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CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN
Plan identification number 007

CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTERLIGHT HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:CENTERLIGHT HEALTH SYSTEM
Employer identification number (EIN):131739920
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01
0072021-01-01
0072020-01-01
0072019-01-01
0072018-01-01
0072017-01-01DEBRA TIRADO
0072016-01-01DEBRA TIRADO
0072016-01-01JOHN KEHOE
0072015-01-01MARY SHINHAM
0072014-01-01GLENN COUROUNIS
0072013-01-01PETER FRAGALE
0072012-01-01PETER FRAGALE
0072011-01-01PETER FRAGALE
0072010-01-01PETER FRAGALE
0072009-01-01PETER FRAGALE PETER FRAGALE2010-10-14

Plan Statistics for CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2022: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,520
Total number of active participants reported on line 7a of the Form 55002022-01-011,228
Number of retired or separated participants receiving benefits2022-01-0154
Number of other retired or separated participants entitled to future benefits2022-01-011,076
Total of all active and inactive participants2022-01-012,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-012,383
Number of participants with account balances2022-01-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,361
Total number of active participants reported on line 7a of the Form 55002021-01-011,234
Number of retired or separated participants receiving benefits2021-01-0144
Number of other retired or separated participants entitled to future benefits2021-01-011,214
Total of all active and inactive participants2021-01-012,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-012,520
Number of participants with account balances2021-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,742
Total number of active participants reported on line 7a of the Form 55002020-01-01904
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-011,407
Total of all active and inactive participants2020-01-012,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-012,361
Number of participants with account balances2020-01-012,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,237
Total number of active participants reported on line 7a of the Form 55002019-01-012,167
Number of retired or separated participants receiving benefits2019-01-01113
Number of other retired or separated participants entitled to future benefits2019-01-011,439
Total of all active and inactive participants2019-01-013,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-013,742
Number of participants with account balances2019-01-012,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,633
Total number of active participants reported on line 7a of the Form 55002018-01-011,036
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-011,157
Total of all active and inactive participants2018-01-012,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0118
Total participants2018-01-012,237
Number of participants with account balances2018-01-011,896
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,312
Total number of active participants reported on line 7a of the Form 55002017-01-011,455
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-011,135
Total of all active and inactive participants2017-01-012,617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0116
Total participants2017-01-012,633
Number of participants with account balances2017-01-012,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,427
Total number of active participants reported on line 7a of the Form 55002016-01-011,405
Number of retired or separated participants receiving benefits2016-01-0127
Number of other retired or separated participants entitled to future benefits2016-01-01955
Total of all active and inactive participants2016-01-012,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0116
Total participants2016-01-012,403
Number of participants with account balances2016-01-012,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,289
Total number of active participants reported on line 7a of the Form 55002015-01-011,561
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-01825
Total of all active and inactive participants2015-01-012,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-012,427
Number of participants with account balances2015-01-012,427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0168
2014: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,952
Total number of active participants reported on line 7a of the Form 55002014-01-011,583
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-01671
Total of all active and inactive participants2014-01-012,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-012,289
Number of participants with account balances2014-01-012,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0171
2013: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,808
Total number of active participants reported on line 7a of the Form 55002013-01-011,373
Number of retired or separated participants receiving benefits2013-01-0116
Number of other retired or separated participants entitled to future benefits2013-01-01554
Total of all active and inactive participants2013-01-011,943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,952
Number of participants with account balances2013-01-011,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,950
Total number of active participants reported on line 7a of the Form 55002012-01-011,294
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01488
Total of all active and inactive participants2012-01-011,796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0112
Total participants2012-01-011,808
Number of participants with account balances2012-01-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,843
Total number of active participants reported on line 7a of the Form 55002011-01-011,390
Number of retired or separated participants receiving benefits2011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-01532
Total of all active and inactive participants2011-01-011,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,950
Number of participants with account balances2011-01-011,950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,745
Total number of active participants reported on line 7a of the Form 55002010-01-01990
Number of retired or separated participants receiving benefits2010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-01826
Total of all active and inactive participants2010-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-011,843
