?>
Logo

JEROME HOME 401(K) PLAN 401k Plan overview

Plan NameJEROME HOME 401(K) PLAN
Plan identification number 004

JEROME HOME 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEROME HOME has sponsored the creation of one or more 401k plans.

Company Name:JEROME HOME
Employer identification number (EIN):060646690
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME HOME 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LORI TOOMBS
0042017-01-01
0042016-01-01LORI TOOMBS
0042016-01-01
0042015-12-21LORI TOOMBS
0042015-12-17LORI TOOMBS

Plan Statistics for JEROME HOME 401(K) PLAN

401k plan membership statisitcs for JEROME HOME 401(K) PLAN

Measure Date Value
2022: JEROME HOME 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01252
Total number of active participants reported on line 7a of the Form 55002022-01-01180
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01252
Number of participants with account balances2022-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: JEROME HOME 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01251
Total number of active participants reported on line 7a of the Form 55002021-01-01174
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: JEROME HOME 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01239
Total number of active participants reported on line 7a of the Form 55002020-01-01187
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: JEROME HOME 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01235
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01235
Number of participants with account balances2019-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: JEROME HOME 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01227
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: JEROME HOME 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01228
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: JEROME HOME 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01182
Total number of active participants reported on line 7a of the Form 55002016-01-01204
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01216
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: JEROME HOME 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-21153
Total number of active participants reported on line 7a of the Form 55002015-12-21169
Number of retired or separated participants receiving benefits2015-12-210
Number of other retired or separated participants entitled to future benefits2015-12-210
Total of all active and inactive participants2015-12-21169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-210
Total participants2015-12-21169
Number of participants with account balances2015-12-21168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-211
Total participants, beginning-of-year2015-12-17153
Total number of active participants reported on line 7a of the Form 55002015-12-17169
Number of retired or separated participants receiving benefits2015-12-170
Number of other retired or separated participants entitled to future benefits2015-12-170
Total of all active and inactive participants2015-12-17169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-170
Total participants2015-12-17169
Number of participants with account balances2015-12-17168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-171

