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DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 401k Plan overview

Plan NameDEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.
Plan identification number 001

DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name:VISITING NURSE ASSOCIATION HEALTH GROUP, INC.
Employer identification number (EIN):222500029
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHEILA CHELEDNIK SHEILA CHELEDNIK2018-10-12
0012016-01-01JOHN HARZ JOHN HARZ2017-10-16
0012015-01-01JOHN HARZ JOHN HARZ2016-10-13
0012014-01-01JOHN HARZ JOHN HARZ2015-09-17
0012013-01-01JOHN HARZ JOHN HARZ2014-10-13
0012012-01-01JOHN HARZ JOHN HARZ2013-10-10
0012011-01-01JOHN HARZ JOHN HARZ2012-07-12
0012010-01-01JOHN HARZ JOHN HARZ2011-10-11
0012009-01-01JOHN HARZ JOHN HARZ2010-10-07

Plan Statistics for DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

401k plan membership statisitcs for DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

Measure Date Value
2022: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-012,001
Total number of active participants reported on line 7a of the Form 55002022-01-011,612
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-01340
Total of all active and inactive participants2022-01-011,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,965
Number of participants with account balances2022-01-011,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,867
Total number of active participants reported on line 7a of the Form 55002021-01-011,636
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01351
Total of all active and inactive participants2021-01-012,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,001
Number of participants with account balances2021-01-012,001
2020: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,844
Total number of active participants reported on line 7a of the Form 55002020-01-011,531
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01336
Total of all active and inactive participants2020-01-011,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,867
Number of participants with account balances2020-01-011,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,628
Total number of active participants reported on line 7a of the Form 55002019-01-011,619
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01225
Total of all active and inactive participants2019-01-011,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,844
Number of participants with account balances2019-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,646
Total number of active participants reported on line 7a of the Form 55002018-01-011,487
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-011,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,628
Number of participants with account balances2018-01-011,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,536
Total number of active participants reported on line 7a of the Form 55002017-01-011,191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01455
Total of all active and inactive participants2017-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,646
Number of participants with account balances2017-01-011,646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,138
Total number of active participants reported on line 7a of the Form 55002016-01-011,152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01384
Total of all active and inactive participants2016-01-011,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,536
Number of participants with account balances2016-01-011,536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,030
Total number of active participants reported on line 7a of the Form 55002015-01-01837
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01301
Total of all active and inactive participants2015-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,138
Number of participants with account balances2015-01-011,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01993
Total number of active participants reported on line 7a of the Form 55002014-01-01756
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01274
Total of all active and inactive participants2014-01-011,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,030
Number of participants with account balances2014-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01973
Total number of active participants reported on line 7a of the Form 55002013-01-01748
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01245
Total of all active and inactive participants2013-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01993
Number of participants with account balances2013-01-01993
2012: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,117
Total number of active participants reported on line 7a of the Form 55002012-01-01756
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01217
Total of all active and inactive participants2012-01-01973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01973
Number of participants with account balances2012-01-01973
2011: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,023
Total number of active participants reported on line 7a of the Form 55002011-01-01768
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01349
Total of all active and inactive participants2011-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,117
Number of participants with account balances2011-01-011,117
2010: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01935
Total number of active participants reported on line 7a of the Form 55002010-01-01721
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01302
Total of all active and inactive participants2010-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,023
Number of participants with account balances2010-01-011,023
2009: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01842
Total number of active participants reported on line 7a of the Form 55002009-01-01646
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01289
Total of all active and inactive participants2009-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01935
Number of participants with account balances2009-01-01935

