?>
Logo

EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameEASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN
Plan identification number 003

EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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

EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC.
Employer identification number (EIN):060737391
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GARY NIELSEN
0032016-01-01GARY NIELSEN
0032015-01-01GARY NIELSEN
0032014-01-01GARY NIELSEN
0032013-01-01GARY NIELSEN
0032012-01-01GARY NIELSEN
0032011-01-01GARY NIELSEN
0032010-01-01GARY NIELSEN
0032009-01-01GARY NIELSEN

Plan Statistics for EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN

401k plan membership statisitcs for EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN

Measure Date Value
2022: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01407
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01286
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01399
Total number of active participants reported on line 7a of the Form 55002021-01-01136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01271
Total of all active and inactive participants2021-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01407
Number of participants with account balances2021-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01350
Total number of active participants reported on line 7a of the Form 55002020-01-01147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01252
Total of all active and inactive participants2020-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01399
Number of participants with account balances2020-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01239
Total of all active and inactive participants2019-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01350
Number of participants with account balances2019-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01314
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01205
Total of all active and inactive participants2018-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01332
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01301
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01187
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01314
Number of participants with account balances2017-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01180
Total of all active and inactive participants2016-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01301
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01170
Total of all active and inactive participants2015-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01295
Number of participants with account balances2015-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01160
Total of all active and inactive participants2014-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01288
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01149
Total of all active and inactive participants2013-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01290
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01290
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01134
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01124
Total of all active and inactive participants2011-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01290
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01117
Total of all active and inactive participants2010-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01236
Number of participants with account balances2010-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01232
Number of participants with account balances2009-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN

Measure Date Value
2022 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,388,410
Total unrealized appreciation/depreciation of assets2022-12-31$-1,388,410
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$92
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23
Total income from all sources (including contributions)2022-12-31$-835,178
Total of all expenses incurred2022-12-31$1,309,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,307,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$553,232
Value of total assets at end of year2022-12-31$7,835,323
Value of total assets at beginning of year2022-12-31$9,980,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$274,849
Participant contributions at end of year2022-12-31$6
Participant contributions at beginning of year2022-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$92
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$23
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,144,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,835,231
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,979,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,200
Value of interest in pooled separate accounts at end of year2022-12-31$7,639,125
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,768,204
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$278,383
Employer contributions (assets) at end of year2022-12-31$196,192
Employer contributions (assets) at beginning of year2022-12-31$211,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,307,386
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 name2022-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2022-12-31060666222
2021 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,190,789
Total unrealized appreciation/depreciation of assets2021-12-31$1,190,789
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,834,109
Total of all expenses incurred2021-12-31$546,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$544,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$643,320
Value of total assets at end of year2021-12-31$9,980,018
Value of total assets at beginning of year2021-12-31$8,692,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$287,472
Participant contributions at end of year2021-12-31$6
Participant contributions at beginning of year2021-12-31$209
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$59,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$23
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,287,454
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,979,995
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,692,541
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
Investment advisory and management fees2021-12-31$1,919
Value of interest in pooled separate accounts at end of year2021-12-31$9,768,204
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,479,941
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$296,594
Employer contributions (assets) at end of year2021-12-31$211,808
Employer contributions (assets) at beginning of year2021-12-31$212,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$544,736
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 name2021-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2021-12-31060666222
2020 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$920,965
Total unrealized appreciation/depreciation of assets2020-12-31$920,965
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$387
Total income from all sources (including contributions)2020-12-31$1,720,274
Total of all expenses incurred2020-12-31$540,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$538,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$799,309
Value of total assets at end of year2020-12-31$8,692,541
Value of total assets at beginning of year2020-12-31$7,512,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$278,127
Participant contributions at end of year2020-12-31$209
Participant contributions at beginning of year2020-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$224,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$387
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$1,179,974
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,692,541
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,512,567
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
Investment advisory and management fees2020-12-31$2,075
Value of interest in pooled separate accounts at end of year2020-12-31$8,479,941
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,338,505
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$296,820
Employer contributions (assets) at end of year2020-12-31$212,391
Employer contributions (assets) at beginning of year2020-12-31$174,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$538,225
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2020-12-31060666222
2019 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,334,449
Total unrealized appreciation/depreciation of assets2019-12-31$1,334,449
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,238
Total income from all sources (including contributions)2019-12-31$1,837,874
Total of all expenses incurred2019-12-31$292,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$292,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$503,425
Value of total assets at end of year2019-12-31$7,512,954
Value of total assets at beginning of year2019-12-31$5,971,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$255,855
Participant contributions at end of year2019-12-31$6
Participant contributions at beginning of year2019-12-31$6
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,238
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$1,545,226
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,512,567
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,967,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$25
Value of interest in pooled separate accounts at end of year2019-12-31$7,338,505
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,804,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$247,333
Employer contributions (assets) at end of year2019-12-31$174,443
Employer contributions (assets) at beginning of year2019-12-31$167,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$292,623
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2019-12-31060666222
2018 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-443,643
Total unrealized appreciation/depreciation of assets2018-12-31$-443,643
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,832
Total income from all sources (including contributions)2018-12-31$46,508
Total of all expenses incurred2018-12-31$420,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$420,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$490,151
Value of total assets at end of year2018-12-31$5,971,579
Value of total assets at beginning of year2018-12-31$6,364,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$243,490
Participant contributions at end of year2018-12-31$6
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$23,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-373,710
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,967,341
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,341,051
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 pooled separate accounts at end of year2018-12-31$5,804,346
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,209,719
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$246,661
Employer contributions (assets) at end of year2018-12-31$167,227
Employer contributions (assets) at beginning of year2018-12-31$155,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$420,218
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 name2018-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2018-12-31060666222
2017 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$820,028
Total unrealized appreciation/depreciation of assets2017-12-31$820,028
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$354
Total income from all sources (including contributions)2017-12-31$1,441,165
Total of all expenses incurred2017-12-31$150,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$150,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$621,137
Value of total assets at end of year2017-12-31$6,364,883
Value of total assets at beginning of year2017-12-31$5,050,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$228,269
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$155,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$23,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,291,094
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,341,051
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,049,957
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
Investment advisory and management fees2017-12-31$2
Value of interest in pooled separate accounts at end of year2017-12-31$6,209,719
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,932,043
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$236,898
Employer contributions (assets) at end of year2017-12-31$155,164
Employer contributions (assets) at beginning of year2017-12-31$118,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$150,069
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 name2017-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2017-12-31060666222
2016 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$387,365
Total unrealized appreciation/depreciation of assets2016-12-31$387,365
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$354
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$829,839
Total of all expenses incurred2016-12-31$377,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$377,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$442,474
Value of total assets at end of year2016-12-31$5,050,311
Value of total assets at beginning of year2016-12-31$4,597,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$229,788
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$8,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$452,571
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,049,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,597,386
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
Investment advisory and management fees2016-12-31$4
Value of interest in pooled separate accounts at end of year2016-12-31$4,932,043
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,471,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$212,686
Employer contributions (assets) at end of year2016-12-31$118,268
Employer contributions (assets) at beginning of year2016-12-31$117,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$377,264
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2016-12-31060666222
2015 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-115,261
Total unrealized appreciation/depreciation of assets2015-12-31$-115,261
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$345,984
Total of all expenses incurred2015-12-31$1,200,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,200,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$461,245
Value of total assets at end of year2015-12-31$4,597,386
Value of total assets at beginning of year2015-12-31$5,451,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15
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 bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$249,301
Participant contributions at end of year2015-12-31$8,862
Participant contributions at beginning of year2015-12-31$9,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-854,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,597,386
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,451,739
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
Investment advisory and management fees2015-12-31$15
Value of interest in pooled separate accounts at end of year2015-12-31$4,471,521
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,307,415
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$211,944
Employer contributions (assets) at end of year2015-12-31$117,003
Employer contributions (assets) at beginning of year2015-12-31$135,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,200,322
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2015-12-31060666222
2014 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$291,930
Total unrealized appreciation/depreciation of assets2014-12-31$291,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$113
Total income from all sources (including contributions)2014-12-31$787,832
Total of all expenses incurred2014-12-31$271,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$271,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$495,902
Value of total assets at end of year2014-12-31$5,451,739
Value of total assets at beginning of year2014-12-31$4,936,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$258,242
Participant contributions at end of year2014-12-31$9,317
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$515,848
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,451,739
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,935,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22
Value of interest in pooled separate accounts at end of year2014-12-31$5,307,415
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,798,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$229,976
Employer contributions (assets) at end of year2014-12-31$135,007
Employer contributions (assets) at beginning of year2014-12-31$137,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$271,962
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2014-12-31060666222
2013 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$716,487
Total unrealized appreciation/depreciation of assets2013-12-31$716,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,403
Total income from all sources (including contributions)2013-12-31$1,218,649
Total of all expenses incurred2013-12-31$368,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$368,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$502,162
Value of total assets at end of year2013-12-31$4,936,004
Value of total assets at beginning of year2013-12-31$4,087,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$265,221
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$850,593
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,935,891
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,085,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$31
Value of interest in pooled separate accounts at end of year2013-12-31$4,798,031
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,920,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$236,941
Employer contributions (assets) at end of year2013-12-31$137,973
Employer contributions (assets) at beginning of year2013-12-31$166,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$368,025
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2013-12-31060666222
2012 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$363,930
Total unrealized appreciation/depreciation of assets2012-12-31$363,930
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$915,792
Total of all expenses incurred2012-12-31$374,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$373,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$551,862
Value of total assets at end of year2012-12-31$4,087,701
Value of total assets at beginning of year2012-12-31$3,543,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$281,862
Participant contributions at end of year2012-12-31$208
Participant contributions at beginning of year2012-12-31$12,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$541,598
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,085,298
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,543,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$450
Value of interest in pooled separate accounts at end of year2012-12-31$3,920,684
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,342,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$270,000
Employer contributions (assets) at end of year2012-12-31$166,809
Employer contributions (assets) at beginning of year2012-12-31$188,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$373,744
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2012-12-31060666222
2011 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-93,032
Total unrealized appreciation/depreciation of assets2011-12-31$-93,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$624
Total income from all sources (including contributions)2011-12-31$704,995
Total of all expenses incurred2011-12-31$182,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$182,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$798,027
Value of total assets at end of year2011-12-31$3,543,700
Value of total assets at beginning of year2011-12-31$3,021,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$225,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,296
Participant contributions at end of year2011-12-31$12,050
Participant contributions at beginning of year2011-12-31$11,184
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$195,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$522,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,543,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,021,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6
Value of interest in pooled separate accounts at end of year2011-12-31$3,342,703
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,889,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$295,671
Employer contributions (assets) at end of year2011-12-31$188,947
Employer contributions (assets) at beginning of year2011-12-31$120,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$182,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2011-12-31060666222
2010 : EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$298,474
Total unrealized appreciation/depreciation of assets2010-12-31$298,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$677
Total income from all sources (including contributions)2010-12-31$610,006
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$92,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$92,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$311,532
Value of total assets at end of year2010-12-31$3,021,797
Value of total assets at beginning of year2010-12-31$2,504,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$225,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$138,930
Participant contributions at end of year2010-12-31$11,184
Participant contributions at beginning of year2010-12-31$4,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$517,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,021,173
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,503,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1
Value of interest in pooled separate accounts at end of year2010-12-31$2,889,693
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,387,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$172,602
Employer contributions (assets) at end of year2010-12-31$120,920
Employer contributions (assets) at beginning of year2010-12-31$112,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$92,550
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHARLES HEAVEN & CO.
Accountancy firm EIN2010-12-31060666222

