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ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 401k Plan overview

Plan NameALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN
Plan identification number 001

ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LIVEWELL has sponsored the creation of one or more 401k plans.

Company Name:LIVEWELL
Employer identification number (EIN):223068632
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN

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
0012017-01-01
0012016-01-01
0012015-01-01ANNE MCCARTY
0012014-01-01ANNE MCCARTY
0012013-01-01KARYN FRYER
0012012-01-01KARYN FRYER
0012011-01-01MICHAEL SMITH
0012009-01-01KARYN L. FRYER KARYN L. FRYER2010-08-18

Plan Statistics for ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN

401k plan membership statisitcs for ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN

Measure Date Value
2022: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01248
Total number of active participants reported on line 7a of the Form 55002022-01-01205
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01245
Number of participants with account balances2022-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01277
Total number of active participants reported on line 7a of the Form 55002021-01-01181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01248
Number of participants with account balances2021-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01289
Number of participants with account balances2020-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01257
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01272
Number of participants with account balances2019-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01203
Total number of active participants reported on line 7a of the Form 55002018-01-01216
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01261
Number of participants with account balances2018-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01213
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01211
Number of participants with account balances2016-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01179
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01213
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01205
Number of participants with account balances2014-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-0134
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01204
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01201
Total number of active participants reported on line 7a of the Form 55002012-01-01165
Number of retired or separated participants receiving benefits2012-01-0145
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01210
Number of participants with account balances2012-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01199
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01201
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01196
Number of participants with account balances2009-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN

Measure Date Value
2022 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-967,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,753,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,745,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,054,501
Value of total assets at end of year2022-12-31$11,772,264
Value of total assets at beginning of year2022-12-31$14,493,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,150
Total interest from all sources2022-12-31$12,555
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$642,197
Participant contributions at end of year2022-12-31$320,540
Participant contributions at beginning of year2022-12-31$259,739
Participant contributions at end of year2022-12-31$3,089
Participant contributions at beginning of year2022-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,721,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,772,264
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,493,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$10,689,899
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,608,395
Interest on participant loans2022-12-31$12,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$401,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,284,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,034,667
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$357,297
Employer contributions (assets) at end of year2022-12-31$357,297
Employer contributions (assets) at beginning of year2022-12-31$340,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,745,545
Contract administrator fees2022-12-31$8,150
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 name2022-12-31MARCUM. LLP
Accountancy firm EIN2022-12-31111986323
2021 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,450,814
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$840,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$834,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$974,331
Value of total assets at end of year2021-12-31$14,493,570
Value of total assets at beginning of year2021-12-31$12,883,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,080
Total interest from all sources2021-12-31$11,779
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$618,423
Participant contributions at end of year2021-12-31$259,739
Participant contributions at beginning of year2021-12-31$288,448
Participant contributions at end of year2021-12-31$68
Participant contributions at beginning of year2021-12-31$233
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,610,523
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,493,570
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,883,047
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 pooled separate accounts at end of year2021-12-31$12,608,395
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,913,928
Interest on participant loans2021-12-31$11,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,284,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,337,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,464,704
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$340,773
Employer contributions (assets) at end of year2021-12-31$340,773
Employer contributions (assets) at beginning of year2021-12-31$342,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$834,211
Contract administrator fees2021-12-31$6,080
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MARCUM. LLP
Accountancy firm EIN2021-12-31111986323
2020 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,508,886
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$408,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$403,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,008,222
Value of total assets at end of year2020-12-31$12,883,047
Value of total assets at beginning of year2020-12-31$10,783,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,620
Total interest from all sources2020-12-31$13,491
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$618,735
Participant contributions at end of year2020-12-31$288,448
Participant contributions at beginning of year2020-12-31$250,886
Participant contributions at end of year2020-12-31$233
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$46,887
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$2,099,997
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,883,047
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,783,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,913,928
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,993,711
Interest on participant loans2020-12-31$13,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,337,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,226,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,487,173
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$342,600
Employer contributions (assets) at end of year2020-12-31$342,600
Employer contributions (assets) at beginning of year2020-12-31$312,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$403,269
Contract administrator fees2020-12-31$5,620
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,488,755
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$315,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$310,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,039,325
Value of total assets at end of year2019-12-31$10,783,050
Value of total assets at beginning of year2019-12-31$8,609,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,867
Total interest from all sources2019-12-31$11,196
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$580,616
Participant contributions at end of year2019-12-31$250,886
Participant contributions at beginning of year2019-12-31$320,090
Participant contributions at beginning of year2019-12-31$10,681
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$146,306
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$2,173,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,783,050
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,609,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,993,711
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,944,123
Interest on participant loans2019-12-31$11,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,226,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,131,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,438,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$312,403
Employer contributions (assets) at end of year2019-12-31$312,403
Employer contributions (assets) at beginning of year2019-12-31$202,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$310,566
Contract administrator fees2019-12-31$4,867
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
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 name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$413,612
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$342,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$318,013
Expenses. Certain deemed distributions of participant loans2018-12-31$21,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$720,022
Value of total assets at end of year2018-12-31$8,609,728
Value of total assets at beginning of year2018-12-31$8,538,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,130
Total interest from all sources2018-12-31$10,038
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$3,130
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$502,049
Participant contributions at end of year2018-12-31$320,090
Participant contributions at beginning of year2018-12-31$253,721
Participant contributions at end of year2018-12-31$10,681
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,985
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$70,836
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,609,728
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,538,892
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 pooled separate accounts at end of year2018-12-31$6,944,123
Interest on participant loans2018-12-31$10,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,131,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,093,431
Net investment gain/loss from pooled separate accounts2018-12-31$-316,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$202,988
Employer contributions (assets) at end of year2018-12-31$202,988
Employer contributions (assets) at beginning of year2018-12-31$191,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$318,013
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
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,777,548
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$476,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,064
Expenses. Certain deemed distributions of participant loans2017-12-31$17,080
Value of total corrective distributions2017-12-31$13,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$661,581
Value of total assets at end of year2017-12-31$8,538,892
Value of total assets at beginning of year2017-12-31$7,237,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,287
Total interest from all sources2017-12-31$7,653
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$174,774
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$459,353
Participant contributions at end of year2017-12-31$253,721
Participant contributions at beginning of year2017-12-31$194,685
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,488
Other income not declared elsewhere2017-12-31$-606
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$1,301,339
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,538,892
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,237,553
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$8,093,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,865,968
Interest on participant loans2017-12-31$7,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$934,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$191,740
Employer contributions (assets) at end of year2017-12-31$191,740
Employer contributions (assets) at beginning of year2017-12-31$176,043
Income. Dividends from preferred stock2017-12-31$174,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,064
Contract administrator fees2017-12-31$2,287
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,031,105
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$476,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$457,465
Value of total corrective distributions2016-12-31$2,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$585,937
Value of total assets at end of year2016-12-31$7,237,553
Value of total assets at beginning of year2016-12-31$6,682,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,480
Total interest from all sources2016-12-31$4,439
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$197,795
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$408,939
Participant contributions at end of year2016-12-31$194,685
Participant contributions at beginning of year2016-12-31$166,246
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$333
Other income not declared elsewhere2016-12-31$8,288
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$554,876
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,237,553
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,682,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,865,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,337,316
Interest on participant loans2016-12-31$4,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$234,646
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$176,665
Employer contributions (assets) at end of year2016-12-31$176,043
Employer contributions (assets) at beginning of year2016-12-31$178,827