Financial Data on DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

Measure Date Value
2022 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,934,549
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,600,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,512,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,826,087
Value of total assets at end of year2022-12-31$55,862,590
Value of total assets at beginning of year2022-12-31$65,397,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$87,878
Total interest from all sources2022-12-31$161,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$719,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$719,609
Administrative expenses professional fees incurred2022-12-31$22,525
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,789,986
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$8,501,622
Other income not declared elsewhere2022-12-31$136,960
Administrative expenses (other) incurred2022-12-31$126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,534,611
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,862,590
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$65,397,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,072,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,895,579
Interest earned on other investments2022-12-31$161,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,778,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,826,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,512,184
Contract administrator fees2022-12-31$15,227
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOLMAN FRENIA ALLISON, PC
Accountancy firm EIN2022-12-31223480145
2021 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,631,202
Total unrealized appreciation/depreciation of assets2021-12-31$2,631,202
Total income from all sources (including contributions)2021-12-31$12,143,456
Total of all expenses incurred2021-12-31$3,325,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,196,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,798,212
Value of total assets at end of year2021-12-31$65,397,201
Value of total assets at beginning of year2021-12-31$56,578,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,265
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$654,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$654,543
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,798,212
Amount contributed by the employer to the plan for this plan year2021-12-31$4,798,212
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$8,501,622
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,157,573
Other income not declared elsewhere2021-12-31$101,621
Administrative expenses (other) incurred2021-12-31$128,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,818,434
Value of net assets at end of year (total assets less liabilities)2021-12-31$65,397,201
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,578,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,895,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,421,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,957,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,798,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,196,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HFA PC
Accountancy firm EIN2021-12-31223480145
2020 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,726,559
Total unrealized appreciation/depreciation of assets2020-12-31$3,726,559
Total income from all sources (including contributions)2020-12-31$11,470,012
Total loss/gain on sale of assets2020-12-31$418,692
Total of all expenses incurred2020-12-31$2,438,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,354,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,481,555
Value of total assets at end of year2020-12-31$56,578,767
Value of total assets at beginning of year2020-12-31$47,547,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,734
Total interest from all sources2020-12-31$260,927
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,582,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$22,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,481,555
Amount contributed by the employer to the plan for this plan year2020-12-31$4,481,555
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,157,573
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$448,042
Administrative expenses (other) incurred2020-12-31$699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,031,449
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,578,767
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,547,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$47,421,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$38,900,787
Interest earned on other investments2020-12-31$80,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$180,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,198,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,481,555
Income. Dividends from common stock2020-12-31$2,582,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,354,829
Contract administrator fees2020-12-31$10,600
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$418,692
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NERAL & COMPANY, PA
Accountancy firm EIN2020-12-31222321692
2019 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,910,489
Total unrealized appreciation/depreciation of assets2019-12-31$4,910,489
Total income from all sources (including contributions)2019-12-31$11,426,261
Total loss/gain on sale of assets2019-12-31$312,951
Total of all expenses incurred2019-12-31$2,716,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,624,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,208,810
Value of total assets at end of year2019-12-31$47,547,318
Value of total assets at beginning of year2019-12-31$38,837,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,069
Total interest from all sources2019-12-31$208,124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,785,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$27,001
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,208,810
Amount contributed by the employer to the plan for this plan year2019-12-31$4,208,810
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$448,042
Administrative expenses (other) incurred2019-12-31$15,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,709,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,547,318
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,837,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$38,900,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,089,837
Interest earned on other investments2019-12-31$62,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$145,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,198,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,748,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,208,810
Income. Dividends from common stock2019-12-31$1,785,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,624,797
Contract administrator fees2019-12-31$11,720
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$312,951
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NERAL & COMPANY, PA
Accountancy firm EIN2019-12-31222321692
2018 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,592,453
Total unrealized appreciation/depreciation of assets2018-12-31$-4,592,453
Total income from all sources (including contributions)2018-12-31$1,821,150
Total loss/gain on sale of assets2018-12-31$174,761
Total of all expenses incurred2018-12-31$2,462,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,355,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,699,417
Value of total assets at end of year2018-12-31$38,837,923
Value of total assets at beginning of year2018-12-31$39,479,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,636
Total interest from all sources2018-12-31$262,646
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,276,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,699,417
Amount contributed by the employer to the plan for this plan year2018-12-31$3,699,417
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$17,622
Administrative expenses (other) incurred2018-12-31$58,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-641,254
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,837,923
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,479,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,089,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,348,397
