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TREASURE COAST HOSPICE RETIREMENT PLAN 401k Plan overview

Plan NameTREASURE COAST HOSPICE RETIREMENT PLAN
Plan identification number 001

TREASURE COAST HOSPICE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HEALTH & PALLIATIVE SERVICES has sponsored the creation of one or more 401k plans.

Company Name:HEALTH & PALLIATIVE SERVICES
Employer identification number (EIN):201683870
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREASURE COAST HOSPICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01ROBERT DUNWOODY ROBERT DUNWOODY2018-09-13
0012016-10-01 ROBERT DUNWOODY2018-07-16
0012016-10-01 ROBERT DUNWOODY2018-08-24
0012015-10-01SUSAN DE CUBA SUSAN DE CUBA2017-07-10
0012014-10-01SUSAN DE CUBA SUSAN DE CUBA2016-06-07
0012013-10-01SUSAN DE CUBA SUSAN DE CUBA2015-07-15
0012012-10-01SUSAN DE CUBA SUSAN DE CUBA2014-07-15
0012011-10-01SUSAN DE CUBA SUSAN DE CUBA2013-07-15
0012009-10-01LOUIS BENSON

Plan Statistics for TREASURE COAST HOSPICE RETIREMENT PLAN

401k plan membership statisitcs for TREASURE COAST HOSPICE RETIREMENT PLAN

Measure Date Value
2021: TREASURE COAST HOSPICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01698
Total number of active participants reported on line 7a of the Form 55002021-10-01404
Number of retired or separated participants receiving benefits2021-10-0121
Number of other retired or separated participants entitled to future benefits2021-10-01341
Total of all active and inactive participants2021-10-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01766
Number of participants with account balances2021-10-01731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0122
2020: TREASURE COAST HOSPICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01671
Total number of active participants reported on line 7a of the Form 55002020-10-01372
Number of retired or separated participants receiving benefits2020-10-0121
Number of other retired or separated participants entitled to future benefits2020-10-01305
Total of all active and inactive participants2020-10-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01698
Number of participants with account balances2020-10-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0113
2019: TREASURE COAST HOSPICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01621
Total number of active participants reported on line 7a of the Form 55002019-10-01356
Number of retired or separated participants receiving benefits2019-10-0123
Number of other retired or separated participants entitled to future benefits2019-10-01292
Total of all active and inactive participants2019-10-01671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01671
Number of participants with account balances2019-10-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0112
2018: TREASURE COAST HOSPICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01583
Total number of active participants reported on line 7a of the Form 55002018-10-01331
Number of retired or separated participants receiving benefits2018-10-0121
Number of other retired or separated participants entitled to future benefits2018-10-01269
Total of all active and inactive participants2018-10-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01621
Number of participants with account balances2018-10-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0124
2017: TREASURE COAST HOSPICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01604
Total number of active participants reported on line 7a of the Form 55002017-10-01355
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-01224
Total of all active and inactive participants2017-10-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01582
Number of participants with account balances2017-10-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0114
2016: TREASURE COAST HOSPICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01599
Total number of active participants reported on line 7a of the Form 55002016-10-01405
Number of retired or separated participants receiving benefits2016-10-0113
Number of other retired or separated participants entitled to future benefits2016-10-01186
Total of all active and inactive participants2016-10-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01604
Number of participants with account balances2016-10-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-017
2015: TREASURE COAST HOSPICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01585
Total number of active participants reported on line 7a of the Form 55002015-10-01419
Number of retired or separated participants receiving benefits2015-10-0112
Number of other retired or separated participants entitled to future benefits2015-10-01168
Total of all active and inactive participants2015-10-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01599
Number of participants with account balances2015-10-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0119
2014: TREASURE COAST HOSPICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01573
Total number of active participants reported on line 7a of the Form 55002014-10-01428
Number of retired or separated participants receiving benefits2014-10-017
Number of other retired or separated participants entitled to future benefits2014-10-01150
Total of all active and inactive participants2014-10-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01585
Number of participants with account balances2014-10-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0114
2013: TREASURE COAST HOSPICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01595
Total number of active participants reported on line 7a of the Form 55002013-10-01429
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-01142
Total of all active and inactive participants2013-10-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01573
Number of participants with account balances2013-10-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-018
2012: TREASURE COAST HOSPICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01540
Total number of active participants reported on line 7a of the Form 55002012-10-01466
Number of retired or separated participants receiving benefits2012-10-011
Number of other retired or separated participants entitled to future benefits2012-10-01128
