401k Plan data: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY plan

MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 401k Plan overview

Plan Name	MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY
Plan identification number	001

MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

MARCH, INC. OF MANCHESTER has sponsored the creation of one or more 401k plans.

Company Name: MARCH, INC. OF MANCHESTER

Employer identification number (EIN): 061016068

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2016-07-01 DONNA HOLLIS 2018-04-10
001 2015-07-01
001 2015-07-01 DONNA HOLLIS 2017-03-06
001 2014-07-01 COLLEEN GRADY
001 2014-07-01 DONNA HOLLIS 2016-04-08
001 2013-07-01 COLLEEN GRADY
001 2013-07-01
001 2012-07-01 COLLEEN GRADY
001 2011-07-01 COLLEEN GRADY
001 2010-07-01 COLLEEN GRADY
001 2009-07-01 COLLEEN GRADY

Plan Statistics for MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY

401k plan membership statisitcs for MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY

Measure Date Value
2021: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year 2021-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 153
Number of retired or separated participants receiving benefits 2021-07-01 12
Number of other retired or separated participants entitled to future benefits 2021-07-01 44
Total of all active and inactive participants 2021-07-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 209
Number of participants with account balances 2021-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 1
2020: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year 2020-07-01 227
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 151
Number of retired or separated participants receiving benefits 2020-07-01 12
Number of other retired or separated participants entitled to future benefits 2020-07-01 45
Total of all active and inactive participants 2020-07-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 208
Number of participants with account balances 2020-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2019 401k membership
Total participants, beginning-of-year 2019-07-01 236
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 181
Number of retired or separated participants receiving benefits 2019-07-01 15
Number of other retired or separated participants entitled to future benefits 2019-07-01 41
Total of all active and inactive participants 2019-07-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 237
Number of participants with account balances 2019-07-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 1
2018: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2018 401k membership
Total participants, beginning-of-year 2018-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 181
Number of retired or separated participants receiving benefits 2018-07-01 9
Number of other retired or separated participants entitled to future benefits 2018-07-01 46
Total of all active and inactive participants 2018-07-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 236
Number of participants with account balances 2018-07-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 55
2017: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2017 401k membership
Total participants, beginning-of-year 2017-07-01 210
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 160
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 51
Total of all active and inactive participants 2017-07-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 211
Number of participants with account balances 2017-07-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 1
2016: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2016 401k membership
Total participants, beginning-of-year 2016-07-01 219
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 210
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 57
Total of all active and inactive participants 2016-07-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 267
Number of participants with account balances 2016-07-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
2015: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2015 401k membership
Total participants, beginning-of-year 2015-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 219
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 52
Total of all active and inactive participants 2015-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 271
Number of participants with account balances 2015-07-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 4
2014: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2014 401k membership
Total participants, beginning-of-year 2014-07-01 224
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 228
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 48
Total of all active and inactive participants 2014-07-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 276
Number of participants with account balances 2014-07-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2013 401k membership
Total participants, beginning-of-year 2013-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 216
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 50
Total of all active and inactive participants 2013-07-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 266
Number of participants with account balances 2013-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2012 401k membership
Total participants, beginning-of-year 2012-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 216
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 50
Total of all active and inactive participants 2012-07-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 266
Number of participants with account balances 2012-07-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2011 401k membership
Total participants, beginning-of-year 2011-07-01 235
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 216
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 47
Total of all active and inactive participants 2011-07-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 263
Number of participants with account balances 2011-07-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 4
2010: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2010 401k membership
Total participants, beginning-of-year 2010-07-01 287
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 235
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 41
Total of all active and inactive participants 2010-07-01 276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 276
Number of participants with account balances 2010-07-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 2