Number of participants with account balances2010-01-011,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0132
2009: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,551
Total number of active participants reported on line 7a of the Form 55002009-01-011,334
Number of retired or separated participants receiving benefits2009-01-0133
Number of other retired or separated participants entitled to future benefits2009-01-01370
Total of all active and inactive participants2009-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-011,745
Number of participants with account balances2009-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN

Measure Date Value
2022 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,200,414
Total of all expenses incurred2022-12-31$15,683,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,565,234
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,055
Value of total corrective distributions2022-12-31$3,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,473,176
Value of total assets at end of year2022-12-31$86,628,012
Value of total assets at beginning of year2022-12-31$112,511,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,866
Total interest from all sources2022-12-31$646,578
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,079,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,079,155
Administrative expenses professional fees incurred2022-12-31$12,126
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$10,177
Contributions received from participants2022-12-31$2,831,019
Participant contributions at end of year2022-12-31$892,909
Participant contributions at beginning of year2022-12-31$1,147,830
Participant contributions at end of year2022-12-31$1,587
Participant contributions at beginning of year2022-12-31$90,419
Assets. Other investments not covered elsewhere at end of year2022-12-31$300,104
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$347,194
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$628,033
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,149
Other income not declared elsewhere2022-12-31$-24,285
Administrative expenses (other) incurred2022-12-31$103,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,883,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,628,012
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$112,511,876
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$54,227,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,322,825
Value of interest in pooled separate accounts at end of year2022-12-31$1,800,743
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,579,474
Interest on participant loans2022-12-31$41,963
Interest earned on other investments2022-12-31$604,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,389,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,001,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,893,033
Net investment gain/loss from pooled separate accounts2022-12-31$-482,005
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,124
Employer contributions (assets) at end of year2022-12-31$13,462
Employer contributions (assets) at beginning of year2022-12-31$16,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,565,234
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2022-12-31271728945
2021 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$16,359,293
Total of all expenses incurred2021-12-31$14,870,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,731,036
Expenses. Certain deemed distributions of participant loans2021-12-31$15,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,351,281
Value of total assets at end of year2021-12-31$112,511,876
Value of total assets at beginning of year2021-12-31$111,023,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,350
Total interest from all sources2021-12-31$831,057
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,259,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,259,349
Administrative expenses professional fees incurred2021-12-31$10,167
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,843,455
Participant contributions at end of year2021-12-31$1,147,830
Participant contributions at beginning of year2021-12-31$1,374,397
Participant contributions at end of year2021-12-31$90,419
Participant contributions at beginning of year2021-12-31$4,998
Assets. Other investments not covered elsewhere at end of year2021-12-31$347,194
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$320,124
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$171,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,149
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,260
Other income not declared elsewhere2021-12-31$25,798
Administrative expenses (other) incurred2021-12-31$114,133
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$1,488,604
Value of net assets at end of year (total assets less liabilities)2021-12-31$112,511,876
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$111,023,272
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
Investment advisory and management fees2021-12-31$50
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,322,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,366,026
Value of interest in pooled separate accounts at end of year2021-12-31$2,579,474
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,254,456
Interest on participant loans2021-12-31$56,961
Interest earned on other investments2021-12-31$774,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,001,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,680,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,409,881
Net investment gain/loss from pooled separate accounts2021-12-31$481,927
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$336,217
Employer contributions (assets) at end of year2021-12-31$16,316
Employer contributions (assets) at beginning of year2021-12-31$18,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,731,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2021-12-31271728945
2020 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,351,765
Total of all expenses incurred2020-12-31$12,929,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,750,983
Expenses. Certain deemed distributions of participant loans2020-12-31$20,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,156,284
Value of total assets at end of year2020-12-31$111,023,272
Value of total assets at beginning of year2020-12-31$106,601,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$158,387
Total interest from all sources2020-12-31$812,839