Financial Data on JEROME HOME 401(K) PLAN

Measure Date Value
2022 : JEROME HOME 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-283,361
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$263,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$253,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$202,874
Value of total assets at end of year2022-12-31$3,133,390
Value of total assets at beginning of year2022-12-31$3,680,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,725
Total interest from all sources2022-12-31$1,681
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$10,725
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$35,551
Participant contributions at beginning of year2022-12-31$38,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-547,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,133,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,680,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,348,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,961,774
Interest on participant loans2022-12-31$1,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$746,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$679,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-487,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$202,874
Employer contributions (assets) at end of year2022-12-31$2,991
Employer contributions (assets) at beginning of year2022-12-31$804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$253,249
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : JEROME HOME 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$144
Total income from all sources (including contributions)2021-12-31$642,847
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$280,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$261,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$206,875
Value of total assets at end of year2021-12-31$3,680,725
Value of total assets at beginning of year2021-12-31$3,318,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,388
Total interest from all sources2021-12-31$2,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$19,388
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$38,834
Participant contributions at beginning of year2021-12-31$54,675
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$362,398
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,680,725
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,318,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,961,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,589,083
Interest on participant loans2021-12-31$2,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$679,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$673,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$433,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$206,624
Employer contributions (assets) at end of year2021-12-31$804
Employer contributions (assets) at beginning of year2021-12-31$1,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$261,061
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : JEROME HOME 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$561,229
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$207,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$187,001
Expenses. Certain deemed distributions of participant loans2020-12-31$399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$195,446
Value of total assets at end of year2020-12-31$3,318,471
Value of total assets at beginning of year2020-12-31$2,964,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,802
Total interest from all sources2020-12-31$2,502
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$19,802
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$54,675
Participant contributions at beginning of year2020-12-31$43,941
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$354,027
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,318,327
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,964,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,589,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,218,770
Interest on participant loans2020-12-31$2,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$673,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$701,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$363,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$195,293
Employer contributions (assets) at end of year2020-12-31$1,499
Employer contributions (assets) at beginning of year2020-12-31$425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$187,001
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : JEROME HOME 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$626,327
Total income from all sources (including contributions)2019-12-31$626,327
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$186,804
Total of all expenses incurred2019-12-31$186,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$178,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$178,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$192,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$192,079
Value of total assets at end of year2019-12-31$2,964,300
Value of total assets at end of year2019-12-31$2,964,300
Value of total assets at beginning of year2019-12-31$2,524,777
Value of total assets at beginning of year2019-12-31$2,524,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,389
Total interest from all sources2019-12-31$2,238
Total interest from all sources2019-12-31$2,238
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,389
Administrative expenses professional fees incurred2019-12-31$8,389
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$43,941
Participant contributions at end of year2019-12-31$43,941
Participant contributions at beginning of year2019-12-31$44,124
Participant contributions at beginning of year2019-12-31$44,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$439,523
Value of net income/loss2019-12-31$439,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,964,300
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,964,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,524,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,524,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,218,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,218,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,757,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,757,868
Interest on participant loans2019-12-31$2,238
Interest on participant loans2019-12-31$2,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$701,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$701,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$707,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$707,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$432,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$432,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$192,079
Contributions received in cash from employer2019-12-31$192,079
Employer contributions (assets) at end of year2019-12-31$425
Employer contributions (assets) at end of year2019-12-31$425
Employer contributions (assets) at beginning of year2019-12-31$15,089
Employer contributions (assets) at beginning of year2019-12-31$15,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$178,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$178,415
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE, LLP
Accountancy firm name2019-12-31CROWE, LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : JEROME HOME 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$70,392
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$118,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$93,440
Expenses. Certain deemed distributions of participant loans2018-12-31$1,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,249
Value of total assets at end of year2018-12-31$2,524,777
Value of total assets at beginning of year2018-12-31$2,572,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,148
Total interest from all sources2018-12-31$2,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$23,148
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$44,124
Participant contributions at beginning of year2018-12-31$52,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-47,890
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,524,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,572,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,757,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,825,156
Interest on participant loans2018-12-31$2,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$707,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$682,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-102,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$170,249
Employer contributions (assets) at end of year2018-12-31$15,089
Employer contributions (assets) at beginning of year2018-12-31$12,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$93,440
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE, LLP
Accountancy firm EIN2018-12-31350921680
2017 : JEROME HOME 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$471,007
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$277,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$249,513
Expenses. Certain deemed distributions of participant loans2017-12-31$21,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$174,879
Value of total assets at end of year2017-12-31$2,572,667
Value of total assets at beginning of year2017-12-31$2,379,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,287
Total interest from all sources2017-12-31$2,857
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$7,287
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$52,730
Participant contributions at beginning of year2017-12-31$66,069
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$193,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,572,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,379,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,825,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,510,806
Interest on participant loans2017-12-31$2,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$682,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$802,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$293,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$174,879
Employer contributions (assets) at end of year2017-12-31$12,670
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$249,513
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE, LLP
Accountancy firm EIN2017-12-31350921680
2016 : JEROME HOME 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$289,342
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$161,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$157,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$166,463
Value of total assets at end of year2016-12-31$2,379,499
Value of total assets at beginning of year2016-12-31$2,251,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,600
Total interest from all sources2016-12-31$3,938
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$225,186
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$66,069
Participant contributions at beginning of year2016-12-31$67,267
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,313,430
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,167,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$127,643
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,379,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,251,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,510,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,416,629
Income. Interest from loans (other than to participants)2016-12-31$3,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$802,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$754,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$118,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$166,463
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$17,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$157,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWARTH LLP
Accountancy firm EIN2016-12-31350921680
2015 : JEROME HOME 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$2,234,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$17,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,101
Value of total assets at end of year2015-12-31$2,251,856
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$67,267
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,167,488
Other income not declared elsewhere2015-12-31$3,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,101
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,251,856
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,416,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$754,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,101
Employer contributions (assets) at end of year2015-12-31$17,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No

Form 5500 Responses for JEROME HOME 401(K) PLAN

2022: JEROME HOME 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEROME HOME 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEROME HOME 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JEROME HOME 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEROME HOME 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEROME HOME 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEROME HOME 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEROME HOME 401(K) PLAN 2015 form 5500 responses
2015-12-21Type of plan entitySingle employer plan
2015-12-21First time form 5500 has been submittedYes
2015-12-21Submission has been amendedNo
2015-12-21This submission is the final filingNo
2015-12-21This return/report is a short plan year return/report (less than 12 months)Yes
2015-12-21Plan is a collectively bargained planNo
2015-12-21Plan funding arrangement – InsuranceYes
2015-12-21Plan funding arrangement – TrustYes
2015-12-21Plan benefit arrangement – InsuranceYes
2015-12-21Plan benefit arrangement - TrustYes
2015-12-17Type of plan entitySingle employer plan
2015-12-17First time form 5500 has been submittedYes
2015-12-17Submission has been amendedYes
2015-12-17This submission is the final filingNo
2015-12-17This return/report is a short plan year return/report (less than 12 months)Yes
2015-12-17Plan is a collectively bargained planNo
2015-12-17Plan funding arrangement – InsuranceYes
2015-12-17Plan funding arrangement – TrustYes
2015-12-17Plan benefit arrangement – InsuranceYes
2015-12-17Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374775-01
Policy instance 1
Insurance contract or identification number374775-01
Number of Individuals Covered130
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374775-01
Policy instance 1
Insurance contract or identification number374775-01
Number of Individuals Covered135
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374775-01
Policy instance 1
Insurance contract or identification number374775-01
Number of Individuals Covered139
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374775-01
Policy instance 1
Insurance contract or identification number374775-01
Number of Individuals Covered144
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374775-01
Policy instance 1
Insurance contract or identification number374775-01
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3