Total of all active and inactive participants2012-10-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01595
Number of participants with account balances2012-10-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-0137
2011: TREASURE COAST HOSPICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01514
Total number of active participants reported on line 7a of the Form 55002011-10-01429
Number of retired or separated participants receiving benefits2011-10-012
Number of other retired or separated participants entitled to future benefits2011-10-01109
Total of all active and inactive participants2011-10-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01540
Number of participants with account balances2011-10-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0124
2009: TREASURE COAST HOSPICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01439
Total number of active participants reported on line 7a of the Form 55002009-10-01419
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0171
Total of all active and inactive participants2009-10-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01490
Number of participants with account balances2009-10-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on TREASURE COAST HOSPICE RETIREMENT PLAN

Measure Date Value
2022 : TREASURE COAST HOSPICE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-639,112
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$2,453,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$2,333,469
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,789,614
Value of total assets at end of year2022-09-30$15,026,610
Value of total assets at beginning of year2022-09-30$18,119,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$120,291
Total interest from all sources2022-09-30$68,808
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$496,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$496,706
Administrative expenses professional fees incurred2022-09-30$13,054
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,257,483
Participant contributions at end of year2022-09-30$368,938
Participant contributions at beginning of year2022-09-30$275,704
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$64,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,092,872
Value of net assets at end of year (total assets less liabilities)2022-09-30$15,026,610
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$18,119,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$97,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$11,398,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$15,004,863
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$0
Interest on participant loans2022-09-30$13,209
Interest earned on other investments2022-09-30$55,599
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$3,259,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$2,838,915
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,994,240
Net investment gain/loss from pooled separate accounts2022-09-30$0
Net investment gain or loss from common/collective trusts2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Assets. Invements in employer securities at end of year2022-09-30$0
Assets. Invements in employer securities at beginning of year2022-09-30$0
Contributions received in cash from employer2022-09-30$467,906
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$2,333,469
Contract administrator fees2022-09-30$9,755
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30MSL, P.A.
Accountancy firm EIN2022-09-30593070669
2021 : TREASURE COAST HOSPICE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$4,431,999
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$2,989,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$2,863,323
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Value of total corrective distributions2021-09-30$89
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,581,182
Value of total assets at end of year2021-09-30$18,119,482
Value of total assets at beginning of year2021-09-30$16,676,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$125,912
Total interest from all sources2021-09-30$72,526
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$367,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$367,265
Administrative expenses professional fees incurred2021-09-30$5,033
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$1,122,073
Participant contributions at end of year2021-09-30$275,704
Participant contributions at beginning of year2021-09-30$308,775
Assets. Other investments not covered elsewhere at end of year2021-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$38,915
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,442,675
Value of net assets at end of year (total assets less liabilities)2021-09-30$18,119,482
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$16,676,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$112,065
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$15,004,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$13,333,506
Value of interest in pooled separate accounts at end of year2021-09-30$0
Value of interest in pooled separate accounts at beginning of year2021-09-30$0
Interest on participant loans2021-09-30$12,830
Interest earned on other investments2021-09-30$59,696
Value of interest in common/collective trusts at end of year2021-09-30$0
Value of interest in common/collective trusts at beginning of year2021-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$2,838,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$3,034,526
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$2,411,026
Net investment gain/loss from pooled separate accounts2021-09-30$0
Net investment gain or loss from common/collective trusts2021-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Assets. Invements in employer securities at end of year2021-09-30$0
Assets. Invements in employer securities at beginning of year2021-09-30$0
Contributions received in cash from employer2021-09-30$420,194
Income. Dividends from common stock2021-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$2,863,323
Contract administrator fees2021-09-30$8,737
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30MSL, P.A.
