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JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 401k Plan overview

Plan NameJEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN
Plan identification number 001

JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE ARC JEFFERSON - ST. LAWRENCE has sponsored the creation of one or more 401k plans.

Company Name:THE ARC JEFFERSON - ST. LAWRENCE
Employer identification number (EIN):161134631
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE ARC JEFFERSON - ST. LAWRENCE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-10-16
Company Identification Number: 587668
Legal Registered Office Address: GAFFNEY DR
Jefferson
WATERTOWN
United States of America (USA)
13601

More information about THE ARC JEFFERSON - ST. LAWRENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-31
0012020-12-31
0012019-12-31
0012018-12-31
0012017-12-31
0012016-12-31 JILL A. ALLEN2018-10-12
0012015-12-31JILL A. ALLEN JILL A. ALLEN2017-10-11
0012014-12-31JILL A. ALLEN JILL A. ALLEN2016-09-14
0012013-12-31JILL A. ALLEN JILL A. ALLEN2015-09-14
0012012-12-31JILL A. ALLEN JILL A. ALLEN2014-09-11
0012011-12-31JILL A. ALLEN JILL A. ALLEN2013-09-11
0012009-12-31JILL A. ALLEN JILL A. ALLEN2011-09-15
0012008-12-31

Plan Statistics for JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN

401k plan membership statisitcs for JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN

Measure Date Value
2022: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-3025,859,106
Acturial value of plan assets2022-12-3024,207,425
Funding target for retired participants and beneficiaries receiving payment2022-12-309,226,245
Number of terminated vested participants2022-12-30279
Fundng target for terminated vested participants2022-12-307,314,036
Active participant vested funding target2022-12-304,474,151
Number of active participants2022-12-3099
Total funding liabilities for active participants2022-12-304,474,151
Total participant count2022-12-30571
Total funding target for all participants2022-12-3021,014,432
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-30679,519
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-30679,519
Present value of excess contributions2022-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-30755,897
Total employer contributions2022-12-301,100,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-301,014,200
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-300
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-301,014,200
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-31546
Total number of active participants reported on line 7a of the Form 55002021-12-3189
Number of retired or separated participants receiving benefits2021-12-31193
Number of other retired or separated participants entitled to future benefits2021-12-31240
Total of all active and inactive participants2021-12-31522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-3117
Total participants2021-12-31539
Number of participants with account balances2021-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-12-310
Market value of plan assets2021-12-3024,097,971
Acturial value of plan assets2021-12-3021,688,174
Funding target for retired participants and beneficiaries receiving payment2021-12-309,041,408
Number of terminated vested participants2021-12-30271
Fundng target for terminated vested participants2021-12-306,502,279
Active participant vested funding target2021-12-304,816,343
Number of active participants2021-12-30116
Total funding liabilities for active participants2021-12-304,816,343
Total participant count2021-12-30574
Total funding target for all participants2021-12-3020,360,030
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-30775,445
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-30192,017
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-30583,428
Present value of excess contributions2021-12-30229,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-30263,699
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-30679,519
Total employer contributions2021-12-300
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-300
Liquidity shortfalls end of Q12021-12-300
Liquidity shortfalls end of Q22021-12-300
Liquidity shortfalls end of Q32021-12-300
Liquidity shortfalls end of Q42021-12-300
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-300
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-31547
Total number of active participants reported on line 7a of the Form 55002020-12-31100
Number of retired or separated participants receiving benefits2020-12-31182
Number of other retired or separated participants entitled to future benefits2020-12-31253
Total of all active and inactive participants2020-12-31535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-3113
Total participants2020-12-31548
Number of participants with account balances2020-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-12-310
Market value of plan assets2020-12-3021,197,245
Acturial value of plan assets2020-12-3019,855,724
Funding target for retired participants and beneficiaries receiving payment2020-12-308,669,547
Number of terminated vested participants2020-12-30278
Fundng target for terminated vested participants2020-12-306,771,320
Active participant vested funding target2020-12-305,170,447
Number of active participants2020-12-30129
Total funding liabilities for active participants2020-12-305,170,447
Total participant count2020-12-30589
Total funding target for all participants2020-12-3020,611,314
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-30419,034
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-30419,034
Present value of excess contributions2020-12-30241,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-30255,717
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-30255,717
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-30775,445
Total employer contributions2020-12-30364,789
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30337,152
Liquidity shortfalls end of Q12020-12-300
Liquidity shortfalls end of Q22020-12-300
Liquidity shortfalls end of Q32020-12-300
Liquidity shortfalls end of Q42020-12-300
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-300
Net shortfall amortization installment of oustanding balance2020-12-301,531,035
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-30299,216
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-30192,017
Additional cash requirement2020-12-30107,199
Contributions allocatedtoward minimum required contributions for current year2020-12-30337,152