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,113,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,113,661
Administrative expenses professional fees incurred2020-12-31$17,700
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,080,841
Participant contributions at end of year2020-12-31$1,374,397
Participant contributions at beginning of year2020-12-31$1,497,700
Participant contributions at end of year2020-12-31$4,998
Participant contributions at beginning of year2020-12-31$85,095
Assets. Other investments not covered elsewhere at end of year2020-12-31$320,124
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$128,395
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$193,419
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,422
Other income not declared elsewhere2020-12-31$14,686
Administrative expenses (other) incurred2020-12-31$140,640
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$4,422,079
Value of net assets at end of year (total assets less liabilities)2020-12-31$111,023,272
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,601,193
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
Investment advisory and management fees2020-12-31$47
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,366,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$68,136,909
Value of interest in pooled separate accounts at end of year2020-12-31$2,254,456
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,265,829
Interest on participant loans2020-12-31$66,234
Interest earned on other investments2020-12-31$746,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,680,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,420,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,947,851
Net investment gain/loss from pooled separate accounts2020-12-31$306,444
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$882,024
Employer contributions (assets) at end of year2020-12-31$18,191
Employer contributions (assets) at beginning of year2020-12-31$61,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,750,983
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2020-12-31271728945
2019 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$20,904,034
Total of all expenses incurred2019-12-31$11,204,514
Total of all expenses incurred2019-12-31$11,204,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,934,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,934,964
Expenses. Certain deemed distributions of participant loans2019-12-31$53,969
Expenses. Certain deemed distributions of participant loans2019-12-31$53,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,988,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,988,801
Value of total assets at end of year2019-12-31$106,601,193
Value of total assets at end of year2019-12-31$106,601,193
Value of total assets at beginning of year2019-12-31$96,901,673
Value of total assets at beginning of year2019-12-31$96,901,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$215,581
Total interest from all sources2019-12-31$905,450
Total interest from all sources2019-12-31$905,450
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,164,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,164,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,164,083
Administrative expenses professional fees incurred2019-12-31$17,100
Administrative expenses professional fees incurred2019-12-31$17,100
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,891,862
Contributions received from participants2019-12-31$2,891,862
Participant contributions at end of year2019-12-31$1,497,700
Participant contributions at end of year2019-12-31$1,497,700
Participant contributions at beginning of year2019-12-31$1,596,122
Participant contributions at beginning of year2019-12-31$1,596,122
Participant contributions at end of year2019-12-31$85,095
Participant contributions at end of year2019-12-31$85,095
Participant contributions at beginning of year2019-12-31$86,740
Participant contributions at beginning of year2019-12-31$86,740
Assets. Other investments not covered elsewhere at end of year2019-12-31$128,395
Assets. Other investments not covered elsewhere at end of year2019-12-31$128,395
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$161,696
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$161,696
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$358,797
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$358,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$6,792
Other income not declared elsewhere2019-12-31$27,003
Other income not declared elsewhere2019-12-31$27,003
Administrative expenses (other) incurred2019-12-31$198,481
Administrative expenses (other) incurred2019-12-31$198,481
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
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$9,699,520
Value of net income/loss2019-12-31$9,699,520
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,601,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,601,193
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,901,673
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$96,901,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$68,136,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$68,136,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,374,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,374,371
Value of interest in pooled separate accounts at end of year2019-12-31$2,265,829
Value of interest in pooled separate accounts at end of year2019-12-31$2,265,829
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,884,261
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,884,261
Interest on participant loans2019-12-31$65,825
Interest earned on other investments2019-12-31$839,625
Interest earned on other investments2019-12-31$839,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,420,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,719,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,719,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,333,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,333,541
Net investment gain/loss from pooled separate accounts2019-12-31$485,156
Net investment gain/loss from pooled separate accounts2019-12-31$485,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,738,142
Contributions received in cash from employer2019-12-31$1,738,142
Employer contributions (assets) at end of year2019-12-31$61,825
Employer contributions (assets) at end of year2019-12-31$61,825
Employer contributions (assets) at beginning of year2019-12-31$72,296