Form 5500 Responses for EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN

2022: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2021: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2020: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2019: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2018: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2017: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT 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 - TrustYes
2016: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EASTER SEAL REHABILITATION CENTER OF GREATER WATERBURY, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE646651
Policy instance 1
Insurance contract or identification numberE646651
Number of Individuals Covered411
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,777
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $30,777
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE646651
Policy instance 1
Insurance contract or identification numberE646651
Number of Individuals Covered407
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $34,977
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $34,977
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE646651
Policy instance 1
Insurance contract or identification numberE646651
Number of Individuals Covered399
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $26,754
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $26,754
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE646651
Policy instance 1
Insurance contract or identification numberE646651
Number of Individuals Covered350
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $27,848
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $27,848
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE646651
Policy instance 1
Insurance contract or identification numberE646651
Number of Individuals Covered332
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19,571
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $19,571
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered313
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,826
Total amount of fees paid to insurance companyUSD $1,587
Commission paid to Insurance BrokerUSD $24,826
Insurance broker organization code?3
Amount paid for insurance broker fees1587
Additional information about fees paid to insurance brokerADVISORY SERVICES TO PLAN SPONSORS
Insurance broker nameSWBC INVESTMENT ADVISORY SERVICES,
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered294
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,066
Total amount of fees paid to insurance companyUSD $1,141
Commission paid to Insurance BrokerUSD $23,066
Insurance broker organization code?3
Amount paid for insurance broker fees1141
Additional information about fees paid to insurance brokerADVISORY SERVICES TO PLAN SPONSORS
Insurance broker nameSWBC INVESTMENT ADVISORY SERVICES,
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered288
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,681
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $30,681
Insurance broker organization code?3
Insurance broker nameBOZZUTO ASSOCIATES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered288
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,120
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $12,120
Insurance broker organization code?3
Insurance broker nameBOZZUTO ASSOCIATES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered289
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,883
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $12,883
Insurance broker organization code?3
Insurance broker nameBOZZUTO ASSOCIATES, INC.
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,510
Total amount of fees paid to insurance companyUSD $0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number630011
Policy instance 1
Insurance contract or identification number630011
Number of Individuals Covered235
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,541
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,541
Insurance broker organization code?3
Insurance broker nameBOZZUTO ASSOCIATES, INC.

Potentially related plans

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