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-31555
Total number of active participants reported on line 7a of the Form 55002019-12-31116
Number of retired or separated participants receiving benefits2019-12-31178
Number of other retired or separated participants entitled to future benefits2019-12-31243
Total of all active and inactive participants2019-12-31537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-3110
Total participants2019-12-31547
Number of participants with account balances2019-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-12-310
Market value of plan assets2019-12-3017,414,578
Acturial value of plan assets2019-12-3018,267,448
Funding target for retired participants and beneficiaries receiving payment2019-12-308,220,888
Number of terminated vested participants2019-12-30259
Fundng target for terminated vested participants2019-12-305,567,447
Active participant vested funding target2019-12-305,407,394
Number of active participants2019-12-30162
Total funding liabilities for active participants2019-12-305,407,394
Total participant count2019-12-30598
Total funding target for all participants2019-12-3019,195,729
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-30439,885
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-30439,885
Present value of excess contributions2019-12-30763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-30809
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-30419,034
Total employer contributions2019-12-30537,574
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30505,350
Liquidity shortfalls end of Q12019-12-300
Liquidity shortfalls end of Q22019-12-300
Liquidity shortfalls end of Q32019-12-300
Liquidity shortfalls end of Q42019-12-300
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-3023,000
Net shortfall amortization installment of oustanding balance2019-12-301,347,315
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30263,583
Carryover balance elected to use to offset funding requirement2019-12-300
Prefunding balance elected to use to offset funding requirement2019-12-300
Additional cash requirement2019-12-30263,583
Contributions allocatedtoward minimum required contributions for current year2019-12-30505,350
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-31562
Total number of active participants reported on line 7a of the Form 55002018-12-31129
Number of retired or separated participants receiving benefits2018-12-31174
Number of other retired or separated participants entitled to future benefits2018-12-31245
Total of all active and inactive participants2018-12-31548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-3110
Total participants2018-12-31558
Number of participants with account balances2018-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-310
Market value of plan assets2018-12-3018,907,471
Acturial value of plan assets2018-12-3018,026,110
Funding target for retired participants and beneficiaries receiving payment2018-12-308,101,147
Number of terminated vested participants2018-12-30262
Fundng target for terminated vested participants2018-12-305,240,843
Active participant vested funding target2018-12-305,306,763
Number of active participants2018-12-30168
Total funding liabilities for active participants2018-12-305,306,763
Total participant count2018-12-30602
Total funding target for all participants2018-12-3018,648,753
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-30379,997
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-30379,997
Present value of excess contributions2018-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-30439,885
Total employer contributions2018-12-30267,000
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30250,243
Liquidity shortfalls end of Q12018-12-300
Liquidity shortfalls end of Q22018-12-300
Liquidity shortfalls end of Q32018-12-300
Liquidity shortfalls end of Q42018-12-300
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-3075,000
Net shortfall amortization installment of oustanding balance2018-12-301,062,528
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-30249,480
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-30249,480
Contributions allocatedtoward minimum required contributions for current year2018-12-30250,243
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-31570
Total number of active participants reported on line 7a of the Form 55002017-12-31148
Number of retired or separated participants receiving benefits2017-12-31166
Number of other retired or separated participants entitled to future benefits2017-12-31237
Total of all active and inactive participants2017-12-31551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-3110
Total participants2017-12-31561
Number of participants with account balances2017-12-310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-310
Market value of plan assets2017-12-3017,122,495
Acturial value of plan assets2017-12-3017,706,646
Funding target for retired participants and beneficiaries receiving payment2017-12-307,825,583
Number of terminated vested participants2017-12-30251
Fundng target for terminated vested participants2017-12-304,607,428
Active participant vested funding target2017-12-305,273,570
Number of active participants2017-12-30196
Total funding liabilities for active participants2017-12-305,273,570
Total participant count2017-12-30618
Total funding target for all participants2017-12-3017,706,581
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Present value of excess contributions2017-12-30357,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-30379,997
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-30379,997
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-30379,997
Liquidity shortfalls end of Q12017-12-300
Liquidity shortfalls end of Q22017-12-300
Liquidity shortfalls end of Q32017-12-300
Liquidity shortfalls end of Q42017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
2016: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-31618
Total number of active participants reported on line 7a of the Form 55002016-12-31168
Number of retired or separated participants receiving benefits2016-12-31161
Number of other retired or separated participants entitled to future benefits2016-12-31262
Total of all active and inactive participants2016-12-31591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-3111
Total participants2016-12-31602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-312
2015: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-31634
Total number of active participants reported on line 7a of the Form 55002015-12-31196
