,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$24,049
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$607,864
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$744,025
Administrative expenses (other) incurred	2020-12-31	$939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,873,296
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,977,002
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$11,103,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,434,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,040,455
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,020,952
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,097,655
Interest earned on other investments	2020-12-31	$115,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,521,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,965,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$370,105
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,125,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$112,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,852,012
Total income from all sources (including contributions)	2019-12-31	$2,852,012
Total of all expenses incurred	2019-12-31	$570,907
Total of all expenses incurred	2019-12-31	$570,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$570,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$570,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,365,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,365,803
Value of total assets at end of year	2019-12-31	$11,103,706
Value of total assets at end of year	2019-12-31	$11,103,706
Value of total assets at beginning of year	2019-12-31	$8,822,601
Value of total assets at beginning of year	2019-12-31	$8,822,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10
Total interest from all sources	2019-12-31	$104,742
Total interest from all sources	2019-12-31	$104,742
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,847
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$26,847
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$26,847
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$632,601
Contributions received from participants	2019-12-31	$632,601
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$733,202
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$733,202
Administrative expenses (other) incurred	2019-12-31	$10
Administrative expenses (other) incurred	2019-12-31	$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,281,105
Value of net income/loss	2019-12-31	$2,281,105
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,103,706
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$11,103,706
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,822,601
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,822,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,040,455
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,040,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,594,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,594,598
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,097,655
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,097,655
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,606,910
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,606,910
Interest earned on other investments	2019-12-31	$104,742
Interest earned on other investments	2019-12-31	$104,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,965,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,965,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,621,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,621,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$394,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$394,020
Net investment gain/loss from pooled separate accounts	2019-12-31	$960,600
Net investment gain/loss from pooled separate accounts	2019-12-31	$960,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$570,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$570,897
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,093,924
Total of all expenses incurred	2018-12-31	$563,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$563,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,369,416
Value of total assets at end of year	2018-12-31	$8,822,601
Value of total assets at beginning of year	2018-12-31	$8,292,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$464
Total interest from all sources	2018-12-31	$96,126
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$24,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$24,453
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$592,155
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$777,261
Administrative expenses (other) incurred	2018-12-31	$464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$530,008
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,822,601
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,292,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,594,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,668,382
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,606,910
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,714,504
Interest earned on other investments	2018-12-31	$96,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,621,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,909,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-120,507
Net investment gain/loss from pooled separate accounts	2018-12-31	$-275,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$563,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910
2017 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,837,977
Total of all expenses incurred	2017-12-31	$132,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$132,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$852,468
Value of total assets at end of year	2017-12-31	$8,292,593
Value of total assets at beginning of year	2017-12-31	$6,587,523
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$890
Total interest from all sources	2017-12-31	$61,417
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$20,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$20,052
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$557,626
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$294,842
Other income not declared elsewhere	2017-12-31	$2,464
Administrative expenses (other) incurred	2017-12-31	$890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,705,070
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,292,593
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,587,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,668,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,324,621
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,714,504
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,317,459
Interest earned on other investments	2017-12-31	$61,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,909,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,945,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$299,259
Net investment gain/loss from pooled separate accounts	2017-12-31	$602,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$132,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2017-12-31	390859910
2016 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$982,278
Total of all expenses incurred	2016-12-31	$239,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$238,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$542,793
Value of total assets at end of year	2016-12-31	$6,587,523
Value of total assets at beginning of year	2016-12-31	$5,844,953
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$845
Total interest from all sources	2016-12-31	$46,629
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$18,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$18,512
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$522,901
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$19,892
Administrative expenses (other) incurred	2016-12-31	$845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$742,570
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,587,523
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,844,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,324,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,186,741
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,317,459
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,222,663
Interest earned on other investments	2016-12-31	$46,629
Value of interest in master investment trust accounts at end of year	2016-12-31	$3,317,459
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$3,222,663
Value of interest in common/collective trusts at end of year	2016-12-31	$1,945,443
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,435,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$103,045
Net investment gain/loss from pooled separate accounts	2016-12-31	$271,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$238,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2016-12-31	390859910
2015 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$641,460
Total of all expenses incurred	2015-12-31	$408,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$408,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$610,363
Value of total assets at end of year	2015-12-31	$5,844,953
Value of total assets at beginning of year	2015-12-31	$5,612,303
Total interest from all sources	2015-12-31	$109,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$451,558
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$158,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$232,650
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,844,953
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,612,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,186,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,152,189
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,222,663
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,007,278
Interest earned on other investments	2015-12-31	$109,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,435,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,452,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-59,182
Net investment gain/loss from pooled separate accounts	2015-12-31	$-19,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$408,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LGC&D LLP
Accountancy firm EIN	2015-12-31	453994797
2014 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$778,814
Total of all expenses incurred	2014-12-31	$313,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$313,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$448,544
Value of total assets at end of year	2014-12-31	$5,612,303
Value of total assets at beginning of year	2014-12-31	$5,146,535
Total interest from all sources	2014-12-31	$126,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$378,442
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$846
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$70,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$465,768
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,612,303
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,146,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,152,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,046,009
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,007,278
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,642,486
Interest earned on other investments	2014-12-31	$126,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,452,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,457,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-262
Net investment gain/loss from pooled separate accounts	2014-12-31	$204,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$313,046
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LGC&D LLP
Accountancy firm EIN	2014-12-31	453994797
2013 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,325,437
Total of all expenses incurred	2013-12-31	$187,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$187,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$524,939
Value of total assets at end of year	2013-12-31	$5,146,535
Value of total assets at beginning of year	2013-12-31	$4,008,689
Total interest from all sources	2013-12-31	$86,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$339,807
Participant contributions at end of year	2013-12-31	$846
Participant contributions at beginning of year	2013-12-31	$1,692
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$185,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,137,846
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,146,535
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,008,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,046,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$777,416
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,642,486
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,924,785
Interest earned on other investments	2013-12-31	$86,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,457,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,304,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$198,105
Net investment gain/loss from pooled separate accounts	2013-12-31	$516,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$187,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LGC&D LLP
Accountancy firm EIN	2013-12-31	453994797
2012 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$768,141
Total of all expenses incurred	2012-12-31	$26,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$26,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$401,876
Value of total assets at end of year	2012-12-31	$4,008,689
Value of total assets at beginning of year	2012-12-31	$3,267,024
Total interest from all sources	2012-12-31	$48,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$345,962
Participant contributions at end of year	2012-12-31	$1,692
Participant contributions at beginning of year	2012-12-31	$11,378
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$55,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$741,665
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,008,689
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,267,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$777,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$644,022
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,924,785
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,517,740
Interest earned on other investments	2012-12-31	$48,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,304,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,093,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$98,790
Net investment gain/loss from pooled separate accounts	2012-12-31	$218,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$26,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LGC&D LLP
Accountancy firm EIN	2012-12-31	453994797
2011 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$269,981
Total of all expenses incurred	2011-12-31	$58,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$58,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$315,074
Value of total assets at end of year	2011-12-31	$3,267,024
Value of total assets at beginning of year	2011-12-31	$3,055,580
Total interest from all sources	2011-12-31	$41,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$298,020
Participant contributions at end of year	2011-12-31	$11,378
Participant contributions at beginning of year	2011-12-31	$9,335
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$17,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$211,444
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,267,024
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,055,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$644,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$637,487
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,517,740
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,402,287
Interest earned on other investments	2011-12-31	$41,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,093,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,006,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-26,707
Net investment gain/loss from pooled separate accounts	2011-12-31	$-60,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$58,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LGC&D LLP
Accountancy firm EIN	2011-12-31	453994797
2010 : THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$562,985
Total of all expenses incurred	2010-12-31	$139,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$139,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$275,813
Value of total assets at end of year	2010-12-31	$3,055,580
Value of total assets at beginning of year	2010-12-31	$2,632,347
Total interest from all sources	2010-12-31	$37,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$266,101
Participant contributions at end of year	2010-12-31	$9,335
Participant contributions at beginning of year	2010-12-31	$7,214
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$423,233
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,055,580
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,632,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$637,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$540,933
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,402,287
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,229,493
Interest earned on other investments	2010-12-31	$37,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,006,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$854,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$64,152
Net investment gain/loss from pooled separate accounts	2010-12-31	$185,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$139,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LEFKOWITZ, GARFINKEL, ET AL PC
Accountancy firm EIN	2010-12-31	050456296