Income. Dividends from preferred stock2016-12-31$197,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$457,465
Contract administrator fees2016-12-31$16,480
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$565,540
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$418,882
Value of total corrective distributions2015-12-31$2,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$582,543
Value of total assets at end of year2015-12-31$6,682,677
Value of total assets at beginning of year2015-12-31$6,554,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,590
Total interest from all sources2015-12-31$6,201
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$288,368
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$402,997
Participant contributions at end of year2015-12-31$166,246
Participant contributions at beginning of year2015-12-31$215,264
Participant contributions at beginning of year2015-12-31$16,634
Other income not declared elsewhere2015-12-31$8,687
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$127,784
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,682,677
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,554,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,337,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,162,598
Interest on participant loans2015-12-31$6,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-320,259
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$179,546
Employer contributions (assets) at end of year2015-12-31$178,827
Employer contributions (assets) at beginning of year2015-12-31$160,397
Income. Dividends from preferred stock2015-12-31$288,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$418,882
Contract administrator fees2015-12-31$16,590
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$916,205
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$710,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$707,479
Value of total corrective distributions2014-12-31$1,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$545,534
Value of total assets at end of year2014-12-31$6,554,893
Value of total assets at beginning of year2014-12-31$6,349,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,681
Total interest from all sources2014-12-31$4,854
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$207,319
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$382,384
Participant contributions at end of year2014-12-31$215,264
Participant contributions at beginning of year2014-12-31$144,324
Participant contributions at end of year2014-12-31$16,634
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,753
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$205,736
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,554,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,349,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,162,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,036,793
Interest on participant loans2014-12-31$4,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,498
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$160,397
Employer contributions (assets) at end of year2014-12-31$160,397
Employer contributions (assets) at beginning of year2014-12-31$168,040
Income. Dividends from preferred stock2014-12-31$207,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$707,479
Contract administrator fees2014-12-31$1,681
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,571,417
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$369,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$368,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$550,792
Value of total assets at end of year2013-12-31$6,181,117
Value of total assets at beginning of year2013-12-31$4,979,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,575
Total interest from all sources2013-12-31$5,501
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$127,841
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$384,848
Participant contributions at end of year2013-12-31$144,324
Participant contributions at beginning of year2013-12-31$113,630
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$5,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,201,644
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,181,117
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,979,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,036,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,865,843
Interest on participant loans2013-12-31$5,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$887,283
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$164,998
Income. Dividends from preferred stock2013-12-31$127,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$362,525
Contract administrator fees2013-12-31$1,575
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SASLOW LUFKIN & BUGGY, LLP
Accountancy firm EIN2013-12-31061533253
2012 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,348,817
Total loss/gain on sale of assets2012-12-31$272,204
Total of all expenses incurred2012-12-31$114,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$89,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$580,331
Value of total assets at end of year2012-12-31$4,979,473
Value of total assets at beginning of year2012-12-31$3,745,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$24,733
Total interest from all sources2012-12-31$24,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$389,675
Participant contributions at end of year2012-12-31$113,630
Participant contributions at beginning of year2012-12-31$132,168
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,410
Other income not declared elsewhere2012-12-31$2,660
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$1,234,281
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,979,473
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,745,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,865,843
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,086,250
Interest on participant loans2012-12-31$6,375
Interest earned on other investments2012-12-31$18,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$526,774
Net investment gain/loss from pooled separate accounts2012-12-31$469,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$183,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$89,803
Contract administrator fees2012-12-31$24,733
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$272,204
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$555,202
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$315,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$290,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$586,327
Value of total assets at end of year2011-12-31$3,745,192
Value of total assets at beginning of year2011-12-31$3,505,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,900
Total interest from all sources2011-12-31$23,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$406,614
Participant contributions at end of year2011-12-31$132,168
Participant contributions at beginning of year2011-12-31$81,415
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,297
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$239,385
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,745,192
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,505,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,086,250
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,851,236
Interest on participant loans2011-12-31$4,603
Interest earned on other investments2011-12-31$18,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$526,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$573,156
Net investment gain/loss from pooled separate accounts2011-12-31$-54,149
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$178,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$290,917
Contract administrator fees2011-12-31$24,900
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$939,038
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$78,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$58,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$543,719
Value of total assets at end of year2010-12-31$3,505,807
Value of total assets at beginning of year2010-12-31$2,645,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,586
Total interest from all sources2010-12-31$20,020
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$387,125
Participant contributions at end of year2010-12-31$81,415
Participant contributions at beginning of year2010-12-31$78,410
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$867
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$860,539
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,505,807
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,645,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,851,236
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,110,112
Interest on participant loans2010-12-31$4,191
Interest earned on other investments2010-12-31$15,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$573,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$456,746
Net investment gain/loss from pooled separate accounts2010-12-31$375,299
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$155,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$58,913
Contract administrator fees2010-12-31$19,586
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CCR LLP
Accountancy firm EIN2010-12-31043069946

Form 5500 Responses for ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN

2022: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALZHEIMER'S RESOURCE CENTER OF CT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B239
Policy instance 1
Insurance contract or identification number81B239
Number of Individuals Covered187
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23,747
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,747
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B239
Policy instance 1
Insurance contract or identification number81B239
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,280
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
Commission paid to Insurance BrokerUSD $26,280
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B239
Policy instance 1
Insurance contract or identification number81B239
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,066
Total amount of fees paid to insurance companyUSD $9,229
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
Commission paid to Insurance BrokerUSD $21,066
Insurance broker organization code?3
Amount paid for insurance broker fees9229
Additional information about fees paid to insurance brokerTPA ADMINISTRATION FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B239
Policy instance 1
Insurance contract or identification number81B239
Number of Individuals Covered236
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,264
Total amount of fees paid to insurance companyUSD $21,834
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
Commission paid to Insurance BrokerUSD $18,264
Insurance broker organization code?3
Amount paid for insurance broker fees21834
Additional information about fees paid to insurance brokerTPA ADMINISTRATION FEES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81B239
Policy instance 1
Insurance contract or identification number81B239
Number of Individuals Covered225
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,420
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
Commission paid to Insurance BrokerUSD $1,420
Insurance broker organization code?3

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