Number of retired or separated participants receiving benefits2015-12-31160
Number of other retired or separated participants entitled to future benefits2015-12-31251
Total of all active and inactive participants2015-12-31607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-3111
Total participants2015-12-31618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-312
2014: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-31656
Total number of active participants reported on line 7a of the Form 55002014-12-31230
Number of retired or separated participants receiving benefits2014-12-31152
Number of other retired or separated participants entitled to future benefits2014-12-31241
Total of all active and inactive participants2014-12-31623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-3111
Total participants2014-12-31634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-311
2013: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-31698
Total number of active participants reported on line 7a of the Form 55002013-12-31264
Number of retired or separated participants receiving benefits2013-12-31141
Number of other retired or separated participants entitled to future benefits2013-12-31241
Total of all active and inactive participants2013-12-31646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-3110
Total participants2013-12-31656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-310
2012: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-31687
Total number of active participants reported on line 7a of the Form 55002012-12-31315
Number of retired or separated participants receiving benefits2012-12-31131
Number of other retired or separated participants entitled to future benefits2012-12-31242
Total of all active and inactive participants2012-12-31688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-3110
Total participants2012-12-31698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-3112
2011: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-31658
Total number of active participants reported on line 7a of the Form 55002011-12-31343
Number of retired or separated participants receiving benefits2011-12-31120
Number of other retired or separated participants entitled to future benefits2011-12-31215
Total of all active and inactive participants2011-12-31678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-319
Total participants2011-12-31687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-3139
2009: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-31647
Total number of active participants reported on line 7a of the Form 55002009-12-31370
Number of retired or separated participants receiving benefits2009-12-31107
Number of other retired or separated participants entitled to future benefits2009-12-31194
Total of all active and inactive participants2009-12-31671
Total participants2009-12-31671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-3127

Financial Data on JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN

Measure Date Value
2022 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-30$0
Total income from all sources (including contributions)2022-12-30$-3,469,389
Total loss/gain on sale of assets2022-12-30$0
Total of all expenses incurred2022-12-30$975,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-30$975,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-30$1,100,000
Value of total assets at end of year2022-12-30$21,414,484
Value of total assets at beginning of year2022-12-30$25,859,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-30$0
Total interest from all sources2022-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-30$512,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-30$512,905
Was this plan covered by a fidelity bond2022-12-30Yes
Value of fidelity bond cover2022-12-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Value of net income/loss2022-12-30$-4,444,623
Value of net assets at end of year (total assets less liabilities)2022-12-30$21,414,484
Value of net assets at beginning of year (total assets less liabilities)2022-12-30$25,859,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-30No
Were any leases to which the plan was party in default or uncollectible2022-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-30$11,975,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-30$14,621,847
Value of interest in pooled separate accounts at end of year2022-12-30$8,588,729
Value of interest in pooled separate accounts at beginning of year2022-12-30$11,237,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-30$-2,941,066
Net investment gain/loss from pooled separate accounts2022-12-30$-2,141,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-30Yes
Was there a failure to transmit to the plan any participant contributions2022-12-30No
Has the plan failed to provide any benefit when due under the plan2022-12-30No
Contributions received in cash from employer2022-12-30$1,100,000
Employer contributions (assets) at end of year2022-12-30$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-30$975,234
Did the plan have assets held for investment2022-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-30No
Opinion of an independent qualified public accountant for this plan2022-12-30Unqualified
Accountancy firm name2022-12-30BONADIO & CO., LLP
Accountancy firm EIN2022-12-30161131146
2021 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-30$0
Total income from all sources (including contributions)2021-12-30$2,637,328
Total loss/gain on sale of assets2021-12-30$0
Total of all expenses incurred2021-12-30$884,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-30$884,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-30$0
Value of total assets at end of year2021-12-30$25,859,107
Value of total assets at beginning of year2021-12-30$24,106,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-30$0
Total interest from all sources2021-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-30$271,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-30$271,957
Was this plan covered by a fidelity bond2021-12-30Yes
Value of fidelity bond cover2021-12-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-30$0
Were there any nonexempt tranactions with any party-in-interest2021-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Value of net income/loss2021-12-30$1,752,435
Value of net assets at end of year (total assets less liabilities)2021-12-30$25,859,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-30$24,106,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-30No
