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AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 401k Plan overview

Plan NameAVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN
Plan identification number 002

AVON & WEST HARTFORD HEALTH CENTERS 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

AVON CONVALESCENT HOME, INC. has sponsored the creation of one or more 401k plans.

Company Name:AVON CONVALESCENT HOME, INC.
Employer identification number (EIN):060917232
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01RUSSELL SCHWARTZ
0022015-10-01RUSSELL SCHWARTZ
0022014-10-01RUSSELL SCHWARTZ
0022013-10-01RUSSELL SCHWARTZ
0022012-10-01RUSSELL SCHWARTZ
0022011-10-01RUSSELL SCHWARTZ
0022009-10-01RUSSELL SCHWARTZ
0022008-10-01

Plan Statistics for AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN

401k plan membership statisitcs for AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN

Measure Date Value
2021: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01247
Total number of active participants reported on line 7a of the Form 55002021-10-01266
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0154
Total of all active and inactive participants2021-10-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01320
Number of participants with account balances2021-10-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-014
2020: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01248
Total number of active participants reported on line 7a of the Form 55002020-10-01192
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0155
Total of all active and inactive participants2020-10-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01247
Number of participants with account balances2020-10-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01263
Total number of active participants reported on line 7a of the Form 55002019-10-01196
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0152
Total of all active and inactive participants2019-10-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01248
Number of participants with account balances2019-10-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-014
2018: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01260
Total number of active participants reported on line 7a of the Form 55002018-10-01218
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0144
Total of all active and inactive participants2018-10-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-011
Total participants2018-10-01263
Number of participants with account balances2018-10-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-014
2017: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01260
Total number of active participants reported on line 7a of the Form 55002017-10-01217
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0143
Total of all active and inactive participants2017-10-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01260
Number of participants with account balances2017-10-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-016
2016: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01272
Total number of active participants reported on line 7a of the Form 55002016-10-01226
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0134
Total of all active and inactive participants2016-10-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01260
Number of participants with account balances2016-10-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-013
2015: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01257
Total number of active participants reported on line 7a of the Form 55002015-10-01227
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0144
Total of all active and inactive participants2015-10-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01272
Number of participants with account balances2015-10-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-012
2014: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01263
Total number of active participants reported on line 7a of the Form 55002014-10-01216
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0141
Total of all active and inactive participants2014-10-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01257
Number of participants with account balances2014-10-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-014
2013: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01279
Total number of active participants reported on line 7a of the Form 55002013-10-01233
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0130
Total of all active and inactive participants2013-10-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01263
Number of participants with account balances2013-10-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-013
2012: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01288
Total number of active participants reported on line 7a of the Form 55002012-10-01250
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0129
Total of all active and inactive participants2012-10-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01279
Number of participants with account balances2012-10-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01329
Total number of active participants reported on line 7a of the Form 55002011-10-01257
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0131
Total of all active and inactive participants2011-10-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01288
Number of participants with account balances2011-10-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-012
2009: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01422
Total number of active participants reported on line 7a of the Form 55002009-10-01283
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-01116
Total of all active and inactive participants2009-10-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01399
Number of participants with account balances2009-10-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-013

