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CONNECTICUT HEALTH FACILITIES 401K PLAN 401k Plan overview

Plan NameCONNECTICUT HEALTH FACILITIES 401K PLAN
Plan identification number 001

CONNECTICUT HEALTH FACILITIES 401K PLAN Benefits

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

401k Sponsoring company profile

THE SUFFIELD MANOR has sponsored the creation of one or more 401k plans.

Company Name:THE SUFFIELD MANOR
Employer identification number (EIN):061215497
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONNECTICUT HEALTH FACILITIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01CARRIE RICCIO2023-07-12
0012020-10-01CARRIE RICCIO2022-06-13
0012019-10-01CARRIE RICCIO2021-07-08 CARRIE RICCIO2021-07-08
0012018-10-01CARRIE RICCIO2020-07-14
0012017-10-01CARRIE RICCIO2019-07-10
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01CARRIE RICCIO
0012012-10-01CARRIE RICCIO
0012011-10-01CARRIE RICCIO
0012009-10-01CARRIE RICCIO
0012008-10-01

Plan Statistics for CONNECTICUT HEALTH FACILITIES 401K PLAN

401k plan membership statisitcs for CONNECTICUT HEALTH FACILITIES 401K PLAN

Measure Date Value
2021: CONNECTICUT HEALTH FACILITIES 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01158
Total number of active participants reported on line 7a of the Form 55002021-10-01151
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-017
Total of all active and inactive participants2021-10-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01158
Number of participants with account balances2021-10-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: CONNECTICUT HEALTH FACILITIES 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01160
Total number of active participants reported on line 7a of the Form 55002020-10-01148
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-018
Total of all active and inactive participants2020-10-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01156
Number of participants with account balances2020-10-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: CONNECTICUT HEALTH FACILITIES 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01171
Total number of active participants reported on line 7a of the Form 55002019-10-01144
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0116
Total of all active and inactive participants2019-10-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01160
Number of participants with account balances2019-10-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: CONNECTICUT HEALTH FACILITIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01168
Total number of active participants reported on line 7a of the Form 55002018-10-01156
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0115
Total of all active and inactive participants2018-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01171
Number of participants with account balances2018-10-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: CONNECTICUT HEALTH FACILITIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01165
Total number of active participants reported on line 7a of the Form 55002017-10-01155
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0113
Total of all active and inactive participants2017-10-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01168
Number of participants with account balances2017-10-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: CONNECTICUT HEALTH FACILITIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01167
Total number of active participants reported on line 7a of the Form 55002016-10-01160
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-015
Total of all active and inactive participants2016-10-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01165
Number of participants with account balances2016-10-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012
2015: CONNECTICUT HEALTH FACILITIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01150
Total number of active participants reported on line 7a of the Form 55002015-10-01164
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-013
Total of all active and inactive participants2015-10-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01167
Number of participants with account balances2015-10-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: CONNECTICUT HEALTH FACILITIES 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01160
Total number of active participants reported on line 7a of the Form 55002014-10-01145
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-015
Total of all active and inactive participants2014-10-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01150
Number of participants with account balances2014-10-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: CONNECTICUT HEALTH FACILITIES 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01175
Total number of active participants reported on line 7a of the Form 55002013-10-01152
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-018
Total of all active and inactive participants2013-10-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01160
Number of participants with account balances2013-10-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: CONNECTICUT HEALTH FACILITIES 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01237
Total number of active participants reported on line 7a of the Form 55002012-10-01146
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0129
Total of all active and inactive participants2012-10-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01175
Number of participants with account balances2012-10-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: CONNECTICUT HEALTH FACILITIES 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01227
Total number of active participants reported on line 7a of the Form 55002011-10-01227
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0110
Total of all active and inactive participants2011-10-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01237
Number of participants with account balances2011-10-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2009: CONNECTICUT HEALTH FACILITIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01225
Total number of active participants reported on line 7a of the Form 55002009-10-01221
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0114
Total of all active and inactive participants2009-10-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01235
Number of participants with account balances2009-10-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on CONNECTICUT HEALTH FACILITIES 401K PLAN