Were any leases to which the plan was party in default or uncollectible2021-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-30$14,621,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-30$14,240,921
Value of interest in pooled separate accounts at end of year2021-12-30$11,237,260
Value of interest in pooled separate accounts at beginning of year2021-12-30$9,500,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-30$2,545,119
Net investment gain/loss from pooled separate accounts2021-12-30$-179,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-30Yes
Was there a failure to transmit to the plan any participant contributions2021-12-30No
Has the plan failed to provide any benefit when due under the plan2021-12-30No
Employer contributions (assets) at beginning of year2021-12-30$364,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-30$884,893
Did the plan have assets held for investment2021-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-30No
Opinion of an independent qualified public accountant for this plan2021-12-30Disclaimer
Accountancy firm name2021-12-30BONADIO & CO., LLP
Accountancy firm EIN2021-12-30161131146
2020 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-30$0
Total unrealized appreciation/depreciation of assets2020-12-30$0
Total transfer of assets to this plan2020-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-30$0
Total income from all sources (including contributions)2020-12-30$3,759,231
Total loss/gain on sale of assets2020-12-30$0
Total of all expenses incurred2020-12-30$857,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-30$857,955
Value of total corrective distributions2020-12-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-30$364,789
Value of total assets at end of year2020-12-30$24,106,672
Value of total assets at beginning of year2020-12-30$21,205,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-30$0
Total income from rents2020-12-30$0
Total interest from all sources2020-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-30$147,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-30$147,261
Administrative expenses professional fees incurred2020-12-30$0
Was this plan covered by a fidelity bond2020-12-30Yes
Value of fidelity bond cover2020-12-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-30No
Amount of non-exempt transactions with any party-in-interest2020-12-30$0
Contributions received from participants2020-12-30$0
Participant contributions at end of year2020-12-30$0
Participant contributions at beginning of year2020-12-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-30$0
Other income not declared elsewhere2020-12-30$0
Administrative expenses (other) incurred2020-12-30$0
Liabilities. Value of operating payables at beginning of year2020-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Value of net income/loss2020-12-30$2,901,276
Value of net assets at end of year (total assets less liabilities)2020-12-30$24,106,672
Value of net assets at beginning of year (total assets less liabilities)2020-12-30$21,205,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-30$0
Were any leases to which the plan was party in default or uncollectible2020-12-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-30$0
Investment advisory and management fees2020-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-30$14,240,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-30$11,479,061
Value of interest in pooled separate accounts at end of year2020-12-30$9,500,962
Value of interest in pooled separate accounts at beginning of year2020-12-30$9,403,344
Income. Interest from loans (other than to participants)2020-12-30$0
Interest earned on other investments2020-12-30$0
Income. Interest from US Government securities2020-12-30$0
Income. Interest from corporate debt instruments2020-12-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-30$2,149,219
Net investment gain/loss from pooled separate accounts2020-12-30$1,097,962
Net investment gain or loss from common/collective trusts2020-12-30$0
Net gain/loss from 103.12 investment entities2020-12-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-30No
Was there a failure to transmit to the plan any participant contributions2020-12-30No
Has the plan failed to provide any benefit when due under the plan2020-12-30No
Contributions received in cash from employer2020-12-30$364,789
Employer contributions (assets) at end of year2020-12-30$364,789
Employer contributions (assets) at beginning of year2020-12-30$322,991
Income. Dividends from preferred stock2020-12-30$0
Income. Dividends from common stock2020-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-30$857,955
Contract administrator fees2020-12-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-30$0
Did the plan have assets held for investment2020-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-30No
Aggregate proceeds on sale of assets2020-12-30$0
Aggregate carrying amount (costs) on sale of assets2020-12-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-12-30Yes
Opinion of an independent qualified public accountant for this plan2020-12-30Disclaimer
Accountancy firm name2020-12-30BONADIO & CO., LLP
Accountancy firm EIN2020-12-30161131146
2019 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-30$0
Total unrealized appreciation/depreciation of assets2019-12-30$0
Total transfer of assets to this plan2019-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-30$0
Total income from all sources (including contributions)2019-12-30$4,627,712
Total loss/gain on sale of assets2019-12-30$0
Total of all expenses incurred2019-12-30$838,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-30$815,902
Value of total corrective distributions2019-12-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-30$537,574
Value of total assets at end of year2019-12-30$21,205,396
Value of total assets at beginning of year2019-12-30$17,416,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-30$22,810
Total income from rents2019-12-30$0
Total interest from all sources2019-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-30$172,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-30$172,174
Administrative expenses professional fees incurred2019-12-30$0
Was this plan covered by a fidelity bond2019-12-30Yes
Value of fidelity bond cover2019-12-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-30$0
Were there any nonexempt tranactions with any party-in-interest2019-12-30No
Amount of non-exempt transactions with any party-in-interest2019-12-30$0
Contributions received from participants2019-12-30$0
Participant contributions at end of year2019-12-30$0
