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VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 401k Plan overview

Plan NameVISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN
Plan identification number 002

VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VISITING NURSE ASSOCIATION OF ALBANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:VISITING NURSE ASSOCIATION OF ALBANY, INC.
Employer identification number (EIN):141340125
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about VISITING NURSE ASSOCIATION OF ALBANY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1897-02-09
Company Identification Number: 19266
Legal Registered Office Address: 35 colvin avenue
Albany
ALBANY
United States of America (USA)
12206

More information about VISITING NURSE ASSOCIATION OF ALBANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01PAUL RICE2023-08-17
0022021-01-01PAUL RICE2022-09-12
0022020-01-01PAUL RICE2021-08-18
0022019-01-01PAUL RICE2020-08-27
0022018-01-01PAUL RICE2019-10-03
0022017-01-01
0022016-01-01PAUL RICE, CFO PAUL RICE, CFO2017-10-09
0022015-01-01PAUL RICE, CFO
0022014-01-01SUSAN LARMAN, CEO
0022014-01-01SUSAN LARMON, CEO
0022013-01-01SUSAN LARMON, CEO
0022012-01-01JOHN FRAHER
0022011-01-01CAROL LAWRENCE HYLTON

Plan Statistics for VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN

401k plan membership statisitcs for VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN

Measure Date Value
2022: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01174
Total number of active participants reported on line 7a of the Form 55002022-01-0181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01161
Number of participants with account balances2022-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01174
Number of participants with account balances2021-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01177
Total number of active participants reported on line 7a of the Form 55002020-01-01110
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01179
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01196
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01177
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01248
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01112
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01248
Number of participants with account balances2017-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01168
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01181
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01191
Total number of active participants reported on line 7a of the Form 55002015-01-01136
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01170
Total number of active participants reported on line 7a of the Form 55002013-01-01132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01166
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of participants with account balances2012-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01170
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01180
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110

