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SAINT FRANCIS CARE 401(K) 401k Plan overview

Plan NameSAINT FRANCIS CARE 401(K)
Plan identification number 001

SAINT FRANCIS CARE 401(K) Benefits

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

COLLINS MEDICAL ASSOCIATES 2, P.C. has sponsored the creation of one or more 401k plans.

Company Name:COLLINS MEDICAL ASSOCIATES 2, P.C.
Employer identification number (EIN):061432373
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT FRANCIS CARE 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN LINK
0012016-01-01MARIA RODRIGUES
0012015-01-01MARIA RODRIGUES
0012014-01-01CAROL L. KARDAS
0012013-01-01CAROL KARDAS CAROL KARDAS2014-10-08
0012012-01-01CAROL KARDAS CAROL KARDAS2013-10-11
0012011-01-01STUART ROSENBERG STUART ROSENBERG2012-10-13
0012010-01-01STUART ROSENBERG
0012009-01-01STEVEN ROSENBERG

Plan Statistics for SAINT FRANCIS CARE 401(K)

401k plan membership statisitcs for SAINT FRANCIS CARE 401(K)

Measure Date Value
2022: SAINT FRANCIS CARE 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01207
Total number of active participants reported on line 7a of the Form 55002022-01-01125
Number of retired or separated participants receiving benefits2022-01-0137
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SAINT FRANCIS CARE 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01201
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-0131
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01208
Number of participants with account balances2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SAINT FRANCIS CARE 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-0137
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAINT FRANCIS CARE 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01218
Total number of active participants reported on line 7a of the Form 55002019-01-01159
Number of retired or separated participants receiving benefits2019-01-0140
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01216
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAINT FRANCIS CARE 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01228
Total number of active participants reported on line 7a of the Form 55002018-01-01185
Number of retired or separated participants receiving benefits2018-01-0135
Number of other retired or separated participants entitled to future benefits2018-01-015
Total of all active and inactive participants2018-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01225
Number of participants with account balances2018-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAINT FRANCIS CARE 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01222
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01222
Number of participants with account balances2017-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAINT FRANCIS CARE 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-0191
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01106
Number of participants with account balances2016-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAINT FRANCIS CARE 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01676
Total number of active participants reported on line 7a of the Form 55002015-01-01338
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SAINT FRANCIS CARE 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01597
Total number of active participants reported on line 7a of the Form 55002014-01-01616
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01676
Number of participants with account balances2014-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SAINT FRANCIS CARE 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01585
Total number of active participants reported on line 7a of the Form 55002013-01-01538
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01597
Number of participants with account balances2013-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: SAINT FRANCIS CARE 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01630
Total number of active participants reported on line 7a of the Form 55002012-01-01519
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01585
Number of participants with account balances2012-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SAINT FRANCIS CARE 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01648
Total number of active participants reported on line 7a of the Form 55002011-01-01520
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01630
Number of participants with account balances2011-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: SAINT FRANCIS CARE 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01595
Total number of active participants reported on line 7a of the Form 55002010-01-01551
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0192
Total of all active and inactive participants2010-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01643
Number of participants with account balances2010-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: SAINT FRANCIS CARE 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01839
Total number of active participants reported on line 7a of the Form 55002009-01-01520
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01591
Number of participants with account balances2009-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SAINT FRANCIS CARE 401(K)