Measure Date Value
2022 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-296,251
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$98,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$66,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$426,894
Value of total assets at end of year2022-09-30$3,461,290
Value of total assets at beginning of year2022-09-30$3,855,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$32,188
Total interest from all sources2022-09-30$10,156
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$212,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$212,306
Administrative expenses professional fees incurred2022-09-30$6,959
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$385,599
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$391,894
Participant contributions at end of year2022-09-30$92,062
Participant contributions at beginning of year2022-09-30$108,856
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-394,691
Value of net assets at end of year (total assets less liabilities)2022-09-30$3,461,290
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$3,855,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$11,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$2,690,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$3,099,122
Interest on participant loans2022-09-30$4,534
Interest earned on other investments2022-09-30$5,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$643,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$616,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-945,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$35,000
Employer contributions (assets) at end of year2022-09-30$35,000
Employer contributions (assets) at beginning of year2022-09-30$31,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$66,252
Contract administrator fees2022-09-30$13,702
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30SRC, CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2022-09-30061026561
2021 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$11,512
Total income from all sources (including contributions)2021-09-30$1,021,672
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$497,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$466,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$348,075
Value of total assets at end of year2021-09-30$3,855,981
Value of total assets at beginning of year2021-09-30$3,343,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$31,583
Total interest from all sources2021-09-30$11,916
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$66,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$66,179
Administrative expenses professional fees incurred2021-09-30$7,878
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$333,208
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$315,788
Participant contributions at end of year2021-09-30$108,856
Participant contributions at beginning of year2021-09-30$112,330
Participant contributions at end of year2021-09-30$0
Participant contributions at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$1,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$11,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$523,901
Value of net assets at end of year (total assets less liabilities)2021-09-30$3,855,981
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$3,332,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$11,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$3,099,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$2,619,328
Interest on participant loans2021-09-30$6,025
Interest earned on other investments2021-09-30$5,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$616,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$611,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$595,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$31,033
Employer contributions (assets) at end of year2021-09-30$31,033
Employer contributions (assets) at beginning of year2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$466,188
Contract administrator fees2021-09-30$12,359
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30SRC, CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2021-09-30061026561
2020 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$11,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$636,786
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$115,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$91,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$294,749
Value of total assets at end of year2020-09-30$3,343,592
Value of total assets at beginning of year2020-09-30$2,810,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$23,148
Total interest from all sources2020-09-30$13,251
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$59,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$59,454
Administrative expenses professional fees incurred2020-09-30$5,800
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$300,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$294,749
Participant contributions at end of year2020-09-30$112,330
Participant contributions at beginning of year2020-09-30$130,454
Participant contributions at end of year2020-09-30$0
Participant contributions at beginning of year2020-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$11,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$521,747
Value of net assets at end of year (total assets less liabilities)2020-09-30$3,332,080
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$2,810,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$8,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$2,619,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$2,132,814
Interest on participant loans2020-09-30$7,085
Interest earned on other investments2020-09-30$6,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$611,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$515,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$269,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$0
Employer contributions (assets) at end of year2020-09-30$0
Employer contributions (assets) at beginning of year2020-09-30$31,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$91,891
Contract administrator fees2020-09-30$8,565
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30SHEPTOFF, REUBER & COMPANY, PC
Accountancy firm EIN2020-09-30061026561
2019 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$334,671
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$801,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$776,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$281,796
Value of total assets at end of year2019-09-30$2,810,333
Value of total assets at beginning of year2019-09-30$3,277,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$24,978
Total interest from all sources2019-09-30$15,063
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$136,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$136,322
Administrative expenses professional fees incurred2019-09-30$6,187
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$350,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$250,419
Participant contributions at end of year2019-09-30$130,454
Participant contributions at beginning of year2019-09-30$123,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-466,934
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,810,333
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,277,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$9,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,132,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,427,931
Interest on participant loans2019-09-30$6,959
Interest earned on other investments2019-09-30$8,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$515,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$697,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-98,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$31,377
Employer contributions (assets) at end of year2019-09-30$31,377
Employer contributions (assets) at beginning of year2019-09-30$29,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$776,627
Contract administrator fees2019-09-30$9,327
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30SHEPTOFF, REUBER & COMPANY, PC
Accountancy firm EIN2019-09-30061026561
2018 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$539,313
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$180,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$146,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$281,455
Value of total assets at end of year2018-09-30$3,277,267
Value of total assets at beginning of year2018-09-30$2,918,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$34,187