Financial Data on AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN

Measure Date Value
2022 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-507,438
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$611,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$545,215
Expenses. Certain deemed distributions of participant loans2022-09-30$7,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$750,500
Value of total assets at end of year2022-09-30$8,186,650
Value of total assets at beginning of year2022-09-30$9,305,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$58,844
Total interest from all sources2022-09-30$22,012
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$502,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$502,578
Administrative expenses professional fees incurred2022-09-30$1,820
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$548,489
Participant contributions at end of year2022-09-30$206,444
Participant contributions at beginning of year2022-09-30$217,528
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$10,819
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$4,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-1,118,793
Value of net assets at end of year (total assets less liabilities)2022-09-30$8,186,650
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$9,305,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$34,744
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$6,210,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$7,438,876
Interest on participant loans2022-09-30$8,643
Interest earned on other investments2022-09-30$13,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$1,572,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,436,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,782,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$197,814
Employer contributions (assets) at end of year2022-09-30$197,814
Employer contributions (assets) at beginning of year2022-09-30$201,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$545,215
Contract administrator fees2022-09-30$22,280
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MARCUM LLP
Accountancy firm EIN2022-09-30111986323
2021 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,027,228
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$634,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$574,803
Expenses. Certain deemed distributions of participant loans2021-09-30$4,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$796,518
Value of total assets at end of year2021-09-30$9,305,443
Value of total assets at beginning of year2021-09-30$7,912,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$55,316
Total interest from all sources2021-09-30$23,213
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$233,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$233,764
Administrative expenses professional fees incurred2021-09-30$2,273
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$600,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$565,739
Participant contributions at end of year2021-09-30$217,528
Participant contributions at beginning of year2021-09-30$152,809
Participant contributions at end of year2021-09-30$10,819
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$29,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,392,964
Value of net assets at end of year (total assets less liabilities)2021-09-30$9,305,443
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$7,912,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$34,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$7,438,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$6,067,624
Interest on participant loans2021-09-30$10,221
Interest earned on other investments2021-09-30$12,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,436,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,498,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$973,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$201,752
Employer contributions (assets) at end of year2021-09-30$201,753
Employer contributions (assets) at beginning of year2021-09-30$193,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$574,803
Contract administrator fees2021-09-30$18,869
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30MARCUM LLP
Accountancy firm EIN2021-09-30111986323
2020 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,309,399
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$905,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$838,206
Expenses. Certain deemed distributions of participant loans2020-09-30$17,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$756,375
Value of total assets at end of year2020-09-30$7,912,479
Value of total assets at beginning of year2020-09-30$7,509,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$50,318
Total interest from all sources2020-09-30$27,480
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$224,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$224,129
Administrative expenses professional fees incurred2020-09-30$6,050
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$600,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$521,294
Participant contributions at end of year2020-09-30$152,809
Participant contributions at beginning of year2020-09-30$207,538
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$41,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$403,438
Value of net assets at end of year (total assets less liabilities)2020-09-30$7,912,479
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$7,509,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$31,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$6,067,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$5,193,163
Interest on participant loans2020-09-30$9,154
Interest earned on other investments2020-09-30$18,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,498,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$1,914,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$301,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$193,532
Employer contributions (assets) at end of year2020-09-30$193,532
Employer contributions (assets) at beginning of year2020-09-30$193,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$838,206
Contract administrator fees2020-09-30$12,405
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MARCUM LLP
Accountancy firm EIN2020-09-30111986323
2019 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$951,747
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$276,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$228,995
Value of total corrective distributions2019-09-30$879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$728,494
Value of total assets at end of year2019-09-30$7,509,041
Value of total assets at beginning of year2019-09-30$6,833,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$46,186
Total interest from all sources2019-09-30$32,639
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$258,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$258,027
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$600,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$485,768
Participant contributions at end of year2019-09-30$207,538
Participant contributions at beginning of year2019-09-30$193,739
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$48,768
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$0
Other income not declared elsewhere2019-09-30$43
Administrative expenses (other) incurred2019-09-30$7,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$675,687
Value of net assets at end of year (total assets less liabilities)2019-09-30$7,509,041
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$6,833,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$29,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$5,193,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,605,675
Interest on participant loans2019-09-30$10,908
Interest earned on other investments2019-09-30$21,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$1,914,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$1,851,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-67,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$193,958
Employer contributions (assets) at end of year2019-09-30$193,958
Employer contributions (assets) at beginning of year2019-09-30$182,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$228,995
Contract administrator fees2019-09-30$9,204
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MARCUM LLP
Accountancy firm EIN2019-09-30111986323
2018 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$1,122,802
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$647,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$613,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$733,029
Value of total assets at end of year2018-09-30$6,833,354
Value of total assets at beginning of year2018-09-30$6,358,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$34,289
Total interest from all sources2018-09-30$30,364
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$165,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$165,082
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$600,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$420,540
Participant contributions at end of year2018-09-30$193,739
Participant contributions at beginning of year2018-09-30$205,401
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$10
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$130,105
Other income not declared elsewhere2018-09-30$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$474,870
Value of net assets at end of year (total assets less liabilities)2018-09-30$6,833,354