Measure Date Value
2022 : SAINT FRANCIS CARE 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,621,509
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$501,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$497,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,860,473
Value of total assets at end of year2022-12-31$28,652,910
Value of total assets at beginning of year2022-12-31$30,775,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,966
Total interest from all sources2022-12-31$11,478
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,083,656
Participant contributions at end of year2022-12-31$200,156
Participant contributions at beginning of year2022-12-31$273,979
Participant contributions at end of year2022-12-31$42,482
Participant contributions at beginning of year2022-12-31$39,362
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,861
Administrative expenses (other) incurred2022-12-31$3,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,123,062
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,652,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,775,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,967,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,422,126
Interest on participant loans2022-12-31$11,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,493,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$763,956
Employer contributions (assets) at end of year2022-12-31$443,202
Employer contributions (assets) at beginning of year2022-12-31$40,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$497,587
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FIONDELLO, MILONE & LASARACINA LLP
Accountancy firm EIN2022-12-31061648707
2021 : SAINT FRANCIS CARE 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,363,422
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,730,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,727,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,461,913
Value of total assets at end of year2021-12-31$30,775,972
Value of total assets at beginning of year2021-12-31$28,142,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,081
Total interest from all sources2021-12-31$18,656
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,069,464
Participant contributions at end of year2021-12-31$273,979
Participant contributions at beginning of year2021-12-31$398,097
Participant contributions at end of year2021-12-31$39,362
Participant contributions at beginning of year2021-12-31$37,918
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,795
Administrative expenses (other) incurred2021-12-31$3,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,633,192
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,775,972
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,142,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,422,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,933,895
Interest on participant loans2021-12-31$18,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,882,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$348,654
Employer contributions (assets) at end of year2021-12-31$40,505
Employer contributions (assets) at beginning of year2021-12-31$772,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,727,149
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31FIONDELLO, MILONE & LASARACINA LLP
Accountancy firm EIN2021-12-31061648707
2020 : SAINT FRANCIS CARE 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,251,315
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,461,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,459,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,911,586
Value of total assets at end of year2020-12-31$28,100,308
Value of total assets at beginning of year2020-12-31$24,310,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,062
Total interest from all sources2020-12-31$16,515
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$983,133
Participant contributions at end of year2020-12-31$399,865
Participant contributions at beginning of year2020-12-31$271,482
Participant contributions at end of year2020-12-31$37,918
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$840,230
Administrative expenses (other) incurred2020-12-31$2,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,789,883
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,100,308
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,310,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,933,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,023,044
Interest on participant loans2020-12-31$16,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,323,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,088,223
Employer contributions (assets) at end of year2020-12-31$766,541
Employer contributions (assets) at beginning of year2020-12-31$15,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,459,370
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIONDELLO, MILONE & LASARACINA LLP
Accountancy firm EIN2020-12-31061648707
2019 : SAINT FRANCIS CARE 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,754,620
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$463,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$451,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,349,117
Value of total assets at end of year2019-12-31$24,310,425
Value of total assets at beginning of year2019-12-31$20,019,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,756
Total interest from all sources2019-12-31$10,613
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$971,620
Participant contributions at end of year2019-12-31$271,482
Participant contributions at beginning of year2019-12-31$173,357
Administrative expenses (other) incurred2019-12-31$11,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,291,038
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,310,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,019,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,023,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,815,149
Interest on participant loans2019-12-31$10,484
Interest earned on other investments2019-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,394,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$377,497
Employer contributions (assets) at end of year2019-12-31$15,899
Employer contributions (assets) at beginning of year2019-12-31$30,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$451,826
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIONDELLO, MILONE & LASARACINA LLP
Accountancy firm EIN2019-12-31061648707
2018 : SAINT FRANCIS CARE 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$635,731
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$352,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$346,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,407,517
Value of total assets at end of year2018-12-31$20,019,387
Value of total assets at beginning of year2018-12-31$19,736,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,871
Total interest from all sources2018-12-31$9,013
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$939,907
Participant contributions at end of year2018-12-31$173,357
Participant contributions at beginning of year2018-12-31$176,318
Participant contributions at beginning of year2018-12-31$28,347
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$90,059
Administrative expenses (other) incurred2018-12-31$5,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$282,979
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,019,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,736,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,815,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,348,467
Interest on participant loans2018-12-31$9,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-780,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$377,551
Employer contributions (assets) at end of year2018-12-31$30,881
Employer contributions (assets) at beginning of year2018-12-31$183,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$346,881
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : SAINT FRANCIS CARE 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,957
Total income from all sources (including contributions)2017-12-31$3,593,064
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$628,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$604,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,433,717
Value of total assets at end of year2017-12-31$19,736,408
Value of total assets at beginning of year2017-12-31$16,807,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,468
Total interest from all sources2017-12-31$18,717
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$317,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$317,627
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$946,369
Participant contributions at end of year2017-12-31$176,318
Participant contributions at beginning of year2017-12-31$192,910
Participant contributions at end of year2017-12-31$28,347
Participant contributions at beginning of year2017-12-31$53,177
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$93,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$34,957
Administrative expenses (other) incurred2017-12-31$24,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,964,360
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,736,408
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,772,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,348,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,205,355
Interest on participant loans2017-12-31$9,118
Interest earned on other investments2017-12-31$9,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,337,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,823,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$394,348
Employer contributions (assets) at end of year2017-12-31$183,276
Employer contributions (assets) at beginning of year2017-12-31$17,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$604,236
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : SAINT FRANCIS CARE 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$23,254,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,980,231
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,788,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,635,461
Expenses. Certain deemed distributions of participant loans2016-12-31$-1,990
Value of total corrective distributions2016-12-31$58,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,475,517
Value of total assets at end of year2016-12-31$16,735,972
Value of total assets at beginning of year2016-12-31$38,798,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,305
Total interest from all sources2016-12-31$138,591
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$553,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$553,003
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,484,272
Participant contributions at end of year2016-12-31$192,910
Participant contributions at beginning of year2016-12-31$490,810
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$477,437
Other income not declared elsewhere2016-12-31$26,947
Administrative expenses (other) incurred2016-12-31$96,305
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,191,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,735,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,798,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,205,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,697,632
Interest on participant loans2016-12-31$21,841
