?>
Logo

BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN
Plan identification number 003

BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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.

401k Sponsoring company profile

CSC ENTERPRISES, INC. D/B/A BRANFORD HILLS HEALTH CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:CSC ENTERPRISES, INC. D/B/A BRANFORD HILLS HEALTH CARE CENTER
Employer identification number (EIN):060991683
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01CHARLES F. SHELTON, JR.
0032016-10-01CHARLES F. SHELTON, JR.
0032015-10-01CHARLES F. SHELTON, JR.
0032014-10-01CHARLES F. SHELTON, JR.
0032013-10-01CHARLES F. SHELTON, JR.
0032012-10-01CHARLES F. SHELTON, JR.
0032011-10-01CHARLES F. SHELTON. JR.
0032010-10-01CHARLES SHELTON JR
0032009-10-01CHARLES SHELTON JR
0032008-10-01

Plan Statistics for BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01156
Total number of active participants reported on line 7a of the Form 55002021-10-010
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-010
Number of participants with account balances2021-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01192
Total number of active participants reported on line 7a of the Form 55002020-10-01131
Number of retired or separated participants receiving benefits2020-10-014
Number of other retired or separated participants entitled to future benefits2020-10-0117
Total of all active and inactive participants2020-10-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01152
Number of participants with account balances2020-10-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-011
2019: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01210
Total number of active participants reported on line 7a of the Form 55002019-10-01162
Number of retired or separated participants receiving benefits2019-10-012
Number of other retired or separated participants entitled to future benefits2019-10-0118
Total of all active and inactive participants2019-10-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01182
Number of participants with account balances2019-10-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-014
2018: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01205
Total number of active participants reported on line 7a of the Form 55002018-10-01171
Number of retired or separated participants receiving benefits2018-10-012
Number of other retired or separated participants entitled to future benefits2018-10-0119
Total of all active and inactive participants2018-10-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01192
Number of participants with account balances2018-10-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-015
2017: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01218
Total number of active participants reported on line 7a of the Form 55002017-10-01174
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0117
Total of all active and inactive participants2017-10-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01192
Number of participants with account balances2017-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01213
Total number of active participants reported on line 7a of the Form 55002016-10-01188
Number of retired or separated participants receiving benefits2016-10-013
Number of other retired or separated participants entitled to future benefits2016-10-0115
Total of all active and inactive participants2016-10-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01206
Number of participants with account balances2016-10-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01221
Total number of active participants reported on line 7a of the Form 55002015-10-01182
Number of retired or separated participants receiving benefits2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-0112
Total of all active and inactive participants2015-10-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01196
Number of participants with account balances2015-10-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-011
2014: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01216
Total number of active participants reported on line 7a of the Form 55002014-10-01186
Number of retired or separated participants receiving benefits2014-10-014
Number of other retired or separated participants entitled to future benefits2014-10-0114
Total of all active and inactive participants2014-10-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01204
Number of participants with account balances2014-10-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01210
Total number of active participants reported on line 7a of the Form 55002013-10-01168
Number of retired or separated participants receiving benefits2013-10-015
Number of other retired or separated participants entitled to future benefits2013-10-0112
Total of all active and inactive participants2013-10-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01185
Number of participants with account balances2013-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-011
2012: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01232
Total number of active participants reported on line 7a of the Form 55002012-10-01176
Number of retired or separated participants receiving benefits2012-10-019
Number of other retired or separated participants entitled to future benefits2012-10-0118
Total of all active and inactive participants2012-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01203
Number of participants with account balances2012-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01222
Total number of active participants reported on line 7a of the Form 55002011-10-01204
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-0115
Total of all active and inactive participants2011-10-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01221
Number of participants with account balances2011-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01248
Total number of active participants reported on line 7a of the Form 55002010-10-01220
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-015
Total of all active and inactive participants2010-10-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-01225
Number of participants with account balances2010-10-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-011
2009: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01224
Total number of active participants reported on line 7a of the Form 55002009-10-01236
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0112
Total of all active and inactive participants2009-10-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01248
Number of participants with account balances2009-10-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-09-30$-311,334
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$5,328,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$5,207,528
Expenses. Certain deemed distributions of participant loans2022-09-30$79,664
Value of total corrective distributions2022-09-30$508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$215,803
Value of total assets at end of year2022-09-30$0
Value of total assets at beginning of year2022-09-30$5,640,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$41,092
Total interest from all sources2022-09-30$5,116
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-09-30$0
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$215,803
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$101,364
Administrative expenses (other) incurred2022-09-30$6,605
Total non interest bearing cash at end of year2022-09-30$0
Total non interest bearing cash at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-5,640,126
Value of net assets at end of year (total assets less liabilities)2022-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$5,640,126