Employer contributions (assets) at beginning of year2019-12-31$72,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,934,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,934,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm name2019-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2019-12-31271728945
Accountancy firm EIN2019-12-31271728945
2018 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$3,072,224
Total of all expenses incurred2018-12-31$12,850,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,620,918
Expenses. Certain deemed distributions of participant loans2018-12-31$22,967
Value of total corrective distributions2018-12-31$6,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,276,092
Value of total assets at end of year2018-12-31$96,901,673
Value of total assets at beginning of year2018-12-31$106,679,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$199,749
Total interest from all sources2018-12-31$891,247
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,136,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,136,602
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,035,672
Participant contributions at end of year2018-12-31$1,596,122
Participant contributions at beginning of year2018-12-31$1,838,251
Participant contributions at end of year2018-12-31$86,740
Participant contributions at beginning of year2018-12-31$84,070
Assets. Other investments not covered elsewhere at end of year2018-12-31$161,696
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$173,858
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$383,862
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$6,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-13,232
Administrative expenses (other) incurred2018-12-31$199,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,778,279
Value of net assets at end of year (total assets less liabilities)2018-12-31$96,901,673
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,679,952
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$56,374,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$64,067,474
Value of interest in pooled separate accounts at end of year2018-12-31$1,884,261
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,228,539
Interest on participant loans2018-12-31$63,747
Interest earned on other investments2018-12-31$827,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$36,719,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$38,228,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,118,104
Net investment gain/loss from pooled separate accounts2018-12-31$-100,381
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,856,558
Employer contributions (assets) at end of year2018-12-31$72,296
Employer contributions (assets) at beginning of year2018-12-31$59,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,620,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2018-12-31271728945
2017 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$19,554,049
Total of all expenses incurred2017-12-31$19,982,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,679,969
Expenses. Certain deemed distributions of participant loans2017-12-31$99,265
Value of total corrective distributions2017-12-31$2,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,553,923
Value of total assets at end of year2017-12-31$106,679,952
Value of total assets at beginning of year2017-12-31$107,108,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200,574
Total interest from all sources2017-12-31$931,131
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,276,715
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$1,276,715
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 period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,169,080
Participant contributions at end of year2017-12-31$1,838,251
Participant contributions at beginning of year2017-12-31$2,569,330
Participant contributions at end of year2017-12-31$84,070
Participant contributions at beginning of year2017-12-31$133,423
Assets. Other investments not covered elsewhere at end of year2017-12-31$173,858
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$157,437
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,806
Other income not declared elsewhere2017-12-31$27,096
Administrative expenses (other) incurred2017-12-31$200,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-428,748
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,679,952
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$107,108,700
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$64,067,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,625,881
Value of interest in pooled separate accounts at end of year2017-12-31$2,228,539
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,043,372
Interest on participant loans2017-12-31$81,779
Interest earned on other investments2017-12-31$849,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$38,228,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$41,485,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,375,697
Net investment gain/loss from pooled separate accounts2017-12-31$389,487
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,276,037
Employer contributions (assets) at end of year2017-12-31$59,124
Employer contributions (assets) at beginning of year2017-12-31$93,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,679,969
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2017-12-31271728945
2016 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$14,119,591
Total of all expenses incurred2016-12-31$17,581,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,335,142
Expenses. Certain deemed distributions of participant loans2016-12-31$33,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,590,053
Value of total assets at end of year2016-12-31$106,881,491
Value of total assets at beginning of year2016-12-31$110,343,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$213,131
Total interest from all sources2016-12-31$976,409
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$888,772
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$888,772
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$4,870,249
Participant contributions at end of year2016-12-31$2,561,665
Participant contributions at beginning of year2016-12-31$2,748,550
Participant contributions at end of year2016-12-31$133,423
Participant contributions at beginning of year2016-12-31$168,177
Assets. Other investments not covered elsewhere at end of year2016-12-31$157,437
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$174,772
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$360,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,665