Accountancy firm EIN2021-09-30593070667
2020 : TREASURE COAST HOSPICE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$2,630,901
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$1,518,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$1,385,274
Expenses. Certain deemed distributions of participant loans2020-09-30$19,064
Value of total corrective distributions2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,417,519
Value of total assets at end of year2020-09-30$16,676,807
Value of total assets at beginning of year2020-09-30$15,563,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$113,754
Total interest from all sources2020-09-30$82,101
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$290,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$290,717
Administrative expenses professional fees incurred2020-09-30$8,072
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$1,028,217
Participant contributions at end of year2020-09-30$308,775
Participant contributions at beginning of year2020-09-30$303,287
Assets. Other investments not covered elsewhere at end of year2020-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$26,043
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,112,809
Value of net assets at end of year (total assets less liabilities)2020-09-30$16,676,807
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$15,563,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$98,702
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$13,333,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$12,360,259
Value of interest in pooled separate accounts at end of year2020-09-30$0
Value of interest in pooled separate accounts at beginning of year2020-09-30$0
Interest on participant loans2020-09-30$13,223
Interest earned on other investments2020-09-30$68,878
Value of interest in common/collective trusts at end of year2020-09-30$0
Value of interest in common/collective trusts at beginning of year2020-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$3,034,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$2,900,452
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$840,564
Net investment gain/loss from pooled separate accounts2020-09-30$0
Net investment gain or loss from common/collective trusts2020-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Assets. Invements in employer securities at end of year2020-09-30$0
Assets. Invements in employer securities at beginning of year2020-09-30$0
Contributions received in cash from employer2020-09-30$363,259
Income. Dividends from common stock2020-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$1,385,274
Contract administrator fees2020-09-30$6,874
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30MSL, P.A.
Accountancy firm EIN2020-09-30593070667
2019 : TREASURE COAST HOSPICE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,824,476
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,493,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,367,915
Expenses. Certain deemed distributions of participant loans2019-09-30$9,318
Value of total corrective distributions2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,241,794
Value of total assets at end of year2019-09-30$15,563,998
Value of total assets at beginning of year2019-09-30$16,233,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$116,689
Total interest from all sources2019-09-30$89,794
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$329,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$329,946
Administrative expenses professional fees incurred2019-09-30$11,653
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$868,054
Participant contributions at end of year2019-09-30$303,287
Participant contributions at beginning of year2019-09-30$427,158
Assets. Other investments not covered elsewhere at end of year2019-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$7,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-669,446
Value of net assets at end of year (total assets less liabilities)2019-09-30$15,563,998
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$16,233,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$94,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$12,360,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$12,773,786
Value of interest in pooled separate accounts at end of year2019-09-30$0
Value of interest in pooled separate accounts at beginning of year2019-09-30$0
Interest on participant loans2019-09-30$17,600
Interest earned on other investments2019-09-30$72,194
Value of interest in common/collective trusts at end of year2019-09-30$0
Value of interest in common/collective trusts at beginning of year2019-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$2,900,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$3,032,500
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$162,942
Net investment gain/loss from pooled separate accounts2019-09-30$0
Net investment gain or loss from common/collective trusts2019-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Assets. Invements in employer securities at end of year2019-09-30$0
Assets. Invements in employer securities at beginning of year2019-09-30$0
Contributions received in cash from employer2019-09-30$365,842
Income. Dividends from common stock2019-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,367,915
Contract administrator fees2019-09-30$9,963
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MSL, P.A.