Participant contributions at beginning of year2019-12-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-30$0
Other income not declared elsewhere2019-12-30$0
Administrative expenses (other) incurred2019-12-30$0
Liabilities. Value of operating payables at beginning of year2019-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Value of net income/loss2019-12-30$3,789,000
Value of net assets at end of year (total assets less liabilities)2019-12-30$21,205,396
Value of net assets at beginning of year (total assets less liabilities)2019-12-30$17,416,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-30$0
Were any leases to which the plan was party in default or uncollectible2019-12-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-30$0
Investment advisory and management fees2019-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-30$11,479,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-30$8,608,372
Value of interest in pooled separate accounts at end of year2019-12-30$9,403,344
Value of interest in pooled separate accounts at beginning of year2019-12-30$8,541,024
Income. Interest from loans (other than to participants)2019-12-30$0
Interest earned on other investments2019-12-30$0
Income. Interest from US Government securities2019-12-30$0
Income. Interest from corporate debt instruments2019-12-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-30$2,465,498
Net investment gain/loss from pooled separate accounts2019-12-30$1,452,466
Net investment gain or loss from common/collective trusts2019-12-30$0
Net gain/loss from 103.12 investment entities2019-12-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-30Yes
Was there a failure to transmit to the plan any participant contributions2019-12-30No
Has the plan failed to provide any benefit when due under the plan2019-12-30No
Contributions received in cash from employer2019-12-30$537,574
Employer contributions (assets) at end of year2019-12-30$322,991
Employer contributions (assets) at beginning of year2019-12-30$267,000
Income. Dividends from preferred stock2019-12-30$0
Income. Dividends from common stock2019-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-30$815,902
Contract administrator fees2019-12-30$22,810
Liabilities. Value of benefit claims payable at beginning of year2019-12-30$0
Did the plan have assets held for investment2019-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-30No
Aggregate proceeds on sale of assets2019-12-30$0
Aggregate carrying amount (costs) on sale of assets2019-12-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-30Yes
Opinion of an independent qualified public accountant for this plan2019-12-30Disclaimer
Accountancy firm name2019-12-30BONADIO & CO., LLP
Accountancy firm EIN2019-12-30161131146
2018 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-30$0
Total unrealized appreciation/depreciation of assets2018-12-30$0
Total transfer of assets to this plan2018-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-30$0
Expenses. Interest paid2018-12-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-30$0
Total income from all sources (including contributions)2018-12-30$-607,560
Total loss/gain on sale of assets2018-12-30$0
Total of all expenses incurred2018-12-30$883,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-30$810,264
Value of total corrective distributions2018-12-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-30$267,000
Value of total assets at end of year2018-12-30$17,416,396
Value of total assets at beginning of year2018-12-30$18,907,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-30$73,251
Total income from rents2018-12-30$0
Total interest from all sources2018-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-30$201,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-30$201,702
Administrative expenses professional fees incurred2018-12-30$0
Was this plan covered by a fidelity bond2018-12-30Yes
Value of fidelity bond cover2018-12-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-30$0
Were there any nonexempt tranactions with any party-in-interest2018-12-30No
Amount of non-exempt transactions with any party-in-interest2018-12-30$0
Contributions received from participants2018-12-30$0
Participant contributions at end of year2018-12-30$0
Participant contributions at beginning of year2018-12-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-30$0
Other income not declared elsewhere2018-12-30$0
Administrative expenses (other) incurred2018-12-30$0
Liabilities. Value of operating payables at beginning of year2018-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Income. Non cash contributions2018-12-30$0
Value of net income/loss2018-12-30$-1,491,075
Value of net assets at end of year (total assets less liabilities)2018-12-30$17,416,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-30$18,907,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-30$0
Were any leases to which the plan was party in default or uncollectible2018-12-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-30$0
Investment advisory and management fees2018-12-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-30$8,608,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-30$18,907,471
Value of interest in pooled separate accounts at end of year2018-12-30$8,541,024
Value of interest in pooled separate accounts at beginning of year2018-12-30$0
Income. Interest from loans (other than to participants)2018-12-30$0
Interest earned on other investments2018-12-30$0
Income. Interest from US Government securities2018-12-30$0
Income. Interest from corporate debt instruments2018-12-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-30$-1,086,020
Net investment gain/loss from pooled separate accounts2018-12-30$9,758
Net investment gain or loss from common/collective trusts2018-12-30$0
Net gain/loss from 103.12 investment entities2018-12-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-30Yes
Was there a failure to transmit to the plan any participant contributions2018-12-30No
Has the plan failed to provide any benefit when due under the plan2018-12-30No
Contributions received in cash from employer2018-12-30$267,000
Employer contributions (assets) at end of year2018-12-30$267,000
Employer contributions (assets) at beginning of year2018-12-30$0
Income. Dividends from preferred stock2018-12-30$0
Income. Dividends from common stock2018-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-30$810,264
Contract administrator fees2018-12-30$73,251
Liabilities. Value of benefit claims payable at beginning of year2018-12-30$0
Did the plan have assets held for investment2018-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-30No