Other income not declared elsewhere2016-12-31$4,291
Administrative expenses (other) incurred2016-12-31$213,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,462,053
Value of net assets at end of year (total assets less liabilities)2016-12-31$106,881,491
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,343,544
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$60,625,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$63,601,760
Value of interest in pooled separate accounts at end of year2016-12-31$2,043,372
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,090,873
Interest on participant loans2016-12-31$88,297
Interest earned on other investments2016-12-31$888,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$41,485,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$41,402,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,520,194
Net investment gain/loss from pooled separate accounts2016-12-31$139,872
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$3,359,718
Employer contributions (assets) at end of year2016-12-31$93,786
Employer contributions (assets) at beginning of year2016-12-31$157,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,335,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31PKF O'CONNOR DAVIES, LLP
Accountancy firm EIN2016-12-31271728945
2015 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$11,390,727
Total of all expenses incurred2015-12-31$15,841,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,577,620
Expenses. Certain deemed distributions of participant loans2015-12-31$42,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,294,968
Value of total assets at end of year2015-12-31$110,343,544
Value of total assets at beginning of year2015-12-31$114,794,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$220,821
Total interest from all sources2015-12-31$859,349
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$943,300
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$943,300
Administrative expenses professional fees incurred2015-12-31$10,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$5,818,760
Participant contributions at end of year2015-12-31$2,748,550
Participant contributions at beginning of year2015-12-31$2,901,510
Participant contributions at end of year2015-12-31$168,177
Assets. Other investments not covered elsewhere at end of year2015-12-31$174,772
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$371,518
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$574,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,984
Other income not declared elsewhere2015-12-31$-3,598
Administrative expenses (other) incurred2015-12-31$145,336
Total non interest bearing cash at beginning of year2015-12-31$31,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,450,465
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,343,544
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$114,794,009
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
Investment advisory and management fees2015-12-31$65,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$63,601,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$66,575,639
Value of interest in pooled separate accounts at end of year2015-12-31$2,090,873
Value of interest in pooled separate accounts at beginning of year2015-12-31$35,405,245
Interest on participant loans2015-12-31$91,856
Interest earned on other investments2015-12-31$767,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$41,402,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,501,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-843,654
Net investment gain/loss from pooled separate accounts2015-12-31$140,362
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$3,901,239
Employer contributions (assets) at end of year2015-12-31$157,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,577,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31LOEB & TROPER LLC
Accountancy firm EIN2015-12-31131517563
2014 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$17,897,084
Total of all expenses incurred2014-12-31$9,572,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,388,510
Expenses. Certain deemed distributions of participant loans2014-12-31$96,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,682,441
Value of total assets at end of year2014-12-31$114,794,009
Value of total assets at beginning of year2014-12-31$106,469,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$87,257
Total interest from all sources2014-12-31$377,665
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,151,579
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$1,151,579
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$6,042,081
Participant contributions at end of year2014-12-31$2,901,510
Participant contributions at beginning of year2014-12-31$2,770,777
Assets. Other investments not covered elsewhere at end of year2014-12-31$371,518
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$123,751
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$563,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,785
Other income not declared elsewhere2014-12-31$14,039
Administrative expenses (other) incurred2014-12-31$87,257
Total non interest bearing cash at end of year2014-12-31$31,250
Total non interest bearing cash at beginning of year2014-12-31$31,250
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$8,324,711
Value of net assets at end of year (total assets less liabilities)2014-12-31$114,794,009
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$106,469,298
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$66,575,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$59,740,980
Value of interest in pooled separate accounts at end of year2014-12-31$35,405,245
Value of interest in pooled separate accounts at beginning of year2014-12-31$34,027,526
Interest on participant loans2014-12-31$91,781
Interest earned on other investments2014-12-31$285,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,501,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,770,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,860,888
Net investment gain/loss from pooled separate accounts2014-12-31$810,472
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$5,077,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,388,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31LOEB & TROPER LLC
Accountancy firm EIN2014-12-31131517563
2013 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$2,700
Total income from all sources (including contributions)2013-12-31$23,111,996