Accountancy firm EIN2019-09-30593070667
2018 : TREASURE COAST HOSPICE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$4,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$2,678,093
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$2,301,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,202,697
Expenses. Certain deemed distributions of participant loans2018-09-30$881
Value of total corrective distributions2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,579,144
Value of total assets at end of year2018-09-30$16,233,444
Value of total assets at beginning of year2018-09-30$15,852,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$97,890
Total interest from all sources2018-09-30$92,112
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$285,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$285,017
Administrative expenses professional fees incurred2018-09-30$0
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$1,112,965
Participant contributions at end of year2018-09-30$427,158
Participant contributions at beginning of year2018-09-30$411,454
Assets. Other investments not covered elsewhere at end of year2018-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$4,887
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$376,625
Value of net assets at end of year (total assets less liabilities)2018-09-30$16,233,444
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$15,852,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$88,392
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$12,773,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$12,433,271
Value of interest in pooled separate accounts at end of year2018-09-30$0
Value of interest in pooled separate accounts at beginning of year2018-09-30$0
Interest on participant loans2018-09-30$17,387
Interest earned on other investments2018-09-30$74,725
Value of interest in common/collective trusts at end of year2018-09-30$0
Value of interest in common/collective trusts at beginning of year2018-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$3,032,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$3,008,012
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$721,820
Net investment gain/loss from pooled separate accounts2018-09-30$0
Net investment gain or loss from common/collective trusts2018-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Assets. Invements in employer securities at end of year2018-09-30$0
Assets. Invements in employer securities at beginning of year2018-09-30$0
Contributions received in cash from employer2018-09-30$461,292
Income. Dividends from common stock2018-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,202,697
Contract administrator fees2018-09-30$9,385
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CROWE, LLP
Accountancy firm EIN2018-09-30350921680
2017 : TREASURE COAST HOSPICE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total transfer of assets to this plan2017-09-30$677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$3,498,848
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,683,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,593,958
Expenses. Certain deemed distributions of participant loans2017-09-30$10,075
Value of total corrective distributions2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$2,080,702
Value of total assets at end of year2017-09-30$15,852,737
Value of total assets at beginning of year2017-09-30$14,036,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$78,994
Total interest from all sources2017-09-30$89,297
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$253,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$253,833
Administrative expenses professional fees incurred2017-09-30$0
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$1,115,810
Participant contributions at end of year2017-09-30$411,454
Participant contributions at beginning of year2017-09-30$505,320
Assets. Other investments not covered elsewhere at end of year2017-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$511,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-09-30$0
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,815,821
Value of net assets at end of year (total assets less liabilities)2017-09-30$15,852,737
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$14,036,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$70,678
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$12,433,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$10,544,939
Value of interest in pooled separate accounts at end of year2017-09-30$0
Value of interest in pooled separate accounts at beginning of year2017-09-30$0
Interest on participant loans2017-09-30$15,608
Interest earned on other investments2017-09-30$73,689
Value of interest in common/collective trusts at end of year2017-09-30$0
Value of interest in common/collective trusts at beginning of year2017-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$3,008,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$2,985,980
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$1,075,016
Net investment gain/loss from pooled separate accounts2017-09-30$0
Net investment gain or loss from common/collective trusts2017-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Assets. Invements in employer securities at end of year2017-09-30$0
Assets. Invements in employer securities at beginning of year2017-09-30$0
Contributions received in cash from employer2017-09-30$453,428
Income. Dividends from common stock2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,593,958
Contract administrator fees2017-09-30$8,215
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30CROWE LLP
Accountancy firm EIN2017-09-30350921680
2016 : TREASURE COAST HOSPICE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total transfer of assets to this plan2016-09-30$40,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,905,829
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$1,813,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$1,769,388
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Value of total corrective distributions2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,835,097
Value of total assets at end of year2016-09-30$14,036,239
Value of total assets at beginning of year2016-09-30$12,903,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$43,883
Total interest from all sources2016-09-30$70,057
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$454,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$454,564
Administrative expenses professional fees incurred2016-09-30$0
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$1,239,381
Participant contributions at end of year2016-09-30$505,320
Participant contributions at beginning of year2016-09-30$364,199
Assets. Other investments not covered elsewhere at end of year2016-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$73,767
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-09-30$0
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,092,558
Value of net assets at end of year (total assets less liabilities)2016-09-30$14,036,239
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$12,903,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$33,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$10,544,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$9,847,600
Value of interest in pooled separate accounts at end of year2016-09-30$0
Value of interest in pooled separate accounts at beginning of year2016-09-30$0
Interest on participant loans2016-09-30$14,081
Interest earned on other investments2016-09-30$55,976
Value of interest in common/collective trusts at end of year2016-09-30$0
Value of interest in common/collective trusts at beginning of year2016-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$2,985,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$2,691,543