Aggregate proceeds on sale of assets2018-12-30$0
Aggregate carrying amount (costs) on sale of assets2018-12-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-30Yes
Opinion of an independent qualified public accountant for this plan2018-12-30Disclaimer
Accountancy firm name2018-12-30BONADIO & CO., LLP
Accountancy firm EIN2018-12-30161131146
2017 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-30$2,593,097
Total of all expenses incurred2017-12-30$822,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-30$822,932
Value of total assets at end of year2017-12-30$18,907,471
Value of total assets at beginning of year2017-12-30$17,137,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-30No
Was this plan covered by a fidelity bond2017-12-30Yes
Value of fidelity bond cover2017-12-30$300,000
If this is an individual account plan, was there a blackout period2017-12-30No
Were there any nonexempt tranactions with any party-in-interest2017-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Value of net income/loss2017-12-30$1,770,165
Value of net assets at end of year (total assets less liabilities)2017-12-30$18,907,471
Value of net assets at beginning of year (total assets less liabilities)2017-12-30$17,137,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-30No
Were any leases to which the plan was party in default or uncollectible2017-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-30$18,907,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-30$16,742,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-30$2,593,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-30No
Was there a failure to transmit to the plan any participant contributions2017-12-30No
Has the plan failed to provide any benefit when due under the plan2017-12-30No
Employer contributions (assets) at beginning of year2017-12-30$394,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-30$822,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-30No
Did the plan have assets held for investment2017-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-30Yes
Opinion of an independent qualified public accountant for this plan2017-12-30Disclaimer
Accountancy firm name2017-12-30BONADIO & CO., LLP
Accountancy firm EIN2017-12-30161131146
2016 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-30$1,157,666
Total of all expenses incurred2016-12-30$991,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-30$991,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-30$394,808
Value of total assets at end of year2016-12-30$17,137,306
Value of total assets at beginning of year2016-12-30$16,971,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-30No
Was this plan covered by a fidelity bond2016-12-30Yes
Value of fidelity bond cover2016-12-30$300,000
If this is an individual account plan, was there a blackout period2016-12-30No
Were there any nonexempt tranactions with any party-in-interest2016-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Value of net income/loss2016-12-30$165,737
Value of net assets at end of year (total assets less liabilities)2016-12-30$17,137,306
Value of net assets at beginning of year (total assets less liabilities)2016-12-30$16,971,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-30No
Were any leases to which the plan was party in default or uncollectible2016-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-30$16,742,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-30$16,971,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-30$762,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-30No
Was there a failure to transmit to the plan any participant contributions2016-12-30No
Has the plan failed to provide any benefit when due under the plan2016-12-30No
Contributions received in cash from employer2016-12-30$394,808
Employer contributions (assets) at end of year2016-12-30$394,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-30$991,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-30No
Did the plan have assets held for investment2016-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-30Yes
Opinion of an independent qualified public accountant for this plan2016-12-30Disclaimer
Accountancy firm name2016-12-30BONADIO & CO., LLP
Accountancy firm EIN2016-12-30161131146
2015 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-30$154,295
Total of all expenses incurred2015-12-30$776,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-30$776,113
Value of total assets at end of year2015-12-30$16,971,569
Value of total assets at beginning of year2015-12-30$17,593,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-30No
Was this plan covered by a fidelity bond2015-12-30Yes
Value of fidelity bond cover2015-12-30$300,000
If this is an individual account plan, was there a blackout period2015-12-30No
Were there any nonexempt tranactions with any party-in-interest2015-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Value of net income/loss2015-12-30$-621,818
Value of net assets at end of year (total assets less liabilities)2015-12-30$16,971,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-30$17,593,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-30No
Were any leases to which the plan was party in default or uncollectible2015-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-30$16,971,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-30$17,593,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-30$154,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-30No
Was there a failure to transmit to the plan any participant contributions2015-12-30No
Has the plan failed to provide any benefit when due under the plan2015-12-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-30$776,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-30No
Did the plan have assets held for investment2015-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-30Yes
Opinion of an independent qualified public accountant for this plan2015-12-30Disclaimer
Accountancy firm name2015-12-30BONADIO & CO., LLP
Accountancy firm EIN2015-12-30161131146
2014 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-30$1,351,174
Total of all expenses incurred2014-12-30$868,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-30$868,306
Value of total assets at end of year2014-12-30$17,593,387
Value of total assets at beginning of year2014-12-30$17,110,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-30No
Was this plan covered by a fidelity bond2014-12-30Yes
Value of fidelity bond cover2014-12-30$300,000
If this is an individual account plan, was there a blackout period2014-12-30No