Interest earned on other investments2016-12-31$116,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,337,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,609,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,786,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$513,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,635,461
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : SAINT FRANCIS CARE 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,837,789
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,177,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,076,622
Expenses. Certain deemed distributions of participant loans2015-12-31$8,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,660,386
Value of total assets at end of year2015-12-31$38,798,298
Value of total assets at beginning of year2015-12-31$37,137,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,082
Total interest from all sources2015-12-31$125,129
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$527,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$527,799
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,479,540
Participant contributions at end of year2015-12-31$490,810
Participant contributions at beginning of year2015-12-31$493,578
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$444,636
Other income not declared elsewhere2015-12-31$16,990
Administrative expenses (other) incurred2015-12-31$92,082
Total non interest bearing cash at end of year2015-12-31$15
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,660,425
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,798,298
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,137,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,697,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,475,561
Interest on participant loans2015-12-31$20,582
Interest earned on other investments2015-12-31$104,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,609,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,168,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-492,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$736,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,076,622
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARCUM LLP
Accountancy firm EIN2015-12-31111986323
2014 : SAINT FRANCIS CARE 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,904,140
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,702,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,466,996
Expenses. Certain deemed distributions of participant loans2014-12-31$9,374
Value of total corrective distributions2014-12-31$32,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,713,342
Value of total assets at end of year2014-12-31$37,137,873
Value of total assets at beginning of year2014-12-31$33,936,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$194,267
Total interest from all sources2014-12-31$115,151
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$479,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$479,713
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,348,775
Participant contributions at end of year2014-12-31$493,578
Participant contributions at beginning of year2014-12-31$365,906
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$94,587
Other income not declared elsewhere2014-12-31$54,172
Administrative expenses (other) incurred2014-12-31$194,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,201,196
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,137,873
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,936,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,475,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,742,560
Interest on participant loans2014-12-31$16,813
Interest earned on other investments2014-12-31$98,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,168,734
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,828,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,541,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$269,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,466,996
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARCUM LLP
Accountancy firm EIN2014-12-31111986323
2013 : SAINT FRANCIS CARE 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,464,265
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,078,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$873,921
Expenses. Certain deemed distributions of participant loans2013-12-31$-9,339
Value of total corrective distributions2013-12-31$12,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,933,911
Value of total assets at end of year2013-12-31$33,936,677
Value of total assets at beginning of year2013-12-31$26,550,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$201,153
Total interest from all sources2013-12-31$101,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$413,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$413,767
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,284,352
Participant contributions at end of year2013-12-31$365,906
Participant contributions at beginning of year2013-12-31$319,610
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$169,656
Other income not declared elsewhere2013-12-31$101,349
Administrative expenses (other) incurred2013-12-31$201,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,385,791
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,936,677
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,550,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,742,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,214,131
Interest on participant loans2013-12-31$12,825
Interest earned on other investments2013-12-31$89,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,828,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,017,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,913,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$479,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$873,921
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARCUM, LLP
Accountancy firm EIN2013-12-31111986323
2012 : SAINT FRANCIS CARE 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,874,005
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,833,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,630,283
Expenses. Certain deemed distributions of participant loans2012-12-31$25,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,661,265
Value of total assets at end of year2012-12-31$26,550,886
Value of total assets at beginning of year2012-12-31$23,510,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$177,448
Total interest from all sources2012-12-31$97,208
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$405,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$405,743
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,178,836
Participant contributions at end of year2012-12-31$319,610
Participant contributions at beginning of year2012-12-31$418,107
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,342
Other income not declared elsewhere2012-12-31$84,782
Administrative expenses (other) incurred2012-12-31$177,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,040,848
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,550,886
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,510,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,214,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,576,700
Interest on participant loans2012-12-31$12,220
Interest earned on other investments2012-12-31$84,988
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$531,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,017,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,983,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,622,816
Net investment gain/loss from pooled separate accounts2012-12-31$2,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$479,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,630,283
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARCUM, LLP
Accountancy firm EIN2012-12-31111986323
2011 : SAINT FRANCIS CARE 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,856,609
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,785,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,665,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,897,687
Value of total assets at end of year2011-12-31$23,510,038
Value of total assets at beginning of year2011-12-31$25,438,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$119,856
Total interest from all sources2011-12-31$34,696
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$410,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$410,177
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,275,188
Participant contributions at end of year2011-12-31$418,107
Participant contributions at beginning of year2011-12-31$400,590
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$67,849
Administrative expenses (other) incurred2011-12-31$119,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,928,617
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,510,038
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,438,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,576,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,476,096
Interest on participant loans2011-12-31$13,701
Interest earned on other investments2011-12-31$20,995
Value of interest in common/collective trusts at end of year2011-12-31$531,295
Value of interest in common/collective trusts at beginning of year2011-12-31$561,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,983,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-510,021
Net investment gain or loss from common/collective trusts2011-12-31$24,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$554,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,665,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARCUM, LLP
Accountancy firm EIN2011-12-31111986323
2010 : SAINT FRANCIS CARE 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,218,221
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,134,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,036,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,790,803
Value of total assets at end of year2010-12-31$25,438,655
Value of total assets at beginning of year2010-12-31$21,355,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98,314
Total interest from all sources2010-12-31$15,969
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$547,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$547,693
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,237,840
Participant contributions at end of year2010-12-31$400,590
Participant contributions at beginning of year2010-12-31$378,392
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,627
Other income not declared elsewhere2010-12-31$75,191
Administrative expenses (other) incurred2010-12-31$98,314
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,083,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,438,655
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,355,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,476,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,456,212
Interest on participant loans2010-12-31$15,969
Value of interest in common/collective trusts at end of year2010-12-31$561,969
Value of interest in common/collective trusts at beginning of year2010-12-31$520,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,772,185
Net investment gain or loss from common/collective trusts2010-12-31$16,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$545,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,036,683
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARCUM, LLP
Accountancy firm EIN2010-12-31111986323
2009 : SAINT FRANCIS CARE 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SAINT FRANCIS CARE 401(K)