2009: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2009 401k membership
Total participants, beginning-of-year 2009-07-01 253
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 287
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 40
Total of all active and inactive participants 2009-07-01 327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 327
Number of participants with account balances 2009-07-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2021: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year	2021-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	153
Number of retired or separated participants receiving benefits	2021-07-01	12
Number of other retired or separated participants entitled to future benefits	2021-07-01	44
Total of all active and inactive participants	2021-07-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	209
Number of participants with account balances	2021-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	1
2020: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year	2020-07-01	227
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	151
Number of retired or separated participants receiving benefits	2020-07-01	12
Number of other retired or separated participants entitled to future benefits	2020-07-01	45
Total of all active and inactive participants	2020-07-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	208
Number of participants with account balances	2020-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2019 401k membership
Total participants, beginning-of-year	2019-07-01	236
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	181
Number of retired or separated participants receiving benefits	2019-07-01	15
Number of other retired or separated participants entitled to future benefits	2019-07-01	41
Total of all active and inactive participants	2019-07-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	237
Number of participants with account balances	2019-07-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	1
2018: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2018 401k membership
Total participants, beginning-of-year	2018-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	181
Number of retired or separated participants receiving benefits	2018-07-01	9
Number of other retired or separated participants entitled to future benefits	2018-07-01	46
Total of all active and inactive participants	2018-07-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	236
Number of participants with account balances	2018-07-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	55
2017: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2017 401k membership
Total participants, beginning-of-year	2017-07-01	210
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	160
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	51
Total of all active and inactive participants	2017-07-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	211
Number of participants with account balances	2017-07-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	1
2016: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2016 401k membership
Total participants, beginning-of-year	2016-07-01	219
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	210
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	57
Total of all active and inactive participants	2016-07-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	267
Number of participants with account balances	2016-07-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
2015: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2015 401k membership
Total participants, beginning-of-year	2015-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	219
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	52
Total of all active and inactive participants	2015-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	271
Number of participants with account balances	2015-07-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	4
2014: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2014 401k membership
Total participants, beginning-of-year	2014-07-01	224
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	228
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	48
Total of all active and inactive participants	2014-07-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	276
Number of participants with account balances	2014-07-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2013 401k membership
Total participants, beginning-of-year	2013-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	216
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	50
Total of all active and inactive participants	2013-07-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	266
Number of participants with account balances	2013-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2012 401k membership
Total participants, beginning-of-year	2012-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	216
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	50
Total of all active and inactive participants	2012-07-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	266
Number of participants with account balances	2012-07-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2011 401k membership
Total participants, beginning-of-year	2011-07-01	235
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	216
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	47
Total of all active and inactive participants	2011-07-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	263
Number of participants with account balances	2011-07-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	4
2010: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2010 401k membership
Total participants, beginning-of-year	2010-07-01	287
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	235
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	41
Total of all active and inactive participants	2010-07-01	276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	276
Number of participants with account balances	2010-07-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	2
2009: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2009 401k membership
Total participants, beginning-of-year	2009-07-01	253
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	287
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	40
Total of all active and inactive participants	2009-07-01	327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	327
Number of participants with account balances	2009-07-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY

Measure	Date	Value
2022 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$31,972
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$108,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$108,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$165,764
Value of total assets at end of year	2022-06-30	$1,145,626
Value of total assets at beginning of year	2022-06-30	$1,221,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$0
Total interest from all sources	2022-06-30	$3,958
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$66,674
Participant contributions at beginning of year	2022-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-76,085
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$1,145,626
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$1,221,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$750,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$806,684
Interest earned on other investments	2022-06-30	$3,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$296,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$325,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-137,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$99,090
Employer contributions (assets) at end of year	2022-06-30	$99,090
Employer contributions (assets) at beginning of year	2022-06-30	$89,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$108,057
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	FEDERMAN, LALLY & REMIS LLC
Accountancy firm EIN	2022-06-30	061326802
2021 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$356,808
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$70,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$68,720
Expenses. Certain deemed distributions of participant loans	2021-06-30	$694
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$155,981
Value of total assets at end of year	2021-06-30	$1,221,711
Value of total assets at beginning of year	2021-06-30	$935,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,155
Total interest from all sources	2021-06-30	$6,994
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$64,445
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$1,041
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$2,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$286,239
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$1,221,711
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$935,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$1,155
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$806,684
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$527,622
Interest on participant loans	2021-06-30	$183
Interest earned on other investments	2021-06-30	$6,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$325,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$312,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$14,485
Net investment gain/loss from pooled separate accounts	2021-06-30	$179,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$89,500
Employer contributions (assets) at end of year	2021-06-30	$89,500
Employer contributions (assets) at beginning of year	2021-06-30	$94,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$68,720
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	FEDERMAN, LALLY & REMIS LLC
Accountancy firm EIN	2021-06-30	061326802
2020 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$191,868
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$332,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$331,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$158,733
Value of total assets at end of year	2020-06-30	$935,472
Value of total assets at beginning of year	2020-06-30	$1,076,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,534
Total interest from all sources	2020-06-30	$8,042
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$62,728
Participant contributions at end of year	2020-06-30	$1,041
Participant contributions at beginning of year	2020-06-30	$2,028
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$1,631
Administrative expenses (other) incurred	2020-06-30	$1,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-141,101
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$935,472
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$1,076,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$527,622
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$639,854
Interest on participant loans	2020-06-30	$78
Interest earned on other investments	2020-06-30	$7,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$312,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$348,015
Net investment gain/loss from pooled separate accounts	2020-06-30	$25,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$94,374
Employer contributions (assets) at end of year	2020-06-30	$94,374
Employer contributions (assets) at beginning of year	2020-06-30	$86,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$331,435
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	FEDERMAN, LALLY & REMIS LLC
Accountancy firm EIN	2020-06-30	061326802
2019 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$223,290
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$80,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$78,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$178,301
Value of total assets at end of year	2019-06-30	$1,076,573
Value of total assets at beginning of year	2019-06-30	$933,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,434
Total interest from all sources	2019-06-30	$9,063
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$61,544
Participant contributions at end of year	2019-06-30	$2,028
Participant contributions at beginning of year	2019-06-30	$2,985
Administrative expenses (other) incurred	2019-06-30	$1,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$143,173
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$1,076,573
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$933,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$639,854
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$599,289
Interest on participant loans	2019-06-30	$78
Interest earned on other investments	2019-06-30	$8,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$348,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$331,126
Net investment gain/loss from pooled separate accounts	2019-06-30	$35,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$116,757
Employer contributions (assets) at end of year	2019-06-30	$86,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$78,683
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	FEDERMAN, LALLY, & REMIS, INC.
Accountancy firm EIN	2019-06-30	061326802
2018 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$188,947
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$210,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$208,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$112,779
Value of total assets at end of year	2018-06-30	$933,400
Value of total assets at beginning of year	2018-06-30	$954,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,625
Total interest from all sources	2018-06-30	$8,994
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$80,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$59,272
Participant contributions at end of year	2018-06-30	$2,985
Participant contributions at beginning of year	2018-06-30	$3,669
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$19,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-21,163
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$933,400
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$954,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$1,585
Value of interest in pooled separate accounts at end of year	2018-06-30	$599,289