Were there any nonexempt tranactions with any party-in-interest2014-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Value of net income/loss2014-12-30$482,868
Value of net assets at end of year (total assets less liabilities)2014-12-30$17,593,387
Value of net assets at beginning of year (total assets less liabilities)2014-12-30$17,110,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-30No
Were any leases to which the plan was party in default or uncollectible2014-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-30$17,593,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-30$17,110,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-30$1,351,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-30No
Was there a failure to transmit to the plan any participant contributions2014-12-30No
Has the plan failed to provide any benefit when due under the plan2014-12-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-30$868,306
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-30No
Did the plan have assets held for investment2014-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-30Yes
Opinion of an independent qualified public accountant for this plan2014-12-30Disclaimer
Accountancy firm name2014-12-30BONADIO & CO., LLP
Accountancy firm EIN2014-12-30161131146
2013 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-30$2,941,651
Total of all expenses incurred2013-12-30$702,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-30$702,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-30$673,358
Value of total assets at end of year2013-12-30$17,110,519
Value of total assets at beginning of year2013-12-30$14,871,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-30No
Was this plan covered by a fidelity bond2013-12-30Yes
Value of fidelity bond cover2013-12-30$300,000
If this is an individual account plan, was there a blackout period2013-12-30No
Were there any nonexempt tranactions with any party-in-interest2013-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Value of net income/loss2013-12-30$2,238,730
Value of net assets at end of year (total assets less liabilities)2013-12-30$17,110,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-30$14,871,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-30No
Were any leases to which the plan was party in default or uncollectible2013-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-30$17,110,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-30$14,258,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-30$2,268,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-30Yes
Was there a failure to transmit to the plan any participant contributions2013-12-30No
Has the plan failed to provide any benefit when due under the plan2013-12-30No
Contributions received in cash from employer2013-12-30$673,358
Employer contributions (assets) at beginning of year2013-12-30$613,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-30$702,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-30No
Did the plan have assets held for investment2013-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-30Yes
Opinion of an independent qualified public accountant for this plan2013-12-30Disclaimer
Accountancy firm name2013-12-30BONADIO & CO., LLP
Accountancy firm EIN2013-12-30161131146
2012 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-30$2,653,597
Total of all expenses incurred2012-12-30$667,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-30$667,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-30$1,411,833
Value of total assets at end of year2012-12-30$14,871,789
Value of total assets at beginning of year2012-12-30$12,885,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-30No
Was this plan covered by a fidelity bond2012-12-30Yes
Value of fidelity bond cover2012-12-30$300,000
If this is an individual account plan, was there a blackout period2012-12-30No
Were there any nonexempt tranactions with any party-in-interest2012-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Value of net income/loss2012-12-30$1,985,976
Value of net assets at end of year (total assets less liabilities)2012-12-30$14,871,789
Value of net assets at beginning of year (total assets less liabilities)2012-12-30$12,885,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-30No
Were any leases to which the plan was party in default or uncollectible2012-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-30$14,258,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-30$11,911,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-30$1,241,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-30Yes
Was there a failure to transmit to the plan any participant contributions2012-12-30No
Has the plan failed to provide any benefit when due under the plan2012-12-30No
Contributions received in cash from employer2012-12-30$1,411,833
Employer contributions (assets) at end of year2012-12-30$613,782
Employer contributions (assets) at beginning of year2012-12-30$974,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-30$667,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-30No
Did the plan have assets held for investment2012-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-30Yes
Opinion of an independent qualified public accountant for this plan2012-12-30Disclaimer
Accountancy firm name2012-12-30BONADIO & CO., LLP
Accountancy firm EIN2012-12-30161131146
2011 : JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-30$1,778,555
Total of all expenses incurred2011-12-30$550,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-30$550,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-30$1,602,185
Value of total assets at end of year2011-12-30$12,885,813
Value of total assets at beginning of year2011-12-30$11,658,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-30No
Was this plan covered by a fidelity bond2011-12-30Yes
Value of fidelity bond cover2011-12-30$300,000
If this is an individual account plan, was there a blackout period2011-12-30No
Were there any nonexempt tranactions with any party-in-interest2011-12-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Value of net income/loss2011-12-30$1,227,570
Value of net assets at end of year (total assets less liabilities)2011-12-30$12,885,813
Value of net assets at beginning of year (total assets less liabilities)2011-12-30$11,658,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-30No
Were any leases to which the plan was party in default or uncollectible2011-12-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-30$11,911,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-30$10,286,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-30$176,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-30Yes