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$2,102
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$5,509,629
Income. Interest from loans (other than to participants)2022-09-30$5,116
Net investment gain/loss from pooled separate accounts2022-09-30$-532,253
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 contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$29,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$5,207,528
Contract administrator fees2022-09-30$32,385
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 PBGC2022-09-30Yes
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30SIMIONE, MACCA & LARROW, LLP
Accountancy firm EIN2022-09-30061586075
2021 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$1,252,602
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$644,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$589,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$263,141
Value of total assets at end of year2021-09-30$5,640,126
Value of total assets at beginning of year2021-09-30$5,032,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$55,168
Total interest from all sources2021-09-30$5,160
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Administrative expenses professional fees incurred2021-09-30$9,612
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$234,008
Participant contributions at end of year2021-09-30$101,364
Participant contributions at beginning of year2021-09-30$111,862
Administrative expenses (other) incurred2021-09-30$1,833
Total non interest bearing cash at end of year2021-09-30$0
Total non interest bearing cash at beginning of year2021-09-30$2,052
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$608,044
Value of net assets at end of year (total assets less liabilities)2021-09-30$5,640,126
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$5,032,082
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$2,770
Value of interest in pooled separate accounts at end of year2021-09-30$5,509,629
Value of interest in pooled separate accounts at beginning of year2021-09-30$4,891,165
Interest on participant loans2021-09-30$5,160
Net investment gain/loss from pooled separate accounts2021-09-30$984,301
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 contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$29,133
Employer contributions (assets) at end of year2021-09-30$29,133
Employer contributions (assets) at beginning of year2021-09-30$27,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$589,390
Contract administrator fees2021-09-30$40,953
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 plan2021-09-30Disclaimer
Accountancy firm name2021-09-30SIMIONE, MACCA & LARROW, LLP
Accountancy firm EIN2021-09-30061586075
2020 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$771,331
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$163,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$104,173
Expenses. Certain deemed distributions of participant loans2020-09-30$5,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$250,803
Value of total assets at end of year2020-09-30$5,032,082
Value of total assets at beginning of year2020-09-30$4,424,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$54,214
Total interest from all sources2020-09-30$5,708
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Administrative expenses professional fees incurred2020-09-30$18,340
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
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$223,800
Participant contributions at end of year2020-09-30$111,862
Participant contributions at beginning of year2020-09-30$83,318
Total non interest bearing cash at end of year2020-09-30$2,052
Total non interest bearing cash at beginning of year2020-09-30$10,989
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$607,859
Value of net assets at end of year (total assets less liabilities)2020-09-30$5,032,082
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,424,223
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$2,264
Value of interest in pooled separate accounts at end of year2020-09-30$4,891,165
Value of interest in pooled separate accounts at beginning of year2020-09-30$4,301,585
Interest on participant loans2020-09-30$5,708
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$514,820
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 contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$27,003
Employer contributions (assets) at end of year2020-09-30$27,003
Employer contributions (assets) at beginning of year2020-09-30$28,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$104,173
Contract administrator fees2020-09-30$33,610
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 name2020-09-30SIMEONE MACCA & LARROW, LLP
Accountancy firm EIN2020-09-30061586075
2019 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$397,286
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$283,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$196,555
Expenses. Certain deemed distributions of participant loans2019-09-30$11,738
Value of total corrective distributions2019-09-30$574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$248,651
Value of total assets at end of year2019-09-30$4,424,223
Value of total assets at beginning of year2019-09-30$4,310,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$75,044
Total interest from all sources2019-09-30$3,418
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$220,320
Participant contributions at end of year2019-09-30$83,318
Participant contributions at beginning of year2019-09-30$79,269
Administrative expenses (other) incurred2019-09-30$14,905
Total non interest bearing cash at end of year2019-09-30$10,989
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$113,375
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,424,223
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,310,848
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
Value of interest in pooled separate accounts at end of year2019-09-30$4,301,585
Value of interest in pooled separate accounts at beginning of year2019-09-30$3,609,232
Interest on participant loans2019-09-30$3,418
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$579,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$13,476
Net investment gain/loss from pooled separate accounts2019-09-30$144,764
Net investment gain or loss from common/collective trusts2019-09-30$453
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$28,331
Employer contributions (assets) at end of year2019-09-30$28,331
Employer contributions (assets) at beginning of year2019-09-30$29,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$196,555
Contract administrator fees2019-09-30$60,139
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-09-30Yes
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 name2019-09-30SIMIONE MACCA & LARROW, LLP
Accountancy firm EIN2019-09-30061586075
2018 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$1,069,438
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$472,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$401,737
Expenses. Certain deemed distributions of participant loans2018-09-30$2,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$669,266
Value of total assets at end of year2018-09-30$4,310,848
Value of total assets at beginning of year2018-09-30$3,713,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$67,602
Total interest from all sources2018-09-30$3,556
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$226,925
Participant contributions at end of year2018-09-30$79,269
Participant contributions at beginning of year2018-09-30$82,028
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$412,931