Financial Data on VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN

Measure Date Value
2022 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-748,407
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$890,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$806,863
Expenses. Certain deemed distributions of participant loans2022-12-31$18,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$568,050
Value of total assets at end of year2022-12-31$8,213,054
Value of total assets at beginning of year2022-12-31$9,852,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,338
Total interest from all sources2022-12-31$3,325
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$224,644
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$224,644
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$432,109
Participant contributions at end of year2022-12-31$34,449
Participant contributions at beginning of year2022-12-31$52,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,639,189
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,213,054
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,852,243
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$5,413,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,717,629
Value of interest in pooled separate accounts at end of year2022-12-31$1,152,832
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,507,766
Interest on participant loans2022-12-31$3,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,612,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,574,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,544,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$135,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$806,863
Contract administrator fees2022-12-31$65,338
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY DUNN MCNEIL & PARKER (NY),LLC
Accountancy firm EIN2022-12-31474404499
2021 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,684,520
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$283,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$212,423
Expenses. Certain deemed distributions of participant loans2021-12-31$6,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$591,665
Value of total assets at end of year2021-12-31$9,852,243
Value of total assets at beginning of year2021-12-31$8,451,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$64,097
Total interest from all sources2021-12-31$3,301
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$331,235
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$331,235
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$434,007
Participant contributions at end of year2021-12-31$52,422
Participant contributions at beginning of year2021-12-31$41,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,401,234
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,852,243
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,451,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,717,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,585,509
Value of interest in pooled separate accounts at end of year2021-12-31$1,507,766
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,294,932
Interest on participant loans2021-12-31$3,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,574,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,529,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$468,903
Net investment gain/loss from pooled separate accounts2021-12-31$289,416
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$157,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$212,423
Contract administrator fees2021-12-31$64,097
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY DUNN MCNEIL & PARKER (NY),LLC
Accountancy firm EIN2021-12-31474404499
2020 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,117,657
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$644,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$590,431
Expenses. Certain deemed distributions of participant loans2020-12-31$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,143,522
Value of total assets at end of year2020-12-31$8,451,009
Value of total assets at beginning of year2020-12-31$6,977,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,573
Total interest from all sources2020-12-31$2,632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$370,683
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$370,683
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$411,161
Participant contributions at end of year2020-12-31$41,451
Participant contributions at beginning of year2020-12-31$54,317
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$585,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,473,340
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,451,009
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,977,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,585,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,697,184
Value of interest in pooled separate accounts at end of year2020-12-31$1,294,932
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,159,958
Interest on participant loans2020-12-31$2,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,529,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,066,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$395,555
Net investment gain/loss from pooled separate accounts2020-12-31$205,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$146,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$590,431
Contract administrator fees2020-12-31$52,573
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERRY DUNN MCNEIL & PARKER (NY),LLC
Accountancy firm EIN2020-12-31474404499
2019 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,882,472
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$760,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$707,699
Expenses. Certain deemed distributions of participant loans2019-12-31$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$813,812
Value of total assets at end of year2019-12-31$6,977,669
Value of total assets at beginning of year2019-12-31$5,855,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$46,174
Total interest from all sources2019-12-31$3,590
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$372,728
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$372,728
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$391,894
Participant contributions at end of year2019-12-31$54,317
Participant contributions at beginning of year2019-12-31$58,511
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$348,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,122,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,977,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,855,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,697,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,716,728
Value of interest in pooled separate accounts at end of year2019-12-31$1,159,958
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,060,908
Interest on participant loans2019-12-31$3,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,066,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,019,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$407,234
Net investment gain/loss from pooled separate accounts2019-12-31$285,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$73,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$707,699
Contract administrator fees2019-12-31$46,174
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRY DUNN MCNEIL & PARKER (NY),LLC
Accountancy firm EIN2019-12-31474404499
2018 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$325,784
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,070,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,012,901
Expenses. Certain deemed distributions of participant loans2018-12-31$8,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$577,515
Value of total assets at end of year2018-12-31$5,855,545
Value of total assets at beginning of year2018-12-31$6,600,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,149
Total interest from all sources2018-12-31$2,181
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$289,094
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$289,094
Administrative expenses professional fees incurred2018-12-31$49,149
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$410,948
Participant contributions at end of year2018-12-31$58,511
Participant contributions at beginning of year2018-12-31$50,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-744,894
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,855,545
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,600,439
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$3,716,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,352,457
Value of interest in pooled separate accounts at end of year2018-12-31$1,060,908
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,162,852
Interest on participant loans2018-12-31$2,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,019,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,034,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-493,684
Net investment gain/loss from pooled separate accounts2018-12-31$-49,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,012,901
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
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BERRYDUNN, MCNEIL & PARKER (NY) LLC
Accountancy firm EIN2018-12-31474404499
2017 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,523,701
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$998,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$936,774
Expenses. Certain deemed distributions of participant loans2017-12-31$32,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$697,448
Value of total assets at end of year2017-12-31$6,600,439
Value of total assets at beginning of year2017-12-31$6,075,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,765
Total interest from all sources2017-12-31$4,129
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$145,742
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$145,742
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$420,219
Participant contributions at end of year2017-12-31$50,473
Participant contributions at beginning of year2017-12-31$80,738
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$115,031
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$23,566
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$525,068
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,600,439
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,075,371
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$4,352,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,598,217
Value of interest in pooled separate accounts at end of year2017-12-31$1,162,852
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,484,347
Interest on participant loans2017-12-31$4,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,034,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$888,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$443,392
Net investment gain/loss from pooled separate accounts2017-12-31$232,990
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$162,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$936,774
Contract administrator fees2017-12-31$29,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRYDUNN, MCNEIL & PARKER (NY) LLC
Accountancy firm EIN2017-12-31474404499
2016 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$973,388
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$417,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$392,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$586,795
Value of total assets at end of year2016-12-31$6,075,371
Value of total assets at beginning of year2016-12-31$5,519,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,811
Total interest from all sources2016-12-31$39,853
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$124,416
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$124,416
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$337,096
Participant contributions at end of year2016-12-31$80,738
Participant contributions at beginning of year2016-12-31$89,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,265
Administrative expenses (other) incurred2016-12-31$862
Total non interest bearing cash at end of year2016-12-31$23,566
Total non interest bearing cash at beginning of year2016-12-31$2,488
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$556,013
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,075,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,519,358
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
Investment advisory and management fees2016-12-31$18,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,598,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,152,585
Value of interest in pooled separate accounts at end of year2016-12-31$1,484,347
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,416,173
Interest on participant loans2016-12-31$6,008