Was there a failure to transmit to the plan any participant contributions2011-12-30No
Has the plan failed to provide any benefit when due under the plan2011-12-30No
Contributions received in cash from employer2011-12-30$1,602,185
Employer contributions (assets) at end of year2011-12-30$974,603
Employer contributions (assets) at beginning of year2011-12-30$1,371,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-30$550,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-30No
Did the plan have assets held for investment2011-12-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-30Yes
Opinion of an independent qualified public accountant for this plan2011-12-30Disclaimer
Accountancy firm name2011-12-30BONADIO & CO., LLP
Accountancy firm EIN2011-12-30161131146

Form 5500 Responses for JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN

2021: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-12-31Type of plan entitySingle employer plan
2021-12-31This submission is the final filingNo
2021-12-31This return/report is a short plan year return/report (less than 12 months)No
2021-12-31Plan is a collectively bargained planNo
2021-12-31Plan funding arrangement – InsuranceYes
2021-12-31Plan funding arrangement – TrustYes
2021-12-31Plan benefit arrangement – InsuranceYes
2021-12-31Plan benefit arrangement - TrustYes
2020: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-12-31Type of plan entitySingle employer plan
2020-12-31This submission is the final filingNo
2020-12-31This return/report is a short plan year return/report (less than 12 months)No
2020-12-31Plan is a collectively bargained planNo
2020-12-31Plan funding arrangement – InsuranceYes
2020-12-31Plan funding arrangement – TrustYes
2020-12-31Plan benefit arrangement – InsuranceYes
2020-12-31Plan benefit arrangement - TrustYes
2019: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-12-31Type of plan entitySingle employer plan
2019-12-31This submission is the final filingNo
2019-12-31This return/report is a short plan year return/report (less than 12 months)No
2019-12-31Plan is a collectively bargained planNo
2019-12-31Plan funding arrangement – InsuranceYes
2019-12-31Plan funding arrangement – TrustYes
2019-12-31Plan benefit arrangement – InsuranceYes
2019-12-31Plan benefit arrangement - TrustYes
2018: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-12-31Type of plan entitySingle employer plan
2018-12-31This submission is the final filingNo
2018-12-31This return/report is a short plan year return/report (less than 12 months)No
2018-12-31Plan is a collectively bargained planNo
2018-12-31Plan funding arrangement – InsuranceYes
2018-12-31Plan funding arrangement – TrustYes
2018-12-31Plan benefit arrangement – InsuranceYes
2018-12-31Plan benefit arrangement - TrustYes
2017: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-12-31Type of plan entitySingle employer plan
2017-12-31This submission is the final filingNo
2017-12-31This return/report is a short plan year return/report (less than 12 months)No
2017-12-31Plan is a collectively bargained planNo
2017-12-31Plan funding arrangement – InsuranceYes
2017-12-31Plan funding arrangement – TrustYes
2017-12-31Plan benefit arrangement – InsuranceYes
2017-12-31Plan benefit arrangement - TrustYes
2016: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-12-31Type of plan entitySingle employer plan
2016-12-31Plan funding arrangement – InsuranceYes
2016-12-31Plan benefit arrangement – InsuranceYes
2015: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-12-31Type of plan entitySingle employer plan
2015-12-31Plan funding arrangement – InsuranceYes
2015-12-31Plan benefit arrangement – InsuranceYes
2014: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-12-31Type of plan entitySingle employer plan
2014-12-31Plan funding arrangement – InsuranceYes
2014-12-31Plan benefit arrangement – InsuranceYes
2013: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-12-31Type of plan entitySingle employer plan
2013-12-31Plan funding arrangement – InsuranceYes
2013-12-31Plan benefit arrangement – InsuranceYes
2012: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-12-31Type of plan entitySingle employer plan
2012-12-31Plan funding arrangement – InsuranceYes
2012-12-31Plan benefit arrangement – InsuranceYes
2011: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-12-31Type of plan entitySingle employer plan
2011-12-31Plan funding arrangement – InsuranceYes
2011-12-31Plan benefit arrangement – InsuranceYes
2009: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-12-31Type of plan entitySingle employer plan
2009-12-31This submission is the final filingNo
2009-12-31Plan funding arrangement – InsuranceYes
2009-12-31Plan benefit arrangement – InsuranceYes
2008: JEFFERSON REHABILITATION CENTER INC. RETIREMENT INCOME PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number816990
Policy instance 1
Insurance contract or identification number816990
Number of Individuals Covered539
Insurance policy start date2021-12-31
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $21,823
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,823
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number816990
Policy instance 1
Insurance contract or identification number816990
Number of Individuals Covered548
Insurance policy start date2020-12-31
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $21,890
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,890
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number816990
Policy instance 1
Insurance contract or identification number816990
Number of Individuals Covered547
Insurance policy start date2019-12-31
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $21,131
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number816990
Policy instance 1
Insurance contract or identification number816990
Number of Individuals Covered558
Insurance policy start date2018-12-31
Insurance policy end date2019-12-30
Total amount of commissions paid to insurance brokerUSD $20,001
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,001
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number816990
Policy instance 1
Insurance contract or identification number816990
Number of Individuals Covered561
Insurance policy start date2018-06-01
Insurance policy end date2018-12-30
Total amount of commissions paid to insurance brokerUSD $222
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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