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$680,775
Interest on participant loans	2018-06-30	$118
Interest earned on other investments	2018-06-30	$8,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$331,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$270,119
Net investment gain/loss from pooled separate accounts	2018-06-30	$67,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$33,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$208,485
Contract administrator fees	2018-06-30	$40
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	FEDERMAN, LALLY, & REMIS, INC.
Accountancy firm EIN	2018-06-30	061326802
2017 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$203,298
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$95,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$94,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$100,908
Value of total assets at end of year	2017-06-30	$954,563
Value of total assets at beginning of year	2017-06-30	$846,974
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,391
Total interest from all sources	2017-06-30	$18,154
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$0
Was this plan covered by a fidelity bond	2017-06-30	No
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$62,182
Participant contributions at end of year	2017-06-30	$3,669
Participant contributions at beginning of year	2017-06-30	$4,550
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$2,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$107,589
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$954,563
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$846,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$1,380
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$0
Value of interest in pooled separate accounts at end of year	2017-06-30	$680,775
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$593,573
Interest on participant loans	2017-06-30	$191
Interest earned on other investments	2017-06-30	$17,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$270,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$248,851
Net investment gain/loss from pooled separate accounts	2017-06-30	$84,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$35,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$94,318
Contract administrator fees	2017-06-30	$11
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2017-06-30	061326802
2015 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$103,899
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$56,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$54,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$76,628
Value of total assets at end of year	2015-06-30	$801,533
Value of total assets at beginning of year	2015-06-30	$754,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,185
Total interest from all sources	2015-06-30	$5,746
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	No
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$49,621
Participant contributions at beginning of year	2015-06-30	$977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$47,828
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$801,533
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$754,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$1,185
Value of interest in pooled separate accounts at end of year	2015-06-30	$595,273
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$577,278
Interest on participant loans	2015-06-30	$46
Interest earned on other investments	2015-06-30	$5,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$206,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$175,970
Net investment gain/loss from pooled separate accounts	2015-06-30	$21,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$27,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$54,886
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2015-06-30	061326802
2014 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$181,434
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$104,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$103,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$72,766
Value of total assets at end of year	2014-06-30	$754,225
Value of total assets at beginning of year	2014-06-30	$684,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,170
Total interest from all sources	2014-06-30	$5,186
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	No
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$44,292
Participant contributions at end of year	2014-06-30	$977
Participant contributions at beginning of year	2014-06-30	$1,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$77,168
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$754,225
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$684,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$1,170
Value of interest in pooled separate accounts at end of year	2014-06-30	$577,278
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$512,604
Interest on participant loans	2014-06-30	$112
Interest earned on other investments	2014-06-30	$5,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$175,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$169,972
Net investment gain/loss from pooled separate accounts	2014-06-30	$103,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$28,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$103,096
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2014-06-30	061326802
2013 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$140,543
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$53,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$51,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$64,758
Value of total assets at end of year	2013-06-30	$684,057
Value of total assets at beginning of year	2013-06-30	$589,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$1,125
Total interest from all sources	2013-06-30	$4,480
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$0
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$37,182
Participant contributions at end of year	2013-06-30	$1,481
Participant contributions at beginning of year	2013-06-30	$646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$87,452
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$684,057
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$589,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$1,125
Value of interest in pooled separate accounts at end of year	2013-06-30	$512,604
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$449,817
Interest on participant loans	2013-06-30	$30
Interest earned on other investments	2013-06-30	$4,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$169,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$139,142
Net investment gain/loss from pooled separate accounts	2013-06-30	$71,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$27,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$51,966
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2013-06-30	061326802
2012 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$54,752
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$112,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$111,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$60,453
Value of total assets at end of year	2012-06-30	$589,605
Value of total assets at beginning of year	2012-06-30	$647,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,035
Total interest from all sources	2012-06-30	$4,449
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$34,445
Participant contributions at end of year	2012-06-30	$646
Participant contributions at beginning of year	2012-06-30	$1,468