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$546,111
Net investment gain/loss from pooled separate accounts2016-09-30$0
Net investment gain or loss from common/collective trusts2016-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Assets. Invements in employer securities at end of year2016-09-30$0
Assets. Invements in employer securities at beginning of year2016-09-30$0
Contributions received in cash from employer2016-09-30$521,949
Income. Dividends from common stock2016-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$1,769,388
Contract administrator fees2016-09-30$10,560
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30CROWE HORWATH LLP
Accountancy firm EIN2016-09-30350921680
2015 : TREASURE COAST HOSPICE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total transfer of assets to this plan2015-09-30$24,970
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$1,692,202
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,756,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,709,493
Expenses. Certain deemed distributions of participant loans2015-09-30$7,744
Value of total corrective distributions2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,846,150
Value of total assets at end of year2015-09-30$12,903,342
Value of total assets at beginning of year2015-09-30$12,943,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$39,749
Total interest from all sources2015-09-30$62,737
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$426,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$426,212
Administrative expenses professional fees incurred2015-09-30$0
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$1,177,937
Participant contributions at end of year2015-09-30$364,199
Participant contributions at beginning of year2015-09-30$349,862
Assets. Other investments not covered elsewhere at end of year2015-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$165,645
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-64,784
Value of net assets at end of year (total assets less liabilities)2015-09-30$12,903,342
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$12,943,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$31,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$9,847,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$9,998,422
Value of interest in pooled separate accounts at end of year2015-09-30$0
Value of interest in pooled separate accounts at beginning of year2015-09-30$0
Interest on participant loans2015-09-30$12,283
Interest earned on other investments2015-09-30$50,454
Value of interest in common/collective trusts at end of year2015-09-30$0
Value of interest in common/collective trusts at beginning of year2015-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$2,691,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$2,594,872
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-642,897
Net investment gain/loss from pooled separate accounts2015-09-30$0
Net investment gain or loss from common/collective trusts2015-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Assets. Invements in employer securities at end of year2015-09-30$0
Assets. Invements in employer securities at beginning of year2015-09-30$0
Contributions received in cash from employer2015-09-30$502,568
Income. Dividends from common stock2015-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,709,493
Contract administrator fees2015-09-30$7,845
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30CROWE HORWATH LLP
Accountancy firm EIN2015-09-30350921680
2014 : TREASURE COAST HOSPICE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$3,415
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,760,017
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$994,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$958,926
Expenses. Certain deemed distributions of participant loans2014-09-30$740
Value of total corrective distributions2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,841,903
Value of total assets at end of year2014-09-30$12,943,156
Value of total assets at beginning of year2014-09-30$11,174,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$34,870
Total interest from all sources2014-09-30$58,161
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$257,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$257,404
Administrative expenses professional fees incurred2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$1,023,788
Participant contributions at end of year2014-09-30$349,862
Participant contributions at beginning of year2014-09-30$183,689
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$336,048
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Other income not declared elsewhere2014-09-30$0
Administrative expenses (other) incurred2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,765,481
Value of net assets at end of year (total assets less liabilities)2014-09-30$12,943,156
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$11,174,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$27,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$9,998,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$8,281,477
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Interest on participant loans2014-09-30$8,089
Interest earned on other investments2014-09-30$50,072
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$2,594,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$2,709,094
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$602,549
Net investment gain/loss from pooled separate accounts2014-09-30$0
Net investment gain or loss from common/collective trusts2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$482,067
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$958,926
Contract administrator fees2014-09-30$7,580
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30CROWE HORWATH LLC
Accountancy firm EIN2014-09-30350921680
2013 : TREASURE COAST HOSPICE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$33,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,723,025
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,326,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,297,930
Expenses. Certain deemed distributions of participant loans2013-09-30$788
Value of total corrective distributions2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$1,690,251
Value of total assets at end of year2013-09-30$11,174,260
Value of total assets at beginning of year2013-09-30$9,744,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$28,028
Total interest from all sources2013-09-30$61,295
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$165,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$165,094
Administrative expenses professional fees incurred2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$808,096
Participant contributions at end of year2013-09-30$183,689
Participant contributions at beginning of year2013-09-30$118,211
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$407,916
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Other income not declared elsewhere2013-09-30$-1,388
Administrative expenses (other) incurred2013-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$1,396,279
Value of net assets at end of year (total assets less liabilities)2013-09-30$11,174,260
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$9,744,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$22,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$8,281,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$6,938,235
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$0
Interest on participant loans2013-09-30$4,885
Interest earned on other investments2013-09-30$56,410
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$2,709,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$2,688,194
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$807,773