2022: SAINT FRANCIS CARE 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAINT FRANCIS CARE 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAINT FRANCIS CARE 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAINT FRANCIS CARE 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAINT FRANCIS CARE 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAINT FRANCIS CARE 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAINT FRANCIS CARE 401(K) 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAINT FRANCIS CARE 401(K) 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAINT FRANCIS CARE 401(K) 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAINT FRANCIS CARE 401(K) 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAINT FRANCIS CARE 401(K) 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAINT FRANCIS CARE 401(K) 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SAINT FRANCIS CARE 401(K) 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAINT FRANCIS CARE 401(K) 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 1
Insurance contract or identification number517250-000
Number of Individuals Covered208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,128
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14128
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 1
Insurance contract or identification number517250-000
Number of Individuals Covered187
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,469
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14469
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 1
Insurance contract or identification number517250-000
Number of Individuals Covered205
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,887
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11887
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 1
Insurance contract or identification number517250-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,124
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11124
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 1
Insurance contract or identification number517250-000
Number of Individuals Covered142
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,430
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10430
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517250-000
Policy instance 2
Insurance contract or identification number517250-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,414
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees25414
Additional information about fees paid to insurance brokerADMINISTRATION COSTS
Insurance broker organization code?5
Insurance broker namePENSION CONSULTANTS, INC
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-03-20
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered397
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered676
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered597
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered357
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041757
Policy instance 1
Insurance contract or identification number041757
Number of Individuals Covered630
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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