Total of all expenses incurred2013-12-31$7,369,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,317,792
Expenses. Certain deemed distributions of participant loans2013-12-31$27,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,900,668
Value of total assets at end of year2013-12-31$106,469,298
Value of total assets at beginning of year2013-12-31$90,724,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,374
Total interest from all sources2013-12-31$382,787
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$944,200
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$944,200
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$5,692,790
Participant contributions at end of year2013-12-31$2,770,777
Participant contributions at beginning of year2013-12-31$2,563,399
Assets. Other investments not covered elsewhere at end of year2013-12-31$123,751
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$122,886
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$538,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,785
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,705
Other income not declared elsewhere2013-12-31$9,377
Administrative expenses (other) incurred2013-12-31$24,374
Total non interest bearing cash at end of year2013-12-31$31,250
Total non interest bearing cash at beginning of year2013-12-31$31,250
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$15,742,253
Value of net assets at end of year (total assets less liabilities)2013-12-31$106,469,298
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,724,345
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$59,740,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$44,561,921
Value of interest in pooled separate accounts at end of year2013-12-31$34,027,526
Value of interest in pooled separate accounts at beginning of year2013-12-31$33,276,820
Interest on participant loans2013-12-31$89,375
Interest earned on other investments2013-12-31$293,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,770,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,162,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,240,457
Net investment gain/loss from pooled separate accounts2013-12-31$634,507
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$4,669,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,317,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31LOEB & TROPER LLC
Accountancy firm EIN2013-12-31131517563
2012 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$11,807
Total income from all sources (including contributions)2012-12-31$15,687,808
Total of all expenses incurred2012-12-31$9,506,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,385,119
Expenses. Certain deemed distributions of participant loans2012-12-31$24,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,113,660
Value of total assets at end of year2012-12-31$90,724,345
Value of total assets at beginning of year2012-12-31$84,531,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$96,675
Total interest from all sources2012-12-31$394,605
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$805,912
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$805,912
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$5,177,584
Participant contributions at end of year2012-12-31$2,563,399
Participant contributions at beginning of year2012-12-31$2,654,141
Assets. Other investments not covered elsewhere at end of year2012-12-31$122,886
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$119,329
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$272,141
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,408
Other income not declared elsewhere2012-12-31$3,557
Administrative expenses (other) incurred2012-12-31$96,675
Total non interest bearing cash at end of year2012-12-31$31,250
Total non interest bearing cash at beginning of year2012-12-31$2,044
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$6,181,314
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,724,345
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,531,224
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$44,561,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$39,339,269
Value of interest in pooled separate accounts at end of year2012-12-31$33,276,820
Value of interest in pooled separate accounts at beginning of year2012-12-31$31,991,084
Interest on participant loans2012-12-31$88,547
Interest earned on other investments2012-12-31$306,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,162,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,419,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,774,031
Net investment gain/loss from pooled separate accounts2012-12-31$596,043
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$3,663,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,385,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31LOEB & TROPER LLC
Accountancy firm EIN2012-12-31131517563
2011 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$8,819,668
Total of all expenses incurred2011-12-31$4,611,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,502,223
Expenses. Certain deemed distributions of participant loans2011-12-31$37,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,853,695
Value of total assets at end of year2011-12-31$84,531,224
Value of total assets at beginning of year2011-12-31$80,322,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$71,125
Total interest from all sources2011-12-31$841,846
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$634,450
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$634,450
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 period2011-12-31No
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$4,813,993
Participant contributions at end of year2011-12-31$2,654,141
Participant contributions at beginning of year2011-12-31$2,692,997
Assets. Other investments not covered elsewhere at end of year2011-12-31$119,329
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$124,202
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$135,900
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,519
Other income not declared elsewhere2011-12-31$-4,873
Administrative expenses (other) incurred2011-12-31$71,125
Total non interest bearing cash at end of year2011-12-31$2,044
Total non interest bearing cash at beginning of year2011-12-31$6,250
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$4,208,433
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,531,224
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$80,322,791