Net investment gain/loss from pooled separate accounts2013-09-30$0
Net investment gain or loss from common/collective trusts2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30Yes
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$474,239
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,297,930
Contract administrator fees2013-09-30$6,010
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30CROWE HORWARTH LLC
Accountancy firm EIN2013-09-30350921680
2012 : TREASURE COAST HOSPICE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$14,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,477,611
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$1,047,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$1,021,781
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$1,324,307
Value of total assets at end of year2012-09-30$9,744,640
Value of total assets at beginning of year2012-09-30$8,300,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$25,646
Total interest from all sources2012-09-30$72,230
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$99,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$99,003
Administrative expenses professional fees incurred2012-09-30$3,088
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$738,325
Participant contributions at end of year2012-09-30$118,211
Participant contributions at beginning of year2012-09-30$71,234
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$101,212
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Other income not declared elsewhere2012-09-30$227
Administrative expenses (other) incurred2012-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,430,184
Value of net assets at end of year (total assets less liabilities)2012-09-30$9,744,640
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$8,300,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$16,883
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$6,938,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$5,344,285
Interest on participant loans2012-09-30$2,708
Interest earned on other investments2012-09-30$69,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$2,688,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$2,884,768
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$981,844
Net investment gain/loss from pooled separate accounts2012-09-30$0
Net investment gain or loss from common/collective trusts2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30Yes
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$484,770
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$1,021,781
Contract administrator fees2012-09-30$5,675
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CROWE HORWATH
Accountancy firm EIN2012-09-30035092168
2011 : TREASURE COAST HOSPICE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$2,464,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$1,008,915
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$561,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$542,315
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$1,284,874
Value of total assets at end of year2011-09-30$5,015,136
Value of total assets at beginning of year2011-09-30$2,103,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$19,643
Total interest from all sources2011-09-30$13,881
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$8,751
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$817,434
Participant contributions at end of year2011-09-30$71,234
Participant contributions at beginning of year2011-09-30$779
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$1,587
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Other income not declared elsewhere2011-09-30$-21,560
Administrative expenses (other) incurred2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$446,957
Value of net assets at end of year (total assets less liabilities)2011-09-30$5,015,136
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,103,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$5,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$4,045,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$1,142,489
Value of interest in pooled separate accounts at end of year2011-09-30$0
Value of interest in pooled separate accounts at beginning of year2011-09-30$0
Interest on participant loans2011-09-30$874
Interest earned on other investments2011-09-30$13,007
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$898,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$960,305
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-268,280
Net investment gain/loss from pooled separate accounts2011-09-30$0
Net investment gain or loss from common/collective trusts2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$465,853
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$542,315
Contract administrator fees2011-09-30$5,205
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30CROWE HORWATH LLP
Accountancy firm EIN2011-09-30350921680
2010 : TREASURE COAST HOSPICE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for TREASURE COAST HOSPICE RETIREMENT PLAN

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

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67716
Policy instance 2
Insurance contract or identification number67716
Number of Individuals Covered98
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $866
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 Administration1
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
Commission paid to Insurance BrokerUSD $756
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60559
Policy instance 1
Insurance contract or identification numberMR 60559
Number of Individuals Covered766
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67716
Policy instance 2
Insurance contract or identification number67716
Number of Individuals Covered105
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $882
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 Administration1
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
Commission paid to Insurance BrokerUSD $762
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60559
Policy instance 1
Insurance contract or identification numberMR 60559
Number of Individuals Covered698
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67716
Policy instance 2
Insurance contract or identification number67716
Number of Individuals Covered119
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $849
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 Administration1
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
Commission paid to Insurance BrokerUSD $42
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60559
Policy instance 1
Insurance contract or identification numberMR 60559
Number of Individuals Covered671
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67716
Policy instance 2
Insurance contract or identification number67716
Number of Individuals Covered119
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $931
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 Administration1
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
Commission paid to Insurance BrokerUSD $801
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60559
Policy instance 1
Insurance contract or identification numberMR 60559
Number of Individuals Covered621
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60559
Policy instance 1
Insurance contract or identification numberMR 60559
Number of Individuals Covered593
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67716
Policy instance 2
Insurance contract or identification number67716
Number of Individuals Covered130
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $941
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?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

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