Total interest from all sources2018-09-30$12,573
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$69,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$69,880
Administrative expenses professional fees incurred2018-09-30$16,488
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$350,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$247,044
Participant contributions at end of year2018-09-30$123,133
Participant contributions at beginning of year2018-09-30$87,265
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$4,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$358,361
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,277,267
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,918,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$9,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,427,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,104,952
Interest on participant loans2018-09-30$5,239
Interest earned on other investments2018-09-30$7,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$697,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$692,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$175,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$29,841
Employer contributions (assets) at end of year2018-09-30$29,020
Employer contributions (assets) at beginning of year2018-09-30$34,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$146,765
Contract administrator fees2018-09-30$8,458
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30SHEPTOFF, REUBER & COMPANY, PC
Accountancy firm EIN2018-09-30061026561
2017 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$558,080
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$105,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$91,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$261,751
Value of total assets at end of year2017-09-30$2,918,906
Value of total assets at beginning of year2017-09-30$2,466,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$14,241
Total interest from all sources2017-09-30$11,849
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$50,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$50,227
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$295,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$224,425
Participant contributions at end of year2017-09-30$87,265
Participant contributions at beginning of year2017-09-30$107,840
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$228
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$2,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$452,534
Value of net assets at end of year (total assets less liabilities)2017-09-30$2,918,906
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$2,466,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$7,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$2,104,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,681,716
Interest on participant loans2017-09-30$4,537
Interest earned on other investments2017-09-30$7,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$692,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$652,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$234,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$35,302
Employer contributions (assets) at end of year2017-09-30$34,160
Employer contributions (assets) at beginning of year2017-09-30$23,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$91,305
Contract administrator fees2017-09-30$6,462
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30SHEPTOFF, REUBER & COMPANY, PC
Accountancy firm EIN2017-09-30061026561
2016 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$439,567
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$45,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$12,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$242,625
Value of total assets at end of year2016-09-30$2,466,372
Value of total assets at beginning of year2016-09-30$2,072,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$33,092
Total interest from all sources2016-09-30$9,354
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$58,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$58,307
Administrative expenses professional fees incurred2016-09-30$9,073
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$250,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$201,475
Participant contributions at end of year2016-09-30$107,840
Participant contributions at beginning of year2016-09-30$63,999
Participant contributions at end of year2016-09-30$228
Participant contributions at beginning of year2016-09-30$228
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$16,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$393,708
Value of net assets at end of year (total assets less liabilities)2016-09-30$2,466,372
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$2,072,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$6,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,681,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,620,932
Interest on participant loans2016-09-30$3,317
Interest earned on other investments2016-09-30$6,037
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$652,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$366,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$129,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$24,724
Employer contributions (assets) at end of year2016-09-30$23,948
Employer contributions (assets) at beginning of year2016-09-30$21,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$12,767
Contract administrator fees2016-09-30$17,430
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2016-09-30061009205
2015 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$205,563
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$423,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$397,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$198,905
Value of total assets at end of year2015-09-30$2,072,664
Value of total assets at beginning of year2015-09-30$2,290,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$26,140
Total interest from all sources2015-09-30$6,862
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$65,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$65,219
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$250,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$177,467
Participant contributions at end of year2015-09-30$63,999
Participant contributions at beginning of year2015-09-30$53,774
Participant contributions at end of year2015-09-30$228
Participant contributions at beginning of year2015-09-30$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-218,155
Value of net assets at end of year (total assets less liabilities)2015-09-30$2,072,664
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$2,290,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$6,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,620,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,799,427
Interest on participant loans2015-09-30$2,348
Interest earned on other investments2015-09-30$4,514
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$366,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$414,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-65,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$21,438
Employer contributions (assets) at end of year2015-09-30$21,438
Employer contributions (assets) at beginning of year2015-09-30$22,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$397,578
Contract administrator fees2015-09-30$19,301
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2015-09-30061009205
2014 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$385,408
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$384,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$345,637
Value of total corrective distributions2014-09-30$10,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$190,537
Value of total assets at end of year2014-09-30$2,290,819
Value of total assets at beginning of year2014-09-30$2,290,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$29,006
Total interest from all sources2014-09-30$8,052
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$48,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$48,345
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$250,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$167,747
Participant contributions at end of year2014-09-30$53,774
Participant contributions at beginning of year2014-09-30$90,737
Participant contributions at end of year2014-09-30$228
Participant contributions at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$659
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,290,819