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$39,339,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,206,968
Value of interest in pooled separate accounts at end of year2011-12-31$31,991,084
Value of interest in pooled separate accounts at beginning of year2011-12-31$29,243,683
Interest on participant loans2011-12-31$108,441
Interest earned on other investments2011-12-31$733,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,419,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,042,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,566,450
Net investment gain/loss from pooled separate accounts2011-12-31$61,000
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,903,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,502,223
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31LOEB & TROPER LLC
Accountancy firm EIN2011-12-31131517563
2010 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$430,560
Total income from all sources (including contributions)2010-12-31$15,201,966
Total of all expenses incurred2010-12-31$7,574,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,275,888
Expenses. Certain deemed distributions of participant loans2010-12-31$265,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,165,000
Value of total assets at end of year2010-12-31$80,322,791
Value of total assets at beginning of year2010-12-31$72,264,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,155
Total interest from all sources2010-12-31$506,291
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$677,315
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$677,315
Administrative expenses professional fees incurred2010-12-31$9,000
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$4,994,575
Participant contributions at end of year2010-12-31$2,692,997
Participant contributions at beginning of year2010-12-31$2,679,625
Assets. Other investments not covered elsewhere at end of year2010-12-31$124,202
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$88,586
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$138,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,519
Other income not declared elsewhere2010-12-31$4,683
Administrative expenses (other) incurred2010-12-31$24,155
Total non interest bearing cash at end of year2010-12-31$6,250
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$7,627,306
Value of net assets at end of year (total assets less liabilities)2010-12-31$80,322,791
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,264,925
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$37,206,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,403,287
Value of interest in pooled separate accounts at end of year2010-12-31$29,243,683
Value of interest in pooled separate accounts at beginning of year2010-12-31$27,463,961
Interest on participant loans2010-12-31$145,198
Interest earned on other investments2010-12-31$361,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,042,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,629,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,845,217
Net investment gain/loss from pooled separate accounts2010-12-31$1,003,460
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,032,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,275,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31LOEB & TROPER LLC
Accountancy firm EIN2010-12-31131517563
2009 : CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 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 CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN

2022: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTERLIGHT HEALTH SYSTEM 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered1627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1627
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered1776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1776
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered2065
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered222
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered2065
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered2135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered229
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered2135
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered1896
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered243
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1896
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered2007
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered193
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered2007
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered2136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered291
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069099
Policy instance 3
Insurance contract or identification numberTT069099
Number of Individuals Covered2136
Insurance policy start date2015-03-26
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered2117
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered318
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1952
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,500
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,500
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC.
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered318
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4481
Policy instance 2
Insurance contract or identification number4481
Number of Individuals Covered335
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $22,282
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22282
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PROVIDER
Insurance broker nameNFP INSURANCE SERVICES, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1808
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4481
Policy instance 2
Insurance contract or identification number4481
Number of Individuals Covered357
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $22,755
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1783
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number008081
Policy instance 2
Insurance contract or identification number008081
Number of Individuals Covered370
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,301
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069099
Policy instance 1
Insurance contract or identification numberTT069099
Number of Individuals Covered1678
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,891
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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