Form 5500 Responses for THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT

2022: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479

Policy instance

Insurance contract or identification number	050479
Number of Individuals Covered	148
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $238
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	238
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

50479H

Policy instance

Insurance contract or identification number	50479H
Number of Individuals Covered	151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,532
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4532
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

50479H

Policy instance

Insurance contract or identification number	50479H
Number of Individuals Covered	152
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,532
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	4532
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

50479H

Policy instance

Insurance contract or identification number	50479H
Number of Individuals Covered	148
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,537
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1537
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

50479H

Policy instance

Insurance contract or identification number	50479H
Number of Individuals Covered	142
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,178
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
Amount paid for insurance broker fees	4178
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

50479H

Policy instance

Insurance contract or identification number	50479H
Number of Individuals Covered	130
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,185
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1185
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479-H-10

Policy instance

Insurance contract or identification number	050479-H-10
Number of Individuals Covered	113
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $342
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	342
Additional information about fees paid to insurance broker	INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479-H-10

Policy instance

Insurance contract or identification number	050479-H-10
Number of Individuals Covered	94
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $501
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	501
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479-H-10

Policy instance

Insurance contract or identification number	050479-H-10
Number of Individuals Covered	88
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,168
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1168
Insurance broker organization code?	3
Insurance broker name	HARTFORD REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479-H-10

Policy instance

Insurance contract or identification number	050479-H-10
Number of Individuals Covered	87
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $289
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	115
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	CHRISTOPHER MCGLYNN

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479-H-10

Policy instance

Insurance contract or identification number	050479-H-10
Number of Individuals Covered	73
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $384
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050479H

Policy instance

Insurance contract or identification number	050479H
Number of Individuals Covered	74
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $241
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	123
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	LOUIS MARCHETTI, JR.

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Company Name:	VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC.
Employer identification number (EIN):	060646616
NAIC Classification:	621610
NAIC Description:	Home Health Care Services