Interest earned on other investments2018-12-31$120,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$142,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,748,086
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,113,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,699,417
Income. Dividends from common stock2018-12-31$2,276,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,355,768
Contract administrator fees2018-12-31$48,222
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$174,761
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NERAL & COMPANY, PA
Accountancy firm EIN2018-12-31222321692
2017 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,936,262
Total unrealized appreciation/depreciation of assets2017-12-31$2,936,262
Total income from all sources (including contributions)2017-12-31$8,312,123
Total loss/gain on sale of assets2017-12-31$274,811
Total of all expenses incurred2017-12-31$2,035,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,963,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,589,033
Value of total assets at end of year2017-12-31$39,479,177
Value of total assets at beginning of year2017-12-31$33,202,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,472
Total interest from all sources2017-12-31$249,221
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,262,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,589,033
Amount contributed by the employer to the plan for this plan year2017-12-31$3,589,033
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$17,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$17,622
Administrative expenses (other) incurred2017-12-31$16,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,276,187
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,479,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,202,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,348,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,650,576
Interest earned on other investments2017-12-31$104,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$145,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,113,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,552,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,589,033
Income. Dividends from common stock2017-12-31$1,262,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,963,464
Contract administrator fees2017-12-31$55,502
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$274,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NERAL & COMPANY, PA
Accountancy firm EIN2017-12-31222321692
2016 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-90,054
Total unrealized appreciation/depreciation of assets2016-12-31$-90,054
Total income from all sources (including contributions)2016-12-31$5,042,860
Total loss/gain on sale of assets2016-12-31$666,422
Total of all expenses incurred2016-12-31$2,097,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,034,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,394,736
Value of total assets at end of year2016-12-31$33,202,990
Value of total assets at beginning of year2016-12-31$30,257,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$62,302
Total interest from all sources2016-12-31$283,627
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$788,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,394,736
Amount contributed by the employer to the plan for this plan year2016-12-31$3,394,736
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$21,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,945,855
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,202,990
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,257,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,650,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,314,676
Interest earned on other investments2016-12-31$67,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$216,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,552,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,920,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,394,736
Income. Dividends from common stock2016-12-31$788,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,034,703
Contract administrator fees2016-12-31$39,568
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$666,422
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NERAL & COMPANY, PA
Accountancy firm EIN2016-12-31222321692
2015 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-673,781
Total unrealized appreciation/depreciation of assets2015-12-31$-673,781
Total income from all sources (including contributions)2015-12-31$2,220,985
Total loss/gain on sale of assets2015-12-31$-205,401
Total of all expenses incurred2015-12-31$2,076,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,053,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,162,428
Value of total assets at end of year2015-12-31$30,257,135
Value of total assets at beginning of year2015-12-31$30,113,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,215
Total interest from all sources2015-12-31$272,871
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$664,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,162,428
Amount contributed by the employer to the plan for this plan year2015-12-31$2,162,428
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$21,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$144,104
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,257,135
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,113,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$23,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,314,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,914,224
Interest earned on other investments2015-12-31$9,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$263,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,920,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,198,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,162,428
Income. Dividends from common stock2015-12-31$664,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,053,666
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-205,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NERAL & COMPANY, PA
Accountancy firm EIN2015-12-31222321692
2014 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-572,791
Total unrealized appreciation/depreciation of assets2014-12-31$-572,791
Total income from all sources (including contributions)2014-12-31$3,045,200
Total loss/gain on sale of assets2014-12-31$245,068
Total of all expenses incurred2014-12-31$2,509,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,489,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,019,019
Value of total assets at end of year2014-12-31$30,113,031
Value of total assets at beginning of year2014-12-31$29,577,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,494
Total interest from all sources2014-12-31$295,077
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,058,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$2,019,019
Amount contributed by the employer to the plan for this plan year2014-12-31$2,019,019
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$535,469
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,113,031
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,577,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,914,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,187,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$295,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,198,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,390,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,019,019
Income. Dividends from common stock2014-12-31$1,058,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,489,237
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$245,068
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NERAL & COMPANY, PA
Accountancy firm EIN2014-12-31222321692
2013 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,536,577
Total unrealized appreciation/depreciation of assets2013-12-31$2,536,577
Total income from all sources (including contributions)2013-12-31$5,417,406
Total loss/gain on sale of assets2013-12-31$140,276
Total of all expenses incurred2013-12-31$1,204,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,187,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,950,886
Value of total assets at end of year2013-12-31$29,577,562
Value of total assets at beginning of year2013-12-31$25,365,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,361
Total interest from all sources2013-12-31$324,254