Administrative expenses (other) incurred2018-09-30$6,893
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$597,285
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,310,848
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$3,713,563
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
Value of interest in pooled separate accounts at end of year2018-09-30$3,609,232
Value of interest in pooled separate accounts at beginning of year2018-09-30$3,053,757
Interest on participant loans2018-09-30$3,556
Value of interest in common/collective trusts at end of year2018-09-30$579,461
Value of interest in common/collective trusts at beginning of year2018-09-30$545,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$13,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$6,630
Net investment gain/loss from pooled separate accounts2018-09-30$396,610
Net investment gain or loss from common/collective trusts2018-09-30$6
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 contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$29,410
Employer contributions (assets) at end of year2018-09-30$29,410
Employer contributions (assets) at beginning of year2018-09-30$25,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$401,737
Contract administrator fees2018-09-30$60,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-09-30Yes
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 name2018-09-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-09-30271728945
2017 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$841,443
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$413,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$352,823
Expenses. Certain deemed distributions of participant loans2017-09-30$12,369
Value of total corrective distributions2017-09-30$3,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$378,631
Value of total assets at end of year2017-09-30$3,713,563
Value of total assets at beginning of year2017-09-30$3,285,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$45,116
Total interest from all sources2017-09-30$3,434
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
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$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$214,533
Participant contributions at end of year2017-09-30$82,028
Participant contributions at beginning of year2017-09-30$92,403
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$138,408
Administrative expenses (other) incurred2017-09-30$4,155
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$428,078
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,713,563
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,285,485
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$40,961
Value of interest in pooled separate accounts at end of year2017-09-30$3,053,757
Value of interest in pooled separate accounts at beginning of year2017-09-30$2,595,906
Interest on participant loans2017-09-30$3,434
Value of interest in common/collective trusts at end of year2017-09-30$545,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$6,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$570,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$423,045
Net investment gain/loss from pooled separate accounts2017-09-30$36,333
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$25,690
Employer contributions (assets) at end of year2017-09-30$25,690
Employer contributions (assets) at beginning of year2017-09-30$26,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$352,823
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-09-30Yes
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 name2017-09-30PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-09-30271728945
2016 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2016-09-30$539,897
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$369,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$364,266
Expenses. Certain deemed distributions of participant loans2016-09-30$1,523
Value of total corrective distributions2016-09-30$1,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$242,513
Value of total assets at end of year2016-09-30$3,285,485
Value of total assets at beginning of year2016-09-30$3,114,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$2,200
Total interest from all sources2016-09-30$14,349
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$213,846
Participant contributions at end of year2016-09-30$92,403
Participant contributions at beginning of year2016-09-30$116,611
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$1,845
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$246
Administrative expenses (other) incurred2016-09-30$2,200
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$170,636
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,285,485
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,114,849
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
Value of interest in pooled separate accounts at end of year2016-09-30$2,595,906
Value of interest in pooled separate accounts at beginning of year2016-09-30$2,421,453
Interest on participant loans2016-09-30$4,492
Interest earned on other investments2016-09-30$9,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$570,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$549,866
Net investment gain/loss from pooled separate accounts2016-09-30$283,035
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$26,822
Employer contributions (assets) at end of year2016-09-30$26,822
Employer contributions (assets) at beginning of year2016-09-30$26,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$364,266
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 name2016-09-30PKF O'CONNOR & DAVIES, LLP
Accountancy firm EIN2016-09-30271728945
2015 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$2,298
Total income from all sources (including contributions)2015-09-30$224,834
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$252,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$246,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$227,000
Value of total assets at end of year2015-09-30$3,114,849
Value of total assets at beginning of year2015-09-30$3,145,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$6,187
Total interest from all sources2015-09-30$15,669
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$198,469
Participant contributions at end of year2015-09-30$116,611
Participant contributions at beginning of year2015-09-30$121,238
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$2,298
Administrative expenses (other) incurred2015-09-30$6,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-27,901
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,114,849
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,142,750
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
Value of interest in pooled separate accounts at end of year2015-09-30$2,421,453
Value of interest in pooled separate accounts at beginning of year2015-09-30$2,353,579
Interest on participant loans2015-09-30$5,651
Interest earned on other investments2015-09-30$10,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$4,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$4,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$549,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$643,094
Net investment gain/loss from pooled separate accounts2015-09-30$-17,835
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 contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$26,673
Employer contributions (assets) at end of year2015-09-30$26,673
Employer contributions (assets) at beginning of year2015-09-30$22,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$246,548
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 name2015-09-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2015-09-30271728945
2014 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$2,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,274
Total income from all sources (including contributions)2014-09-30$564,593
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,650,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,637,170
Expenses. Certain deemed distributions of participant loans2014-09-30$8,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$245,652
Value of total assets at end of year2014-09-30$3,145,048
Value of total assets at beginning of year2014-09-30$4,233,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$4,563
Total interest from all sources2014-09-30$17,457
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$222,995
Participant contributions at end of year2014-09-30$121,238
Participant contributions at beginning of year2014-09-30$117,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$3,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$2,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$5,274
Administrative expenses (other) incurred2014-09-30$4,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-1,085,896
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,142,750
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,228,646
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
Value of interest in pooled separate accounts at end of year2014-09-30$2,353,579
Value of interest in pooled separate accounts at beginning of year2014-09-30$3,168,103
Interest on participant loans2014-09-30$5,079
Interest earned on other investments2014-09-30$12,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$4,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$5,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$5,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$643,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$907,735
Net investment gain/loss from pooled separate accounts2014-09-30$301,484
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$22,657
Employer contributions (assets) at end of year2014-09-30$22,654
Employer contributions (assets) at beginning of year2014-09-30$31,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,637,170
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 name2014-09-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2014-09-30271728945
2013 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$5,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$9,678
Total income from all sources (including contributions)2013-09-30$1,017,816
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,156,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,122,259
Expenses. Certain deemed distributions of participant loans2013-09-30$29,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$515,122
Value of total assets at end of year2013-09-30$4,233,920
Value of total assets at beginning of year2013-09-30$4,377,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$5,638
Total interest from all sources2013-09-30$32,654
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$335,924
Participant contributions at end of year2013-09-30$117,537
Participant contributions at beginning of year2013-09-30$132,302
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$138,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$3,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$5,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$9,678
Administrative expenses (other) incurred2013-09-30$5,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$-139,172
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,228,646
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,367,818
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
Value of interest in pooled separate accounts at end of year2013-09-30$3,168,103
Value of interest in pooled separate accounts at beginning of year2013-09-30$2,764,060
Interest on participant loans2013-09-30$6,024
Interest earned on other investments2013-09-30$26,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$5,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$9,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$9,461
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$907,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$1,463,222
Net investment gain/loss from pooled separate accounts2013-09-30$470,040
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$40,982
Employer contributions (assets) at end of year2013-09-30$31,383
Employer contributions (assets) at beginning of year2013-09-30$8,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,122,259
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 name2013-09-30O'CONNOR DAVIES, LLP
Accountancy firm EIN2013-09-30271728945
2012 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$9,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$9,390
Total income from all sources (including contributions)2012-09-30$976,252
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$369,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$346,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$449,173
Value of total assets at end of year2012-09-30$4,377,496
Value of total assets at beginning of year2012-09-30$3,770,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$23,546
Total interest from all sources2012-09-30$38,176
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$404,424
Participant contributions at end of year2012-09-30$132,302
Participant contributions at beginning of year2012-09-30$115,069
Participant contributions at beginning of year2012-09-30$14,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$2,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$9,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$9,390
Other income not declared elsewhere2012-09-30$1,451
Administrative expenses (other) incurred2012-09-30$23,546
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$606,498
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,367,818
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$3,761,320
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
Value of interest in pooled separate accounts at end of year2012-09-30$2,764,060
Value of interest in pooled separate accounts at beginning of year2012-09-30$2,475,865
Interest on participant loans2012-09-30$5,416
Interest earned on other investments2012-09-30$32,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$9,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$11,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$11,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$1,463,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$1,143,778
Net investment gain/loss from pooled separate accounts2012-09-30$487,452
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$44,749
Employer contributions (assets) at end of year2012-09-30$8,451
Employer contributions (assets) at beginning of year2012-09-30$7,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$346,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30Yes
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 name2012-09-30MARCUM, LLP
Accountancy firm EIN2012-09-30111986323
2011 : BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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$9,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$382,567
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$694,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$670,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$453,694
Value of total assets at end of year2011-09-30$3,770,710
Value of total assets at beginning of year2011-09-30$4,073,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$24,702
Total interest from all sources2011-09-30$40,171
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$8,500
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$410,146
Participant contributions at end of year2011-09-30$115,069
Participant contributions at beginning of year2011-09-30$94,319
Participant contributions at end of year2011-09-30$14,957
Participant contributions at beginning of year2011-09-30$35,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$2,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$5,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$9,390
Administrative expenses (other) incurred2011-09-30$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-312,285
Value of net assets at end of year (total assets less liabilities)2011-09-30$3,761,320
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,073,605
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
Value of interest in pooled separate accounts at end of year2011-09-30$2,475,865
Value of interest in pooled separate accounts at beginning of year2011-09-30$2,704,808
Interest on participant loans2011-09-30$3,294
Interest earned on other investments2011-09-30$36,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$11,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$23,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$23,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$1,143,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$1,209,003
Net investment gain/loss from pooled separate accounts2011-09-30$-111,298
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$43,548
Employer contributions (assets) at end of year2011-09-30$7,443
Employer contributions (assets) at beginning of year2011-09-30$455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$670,150
Contract administrator fees2011-09-30$16,125
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 name2011-09-30MARCUM, LLP
Accountancy firm EIN2011-09-30111986323

Form 5500 Responses for BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN

2021: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 filingYes
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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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 – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: BRANFORD HILLS HEALTH CARE CENTER 401(K) PROFIT SHARING 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140307
Policy instance 1
Insurance contract or identification number140307
Number of Individuals Covered0
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $18,640
Total amount of fees paid to insurance companyUSD $8,922
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
Commission paid to Insurance BrokerUSD $18,640
Insurance broker organization code?3
Amount paid for insurance broker fees6605
Additional information about fees paid to insurance brokerTPA FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140307
Policy instance 1
Insurance contract or identification number140307
Number of Individuals Covered75
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $21,945
Total amount of fees paid to insurance companyUSD $12,408
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
Commission paid to Insurance BrokerUSD $21,945
Insurance broker organization code?3
Amount paid for insurance broker fees9611
Additional information about fees paid to insurance brokerTPA FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140307
Policy instance 1
Insurance contract or identification number140307
Number of Individuals Covered83
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $17,905
Total amount of fees paid to insurance companyUSD $14,273
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
Commission paid to Insurance BrokerUSD $17,905
Insurance broker organization code?3
Amount paid for insurance broker fees9841
Additional information about fees paid to insurance brokerTPA FEES PAID
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number140307
Policy instance 1
Insurance contract or identification number140307
Number of Individuals Covered88
Insurance policy start date2019-07-11
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $2,835
Total amount of fees paid to insurance companyUSD $11,230
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
Commission paid to Insurance BrokerUSD $2,835
Insurance broker organization code?3
Amount paid for insurance broker fees9329
Additional information about fees paid to insurance brokerTPA COMPENSATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512729-000
Policy instance 1
Insurance contract or identification number512729-000
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,048
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
Amount paid for insurance broker fees2048
Additional information about fees paid to insurance brokerTPA ALLOWANCE
Insurance broker organization code?5
Insurance broker nameASPERIA, INC. DBA GHBA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873179
Policy instance 1
Insurance contract or identification number873179
Number of Individuals Covered84
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $15,538
Total amount of fees paid to insurance companyUSD $1,550
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $15,538
Insurance broker organization code?3
Amount paid for insurance broker fees1550
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameBRIAN K CARROLL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873179
Policy instance 1
Insurance contract or identification number873179
Number of Individuals Covered89
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $15,377
Total amount of fees paid to insurance companyUSD $1,530
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $15,377
Insurance broker organization code?3
Amount paid for insurance broker fees1530
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameBRIAN K CARROLL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873179
Policy instance 1
Insurance contract or identification number873179
Number of Individuals Covered86
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $16,759
Total amount of fees paid to insurance companyUSD $1,762
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $16,759
Insurance broker organization code?3
Amount paid for insurance broker fees1762
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameBRIAN K CARROLL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873179
Policy instance 1
Insurance contract or identification number873179
Number of Individuals Covered101
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $10,559
Total amount of fees paid to insurance companyUSD $7,255
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $10,559
Insurance broker organization code?3
Amount paid for insurance broker fees7255
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM TPA ALLIANCE PROGRAM
Insurance broker nameBRIAN K CARROLL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873179
Policy instance 1
Insurance contract or identification number873179
Number of Individuals Covered115
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $42,896
Total amount of fees paid to insurance companyUSD $8,855
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number921901
Policy instance 2
Insurance contract or identification number921901
Number of Individuals Covered0
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $18,275
Total amount of fees paid to insurance companyUSD $972
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number921901
Policy instance 1
Insurance contract or identification number921901
Number of Individuals Covered108
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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