Interest earned on other investments2016-12-31$33,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$888,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$858,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$97,048
Net investment gain/loss from pooled separate accounts2016-12-31$125,276
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$138,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$392,564
Contract administrator fees2016-12-31$5,011
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 name2016-12-31BERRYDUNN, MCNEIL & PARKER (NY) LLC
Accountancy firm EIN2016-12-31474404499
2015 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$705,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,058,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,021,859
Expenses. Certain deemed distributions of participant loans2015-12-31$11,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$725,665
Value of total assets at end of year2015-12-31$5,519,358
Value of total assets at beginning of year2015-12-31$5,872,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,552
Total interest from all sources2015-12-31$35,418
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$182,876
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$182,876
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$382,073
Participant contributions at end of year2015-12-31$89,297
Participant contributions at beginning of year2015-12-31$69,555
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$184,102
Administrative expenses (other) incurred2015-12-31$25,552
Total non interest bearing cash at end of year2015-12-31$2,488
Total non interest bearing cash at beginning of year2015-12-31$27,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-353,526
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,519,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,872,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,152,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,288,809
Value of interest in pooled separate accounts at end of year2015-12-31$1,416,173
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,648,413
Interest on participant loans2015-12-31$2,694
Interest earned on other investments2015-12-31$32,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$858,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$838,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,083
Net investment gain/loss from pooled separate accounts2015-12-31$-209,876
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$159,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,021,859
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 name2015-12-31BERRYDUNN, MCNEIL & PARKER (NY) LLC
Accountancy firm EIN2015-12-31474404499
2014 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$254,821
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$803,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$774,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$737,051
Value of total assets at end of year2014-12-31$5,872,883
Value of total assets at beginning of year2014-12-31$6,421,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,146
Total interest from all sources2014-12-31$2,454
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$144,381
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$144,381
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$431,082
Participant contributions at end of year2014-12-31$69,555
Participant contributions at beginning of year2014-12-31$74,826
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$133,266
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$340,259
Other income not declared elsewhere2014-12-31$-832,618
Administrative expenses (other) incurred2014-12-31$1,120
Total non interest bearing cash at end of year2014-12-31$27,186
Total non interest bearing cash at beginning of year2014-12-31$299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-548,927
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,872,883
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,421,810
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
Investment advisory and management fees2014-12-31$23,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,288,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,791,782
Value of interest in pooled separate accounts at end of year2014-12-31$1,648,413
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,815,047
Interest on participant loans2014-12-31$2,454
Interest earned on other investments2014-12-31$31,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$838,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$739,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$59,788
Net investment gain/loss from pooled separate accounts2014-12-31$143,765
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$172,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$434,343
Contract administrator fees2014-12-31$4,890
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 name2014-12-31BRAD BORBIDGE P.A.
Accountancy firm EIN2014-12-31020400296
2013 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,712,039
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$631,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$606,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$785,758
Value of total assets at end of year2013-12-31$6,421,810
Value of total assets at beginning of year2013-12-31$5,341,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,647
Total interest from all sources2013-12-31$1,793
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$124,368
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$124,368
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$436,852
Participant contributions at end of year2013-12-31$74,826
Participant contributions at beginning of year2013-12-31$64,423
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$166,160
Total non interest bearing cash at end of year2013-12-31$299
Total non interest bearing cash at beginning of year2013-12-31$734
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$1,080,260
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,421,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,341,550
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
Investment advisory and management fees2013-12-31$21,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,791,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,878,765
Value of interest in pooled separate accounts at end of year2013-12-31$1,815,047
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,671,179
Interest on participant loans2013-12-31$1,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$739,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$726,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$800,120
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$182,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$606,132
Contract administrator fees2013-12-31$3,866
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 name2013-12-31BRAD BORBIDGE P.A.
Accountancy firm EIN2013-12-31020400296
2012 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,180,864
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$223,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$201,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$674,065
Value of total assets at end of year2012-12-31$5,341,550
Value of total assets at beginning of year2012-12-31$4,383,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,160
Total interest from all sources2012-12-31$588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$84,470
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$84,470
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$472,561
Participant contributions at end of year2012-12-31$64,423
Participant contributions at beginning of year2012-12-31$60,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$17,983
Total non interest bearing cash at end of year2012-12-31$734
Total non interest bearing cash at beginning of year2012-12-31$22,246
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$957,658
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,341,550
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,383,892
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
Investment advisory and management fees2012-12-31$9,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,878,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,004,286
Value of interest in pooled separate accounts at end of year2012-12-31$1,671,179
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,558,472
Interest on participant loans2012-12-31$588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$726,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$738,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$421,741
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$183,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$201,046
Contract administrator fees2012-12-31$13,064
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 name2012-12-31BRAD BORBIDGE, P.A.
Accountancy firm EIN2012-12-31020400296
2011 : VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$608,792
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$696,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$682,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$672,438
Value of total assets at end of year2011-12-31$4,383,892
Value of total assets at beginning of year2011-12-31$4,471,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,621
Total interest from all sources2011-12-31$640
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,359
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$64,359
Administrative expenses professional fees incurred2011-12-31$13,621
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$442,731
Participant contributions at end of year2011-12-31$60,419
Participant contributions at beginning of year2011-12-31$69,674
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,338
Total non interest bearing cash at end of year2011-12-31$22,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-87,735
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,383,892
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,471,627
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$2,004,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$867,165
Value of interest in pooled separate accounts at end of year2011-12-31$1,558,472
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,753,468
Interest on participant loans2011-12-31$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$738,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$781,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-128,645
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$184,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$682,906
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 name2011-12-31BRAD BORBIDGE P.A.
Accountancy firm EIN2011-12-31020400296

Form 5500 Responses for VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN

2022: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VISITING NURSE ASSOCIATION OF ALBANY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered27
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,575
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,575
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered27
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,666
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,666
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,334
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,334
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,038
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,038
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,737
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,047
Insurance broker organization code?4
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )
Policy contract number590134-01
Policy instance 2
Insurance contract or identification number590134-01
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered37
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,910
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,910
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORKS LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered50
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,560
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORK LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number
Policy instance 2
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,603
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,603
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameCETERA ADVISOR NETWORK LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered67
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered67
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,536
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,536
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameWALNUT STREET SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVC3364
Policy instance 1
Insurance contract or identification numberVC3364
Number of Individuals Covered74
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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