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$465,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,950,886
Amount contributed by the employer to the plan for this plan year2013-12-31$1,950,886
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,212,543
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,577,562
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,365,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,361
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,187,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,713,800
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$324,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,390,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,651,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,950,886
Income. Dividends from common stock2013-12-31$465,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,187,502
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$140,276
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NERAL & COMPANY, PA
Accountancy firm EIN2013-12-31222321692
2012 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,283,464
Total unrealized appreciation/depreciation of assets2012-12-31$1,283,464
Total income from all sources (including contributions)2012-12-31$4,203,032
Total loss/gain on sale of assets2012-12-31$186,851
Total of all expenses incurred2012-12-31$2,795,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,779,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,146,471
Value of total assets at end of year2012-12-31$25,365,019
Value of total assets at beginning of year2012-12-31$23,957,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,948
Total interest from all sources2012-12-31$363,361
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$222,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$2,146,471
Amount contributed by the employer to the plan for this plan year2012-12-31$2,146,471
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,407,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,365,019
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,957,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,713,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,389,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$363,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,651,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,567,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,146,471
Income. Dividends from common stock2012-12-31$222,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,779,941
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$186,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NERAL & COMPANY, PA
Accountancy firm EIN2012-12-31222321692
2011 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-649,449
Total unrealized appreciation/depreciation of assets2011-12-31$-649,449
Total income from all sources (including contributions)2011-12-31$1,958,014
Total loss/gain on sale of assets2011-12-31$83,552
Total of all expenses incurred2011-12-31$1,495,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,478,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,952,939
Value of total assets at end of year2011-12-31$23,957,876
Value of total assets at beginning of year2011-12-31$23,494,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,684
Total interest from all sources2011-12-31$397,593
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$173,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,952,939
Amount contributed by the employer to the plan for this plan year2011-12-31$1,952,939
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$463,014
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,957,876
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,494,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$16,684
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,389,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,077,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$397,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,567,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,417,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,952,939
Income. Dividends from common stock2011-12-31$173,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,478,316
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$83,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NERAL & COMPANY, PA
Accountancy firm EIN2011-12-31222321692
2010 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,335,030
Total unrealized appreciation/depreciation of assets2010-12-31$1,335,030
Total income from all sources (including contributions)2010-12-31$3,828,674
Total loss/gain on sale of assets2010-12-31$29,573
Total of all expenses incurred2010-12-31$1,011,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$995,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,904,303
Value of total assets at end of year2010-12-31$23,494,862
Value of total assets at beginning of year2010-12-31$20,677,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,871
Total interest from all sources2010-12-31$404,826
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$154,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,904,303
Amount contributed by the employer to the plan for this plan year2010-12-31$1,904,303
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,817,593
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,494,862
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,677,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,077,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,290,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$404,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,417,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,387,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,904,303
Income. Dividends from common stock2010-12-31$154,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$995,210
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$29,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NERAL & COMPANY, PA
Accountancy firm EIN2010-12-31222321692
2009 : DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$1,789,897
Amount contributed by the employer to the plan for this plan year2009-12-31$1,789,897

Form 5500 Responses for DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC.

2022: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED CONTRIBUTION PLAN OF THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered223
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered1628
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered1646
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,313
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,739
Insurance broker organization code?3
Insurance broker nameMML INVESTORS SERVICES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered1138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,869
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,869
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered1030
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,461
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,461
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered993
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,631
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,631
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered973
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008453
Policy instance 2
Insurance contract or identification numberF008453
Number of Individuals Covered538
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,221
Total amount of fees paid to insurance companyUSD $4,609
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $43,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered1117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF008453
Policy instance 2
Insurance contract or identification numberF008453
Number of Individuals Covered503
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,094
Total amount of fees paid to insurance companyUSD $2,509
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,094
Insurance broker organization code?3
Amount paid for insurance broker fees2509
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker nameRAYANT INSURANCE AGENCY
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1009609-01
Policy instance 1
Insurance contract or identification number1009609-01
Number of Individuals Covered944
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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