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$6,358,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$26,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,605,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$3,948,787
Interest on participant loans2018-09-30$10,388
Interest earned on other investments2018-09-30$19,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$1,851,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$2,025,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$194,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30Yes
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$182,384
Employer contributions (assets) at end of year2018-09-30$182,384
Employer contributions (assets) at beginning of year2018-09-30$178,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$613,643
Contract administrator fees2018-09-30$7,383
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MARCUM LLP
Accountancy firm EIN2018-09-30111986323
2017 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$1,062,074
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$362,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$333,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$582,061
Value of total assets at end of year2017-09-30$6,358,484
Value of total assets at beginning of year2017-09-30$5,658,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$28,414
Total interest from all sources2017-09-30$30,696
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$128,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$128,156
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$600,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$403,702
Participant contributions at end of year2017-09-30$205,401
Participant contributions at beginning of year2017-09-30$230,103
Participant contributions at end of year2017-09-30$10
Participant contributions at beginning of year2017-09-30$0
Other income not declared elsewhere2017-09-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$699,830
Value of net assets at end of year (total assets less liabilities)2017-09-30$6,358,484
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$5,658,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$24,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$3,948,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,196,156
Interest on participant loans2017-09-30$9,447
Interest earned on other investments2017-09-30$21,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$2,025,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$2,065,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$321,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$178,359
Employer contributions (assets) at end of year2017-09-30$178,359
Employer contributions (assets) at beginning of year2017-09-30$166,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$333,830
Contract administrator fees2017-09-30$3,883
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MARCUM LLP
Accountancy firm EIN2017-09-30111986323
2016 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$3,192
Total income from all sources (including contributions)2016-09-30$753,302
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$661,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$603,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$532,385
Value of total assets at end of year2016-09-30$5,658,654
Value of total assets at beginning of year2016-09-30$5,570,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$58,471
Total interest from all sources2016-09-30$16,563
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$111,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$111,478
Administrative expenses professional fees incurred2016-09-30$4,441
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$600,000
If this is an individual account plan, was there a blackout period2016-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$365,534
Participant contributions at end of year2016-09-30$230,103
Participant contributions at beginning of year2016-09-30$229,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$3,192
Other income not declared elsewhere2016-09-30$194
Administrative expenses (other) incurred2016-09-30$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$91,556
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,658,654
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$5,567,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$35,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,196,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,323,135
Interest on participant loans2016-09-30$8,777
Interest earned on other investments2016-09-30$7,786
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$1,853,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,065,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$61,904
Net investment gain or loss from common/collective trusts2016-09-30$30,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$166,851
Employer contributions (assets) at end of year2016-09-30$166,851
Employer contributions (assets) at beginning of year2016-09-30$163,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$603,275
Contract administrator fees2016-09-30$18,428
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30Yes
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MARCUM LLP
Accountancy firm EIN2016-09-30111986323
2015 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$3,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,398
Total income from all sources (including contributions)2015-09-30$596,934
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,121,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,072,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$613,990
Value of total assets at end of year2015-09-30$5,570,290
Value of total assets at beginning of year2015-09-30$6,094,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$49,360
Total interest from all sources2015-09-30$10,349
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$115,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$115,139
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$600,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$392,660
Participant contributions at end of year2015-09-30$229,685
Participant contributions at beginning of year2015-09-30$287,180
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$57,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$3,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$2,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-524,532
Value of net assets at end of year (total assets less liabilities)2015-09-30$5,567,098
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$6,091,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$29,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,323,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,692,017
Interest on participant loans2015-09-30$10,349
Value of interest in common/collective trusts at end of year2015-09-30$1,853,584
Value of interest in common/collective trusts at beginning of year2015-09-30$1,947,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$3,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$3,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-193,855
Net investment gain or loss from common/collective trusts2015-09-30$51,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$163,881
Employer contributions (assets) at end of year2015-09-30$163,881
Employer contributions (assets) at beginning of year2015-09-30$163,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,072,106
Contract administrator fees2015-09-30$19,480
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MARCUM LLP
Accountancy firm EIN2015-09-30111986323
2014 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$2,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$156
Total income from all sources (including contributions)2014-09-30$928,605
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,037,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$977,105
Value of total corrective distributions2014-09-30$2,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$526,110
Value of total assets at end of year2014-09-30$6,094,028
Value of total assets at beginning of year2014-09-30$6,201,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$57,884
Total interest from all sources2014-09-30$10,388
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$89,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$89,584
Administrative expenses professional fees incurred2014-09-30$7,100
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$600,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$361,128
Participant contributions at end of year2014-09-30$287,180
Participant contributions at beginning of year2014-09-30$262,249
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$3,284
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$1,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$2,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-109,263
Value of net assets at end of year (total assets less liabilities)2014-09-30$6,091,630
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$6,200,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$32,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$3,692,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,731,843
Interest on participant loans2014-09-30$10,388
Value of interest in common/collective trusts at end of year2014-09-30$1,947,619
Value of interest in common/collective trusts at beginning of year2014-09-30$2,029,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$3,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$4,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$4,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$289,007
Net investment gain or loss from common/collective trusts2014-09-30$13,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$163,335
Employer contributions (assets) at end of year2014-09-30$163,335
Employer contributions (assets) at beginning of year2014-09-30$170,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$977,105
Contract administrator fees2014-09-30$18,326
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MARCUM LLP
Accountancy firm EIN2014-09-30111986323
2013 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$20,291
Total income from all sources (including contributions)2013-09-30$1,111,879
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,283,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,228,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$573,594
Value of total assets at end of year2013-09-30$6,201,049
Value of total assets at beginning of year2013-09-30$6,392,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$54,378
Total interest from all sources2013-09-30$8,353
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$61,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$61,916
Administrative expenses professional fees incurred2013-09-30$4,216
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$600,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$403,346
Participant contributions at end of year2013-09-30$262,249
Participant contributions at beginning of year2013-09-30$177,807
Participant contributions at end of year2013-09-30$3,284
Participant contributions at beginning of year2013-09-30$0
Liabilities. Value of operating payables at end of year2013-09-30$156
Liabilities. Value of operating payables at beginning of year2013-09-30$20,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-171,441
Value of net assets at end of year (total assets less liabilities)2013-09-30$6,200,893
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$6,372,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$28,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,731,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$3,263,249
Interest on participant loans2013-09-30$8,353
Value of interest in common/collective trusts at end of year2013-09-30$2,029,124
Value of interest in common/collective trusts at beginning of year2013-09-30$2,762,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$4,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$20,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$20,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$447,886
Net investment gain or loss from common/collective trusts2013-09-30$20,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$170,248
Employer contributions (assets) at end of year2013-09-30$170,248
Employer contributions (assets) at beginning of year2013-09-30$168,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,228,942
Contract administrator fees2013-09-30$21,542
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30COHNREZNICK LLP
Accountancy firm EIN2013-09-30221478099
2012 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$20,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$10,143
Total income from all sources (including contributions)2012-09-30$1,163,773
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$553,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$491,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$577,155
Value of total assets at end of year2012-09-30$6,392,625
Value of total assets at beginning of year2012-09-30$5,771,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$61,360
Total interest from all sources2012-09-30$7,223
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$61,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$61,041
Administrative expenses professional fees incurred2012-09-30$11,250
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$550,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$408,469
Participant contributions at end of year2012-09-30$177,807
Participant contributions at beginning of year2012-09-30$197,715
Liabilities. Value of operating payables at end of year2012-09-30$20,291
Liabilities. Value of operating payables at beginning of year2012-09-30$10,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$610,724
Value of net assets at end of year (total assets less liabilities)2012-09-30$6,372,334
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$5,761,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$28,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$3,263,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,787,213
Interest on participant loans2012-09-30$7,223
Value of interest in common/collective trusts at end of year2012-09-30$2,762,519
Value of interest in common/collective trusts at beginning of year2012-09-30$2,626,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$20,364
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$10,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$10,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$485,011
Net investment gain or loss from common/collective trusts2012-09-30$33,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$168,686
Employer contributions (assets) at end of year2012-09-30$168,686
Employer contributions (assets) at beginning of year2012-09-30$150,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$491,689
Contract administrator fees2012-09-30$21,432
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30J.H. COHN, LLP
Accountancy firm EIN2012-09-30221478099
2011 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$10,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$7,403
Total income from all sources (including contributions)2011-09-30$546,349
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$298,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$235,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$531,184
Value of total assets at end of year2011-09-30$5,771,753
Value of total assets at beginning of year2011-09-30$5,521,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$63,450
Total interest from all sources2011-09-30$8,394
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$38,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$38,475
Administrative expenses professional fees incurred2011-09-30$8,082
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$550,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$367,902
Participant contributions at end of year2011-09-30$197,715
Participant contributions at beginning of year2011-09-30$173,226
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$7,033
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$10,373
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Administrative expenses (other) incurred2011-09-30$318
Liabilities. Value of operating payables at end of year2011-09-30$10,143
Liabilities. Value of operating payables at beginning of year2011-09-30$7,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$247,474
Value of net assets at end of year (total assets less liabilities)2011-09-30$5,761,610
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,514,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$25,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,787,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,631,594
Interest on participant loans2011-09-30$8,394
Value of interest in common/collective trusts at end of year2011-09-30$2,626,173
Value of interest in common/collective trusts at beginning of year2011-09-30$2,536,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$10,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$7,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$7,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-33,360
Net investment gain or loss from common/collective trusts2011-09-30$1,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$152,909
Employer contributions (assets) at end of year2011-09-30$150,399
Employer contributions (assets) at beginning of year2011-09-30$165,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$235,425
Contract administrator fees2011-09-30$29,119
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30J.H. COHN, LLP
Accountancy firm EIN2011-09-30221478099
2010 : AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN

2021: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: AVON & WEST HARTFORD HEALTH CENTERS 401 (K) PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number375745-01
Policy instance 1
Insurance contract or identification number375745-01
Number of Individuals Covered132
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
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 number375745-01
Policy instance 1
Insurance contract or identification number375745-01
Number of Individuals Covered145
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
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 number375745-01
Policy instance 1
Insurance contract or identification number375745-01
Number of Individuals Covered154
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
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 number375745-01
Policy instance 1
Insurance contract or identification number375745-01
Number of Individuals Covered180
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
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 number375745-01
Policy instance 1
Insurance contract or identification number375745-01
Number of Individuals Covered180
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
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

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