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$2,290,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$8,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,799,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,773,937
Interest on participant loans2014-09-30$2,851
Interest earned on other investments2014-09-30$5,201
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$414,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$425,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$138,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$22,790
Employer contributions (assets) at end of year2014-09-30$22,790
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$345,637
Contract administrator fees2014-09-30$20,903
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2014-09-30061009205
2013 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$464,742
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$351,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$329,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$198,014
Value of total assets at end of year2013-09-30$2,290,160
Value of total assets at beginning of year2013-09-30$2,177,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$22,158
Total interest from all sources2013-09-30$5,222
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$51,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$51,319
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$250,000
If this is an individual account plan, was there a blackout period2013-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$180,654
Participant contributions at end of year2013-09-30$90,737
Participant contributions at beginning of year2013-09-30$90,118
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$1,111
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$17,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$113,062
Value of net assets at end of year (total assets less liabilities)2013-09-30$2,290,160
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,177,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$13,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,773,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$1,652,786
Interest on participant loans2013-09-30$4,100
Interest earned on other investments2013-09-30$1,122
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$424,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$425,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$214,830
Net investment gain or loss from common/collective trusts2013-09-30$-4,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$140
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$6,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$329,522
Contract administrator fees2013-09-30$8,459
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30Yes
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2013-09-30061009205
2012 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$1,357
Total income from all sources (including contributions)2012-09-30$524,258
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$138,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$119,499
Value of total corrective distributions2012-09-30$3,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$258,662
Value of total assets at end of year2012-09-30$2,177,098
Value of total assets at beginning of year2012-09-30$1,792,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$15,600
Total interest from all sources2012-09-30$3,633
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$34,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$34,864
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$265,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$258,662
Participant contributions at end of year2012-09-30$90,118
Participant contributions at beginning of year2012-09-30$71,771
Participant contributions at end of year2012-09-30$1,111
Participant contributions at beginning of year2012-09-30$10,956
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$1,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$385,536
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,177,098
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,791,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$7,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$1,652,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$1,264,524
Interest on participant loans2012-09-30$3,296
Interest earned on other investments2012-09-30$337
Value of interest in common/collective trusts at end of year2012-09-30$424,722
Value of interest in common/collective trusts at beginning of year2012-09-30$396,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$10,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$10,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$222,058
Net investment gain or loss from common/collective trusts2012-09-30$5,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Employer contributions (assets) at end of year2012-09-30$6,472
Employer contributions (assets) at beginning of year2012-09-30$38,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$119,499
Contract administrator fees2012-09-30$7,620
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2012-09-30061009205
2011 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$1,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$690
Total income from all sources (including contributions)2011-09-30$251,281
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$53,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$39,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$277,998
Value of total assets at end of year2011-09-30$1,792,919
Value of total assets at beginning of year2011-09-30$1,594,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$14,574
Total interest from all sources2011-09-30$2,036
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$31,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$31,647
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$180,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$240,227
Participant contributions at end of year2011-09-30$71,771
Participant contributions at beginning of year2011-09-30$26,700
Participant contributions at end of year2011-09-30$10,956
Participant contributions at beginning of year2011-09-30$13,048
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$6,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$0
Liabilities. Value of operating payables at end of year2011-09-30$1,357
Liabilities. Value of operating payables at beginning of year2011-09-30$690
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$197,586
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,791,562
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,593,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$7,928
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$1,264,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,174,684
Interest on participant loans2011-09-30$2,036
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$396,828
Value of interest in common/collective trusts at beginning of year2011-09-30$343,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$10,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-67,569
Net investment gain or loss from common/collective trusts2011-09-30$7,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30Yes
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$31,032
Employer contributions (assets) at end of year2011-09-30$38,260
Employer contributions (assets) at beginning of year2011-09-30$36,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$39,121
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$6,646
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30BLUM SHAPIRO AND COMPANY
Accountancy firm EIN2011-09-30061009205
2010 : CONNECTICUT HEALTH FACILITIES 401K PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for CONNECTICUT HEALTH FACILITIES 401K PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336006-01
Policy instance 1
Insurance contract or identification number336006-01
Number of Individuals Covered34
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336006-01
Policy instance 1
Insurance contract or identification number336006-01
Number of Individuals Covered36
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336006-01
Policy instance 1
Insurance contract or identification number336006-01
Number of Individuals Covered43
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336006-01
Policy instance 1
Insurance contract or identification number336006-01
Number of Individuals Covered41
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336006-01
Policy instance 1
Insurance contract or identification number336006-01
Number of Individuals Covered42
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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