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-57,402
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$589,605
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$647,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$1,035
Value of interest in pooled separate accounts at end of year	2012-06-30	$449,817
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$497,343
Interest on participant loans	2012-06-30	$63
Interest earned on other investments	2012-06-30	$4,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$139,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$148,196
Net investment gain/loss from pooled separate accounts	2012-06-30	$-10,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$25,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$111,119
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2012-06-30	061326802
2011 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$159,479
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$14,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$13,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$46,560
Value of total assets at end of year	2011-06-30	$647,007
Value of total assets at beginning of year	2011-06-30	$502,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$930
Total interest from all sources	2011-06-30	$4,247
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$23,925
Participant contributions at end of year	2011-06-30	$1,468
Participant contributions at beginning of year	2011-06-30	$2,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$144,827
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$647,007
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$502,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$930
Value of interest in pooled separate accounts at end of year	2011-06-30	$497,343
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$380,439
Interest on participant loans	2011-06-30	$111
Interest earned on other investments	2011-06-30	$4,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$148,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$119,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$22,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$13,722
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2011-06-30	061326802
2010 : MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-06-30	$0
Total income from all sources (including contributions)	2010-06-30	$94,756
Total loss/gain on sale of assets	2010-06-30	$0
Total of all expenses incurred	2010-06-30	$182,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-06-30	$181,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-06-30	$42,894
Value of total assets at end of year	2010-06-30	$502,180
Value of total assets at beginning of year	2010-06-30	$589,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-06-30	$1,020
Total interest from all sources	2010-06-30	$4,807
Total dividends received (eg from common stock, registered investment company shares)	2010-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-06-30	No
Was this plan covered by a fidelity bond	2010-06-30	No
If this is an individual account plan, was there a blackout period	2010-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2010-06-30	No
Contributions received from participants	2010-06-30	$22,365
Participant contributions at end of year	2010-06-30	$2,243
Participant contributions at beginning of year	2010-06-30	$2,957
Income. Received or receivable in cash from other sources (including rollovers)	2010-06-30	$709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Value of net income/loss	2010-06-30	$-87,445
Value of net assets at end of year (total assets less liabilities)	2010-06-30	$502,180
Value of net assets at beginning of year (total assets less liabilities)	2010-06-30	$589,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-06-30	No
Were any leases to which the plan was party in default or uncollectible	2010-06-30	No
Investment advisory and management fees	2010-06-30	$1,020
Value of interest in pooled separate accounts at end of year	2010-06-30	$380,439
Value of interest in pooled separate accounts at beginning of year	2010-06-30	$330,879
Interest on participant loans	2010-06-30	$194
Interest earned on other investments	2010-06-30	$4,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-06-30	$119,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-06-30	$255,789
Net investment gain/loss from pooled separate accounts	2010-06-30	$47,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-06-30	No
Was there a failure to transmit to the plan any participant contributions	2010-06-30	No
Has the plan failed to provide any benefit when due under the plan	2010-06-30	No
Contributions received in cash from employer	2010-06-30	$19,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-06-30	$181,181
Did the plan have assets held for investment	2010-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2010-06-30	Disclaimer
Accountancy firm name	2010-06-30	FEDERMAN, LALLY & REMIS, LLC
Accountancy firm EIN	2010-06-30	061326802

Form 5500 Responses for MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY

2021: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	Yes
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	Yes
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MARCH, INC. OF MANCHESTER TAX SHELTERED ANNUITY 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $362
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	362
Additional information about fees paid to insurance broker	COMISSIONS
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ME9V

Policy instance

Insurance contract or identification number	GAP-B2-ME9V
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,958
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1784
Additional information about fees paid to insurance broker	COMISSIONS
Insurance broker organization code?	7

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ME9V

Policy instance

Insurance contract or identification number	GAP-B2-ME9V
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,954
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 fees	1280
Additional information about fees paid to insurance broker	COMISSIONS
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Number of Individuals Covered	101
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $1,500
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $669
Insurance broker organization code?	6

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $2,719
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $1,707
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,099
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $1,639
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,040
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $1,404
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $879
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $1,579
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,010
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $1,229
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $682
Insurance broker organization code?	7

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VF6364

Policy instance

Insurance contract or identification number	VF6364
Insurance policy start date	2009-07-01
Insurance policy end date	2010-06-30
Total amount of commissions paid to insurance broker	USD $1,166
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $654
Insurance broker organization code?	7

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Company Name:	MARCH, INC. OF MANCHESTER
Employer identification number (EIN):	061016068
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities