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GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameGOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN
Plan identification number 001

GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

GOOD SHEPHERD REHABILITATION NETWORK has sponsored the creation of one or more 401k plans.

Company Name:GOOD SHEPHERD REHABILITATION NETWORK
Employer identification number (EIN):231371947
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK SNEFF
0012016-01-01MARK SNEFF
0012015-01-01KRISTEN MELAN
0012014-01-01LAURA PORTER
0012013-01-01LAURA PORTER
0012012-01-01LAURA PORTER DANIEL C. CONFALONE2013-10-07
0012011-01-01KEITH FEINOUR DANIEL C. CONFALONE2012-10-11
0012010-01-01KEITH FEINOUR DANIEL C. CONFALONE2011-10-12
0012009-01-01KEITH FEINOUR ANTHONY R. BONGIOVANNI2010-10-12

Plan Statistics for GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN

401k plan membership statisitcs for GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN

Measure Date Value
2022: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31110,091,019
Acturial value of plan assets2022-12-31110,091,019
Funding target for retired participants and beneficiaries receiving payment2022-12-3145,075,812
Number of terminated vested participants2022-12-31407
Fundng target for terminated vested participants2022-12-3116,563,449
Active participant vested funding target2022-12-3119,453,840
Number of active participants2022-12-31177
Total funding liabilities for active participants2022-12-3119,453,840
Total participant count2022-12-311,068
Total funding target for all participants2022-12-3181,093,101
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3119,925,266
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3119,925,266
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3121,620,906
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31615,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,060
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Number of retired or separated participants receiving benefits2022-01-01474
Number of other retired or separated participants entitled to future benefits2022-01-01393
Total of all active and inactive participants2022-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-011,048
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31105,700,300
Acturial value of plan assets2021-12-31105,700,300
Funding target for retired participants and beneficiaries receiving payment2021-12-3137,933,817
Number of terminated vested participants2021-12-31338
Fundng target for terminated vested participants2021-12-3116,486,328
Active participant vested funding target2021-12-3123,292,020
Number of active participants2021-12-31290
Total funding liabilities for active participants2021-12-3123,292,020
Total participant count2021-12-311,081
Total funding target for all participants2021-12-3177,712,165
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3117,518,257
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3117,518,257
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3119,925,266
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31700,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,079
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Number of retired or separated participants receiving benefits2021-01-01456
Number of other retired or separated participants entitled to future benefits2021-01-01406
Total of all active and inactive participants2021-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0125
Total participants2021-01-011,064
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3196,640,817
Acturial value of plan assets2020-12-3196,640,817
Funding target for retired participants and beneficiaries receiving payment2020-12-3138,222,022
Number of terminated vested participants2020-12-31318
Fundng target for terminated vested participants2020-12-3114,823,805
Active participant vested funding target2020-12-3125,122,985
Number of active participants2020-12-31328
Total funding liabilities for active participants2020-12-3125,278,530
Total participant count2020-12-311,102
Total funding target for all participants2020-12-3178,324,357
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3115,941,781
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,232,917
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3114,708,864
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3117,518,257
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31400,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,096
Total number of active participants reported on line 7a of the Form 55002020-01-01290
Number of retired or separated participants receiving benefits2020-01-01422
Number of other retired or separated participants entitled to future benefits2020-01-01337
Total of all active and inactive participants2020-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0125
Total participants2020-01-011,074
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3184,134,859
Acturial value of plan assets2019-12-3184,134,859
Funding target for retired participants and beneficiaries receiving payment2019-12-3135,422,484
Number of terminated vested participants2019-12-31303
Fundng target for terminated vested participants2019-12-3111,955,094
Active participant vested funding target2019-12-3127,946,662
Number of active participants2019-12-31372
Total funding liabilities for active participants2019-12-3128,098,655
Total participant count2019-12-311,100
Total funding target for all participants2019-12-3175,476,233
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3116,552,571
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3116,552,571
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3115,941,781
Total employer contributions2019-12-31400,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31365,506
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31415,000
Net shortfall amortization installment of oustanding balance2019-12-317,283,155
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,598,423
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,232,917
Additional cash requirement2019-12-31365,506
Contributions allocatedtoward minimum required contributions for current year2019-12-31365,506
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,110
Total number of active participants reported on line 7a of the Form 55002019-01-01328
Number of retired or separated participants receiving benefits2019-01-01426
Number of other retired or separated participants entitled to future benefits2019-01-01318
Total of all active and inactive participants2019-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3190,696,201
Acturial value of plan assets2018-12-3190,696,201
Funding target for retired participants and beneficiaries receiving payment2018-12-3125,296,277
Number of terminated vested participants2018-12-31339
Fundng target for terminated vested participants2018-12-3116,424,389
Active participant vested funding target2018-12-3128,812,005
Number of active participants2018-12-31413
Total funding liabilities for active participants2018-12-3128,997,127
Total participant count2018-12-311,128
Total funding target for all participants2018-12-3170,717,793
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3116,560,249
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,779,848
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3114,780,401
Present value of excess contributions2018-12-31318,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31356,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3116,552,571
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,839,422
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,127
Total number of active participants reported on line 7a of the Form 55002018-01-01372
Number of retired or separated participants receiving benefits2018-01-01398
Number of other retired or separated participants entitled to future benefits2018-01-01309
Total of all active and inactive participants2018-01-011,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-011,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3183,456,128
Acturial value of plan assets2017-12-3183,456,128
Funding target for retired participants and beneficiaries receiving payment2017-12-3124,403,473
Number of terminated vested participants2017-12-31315
Fundng target for terminated vested participants2017-12-3114,344,526
Active participant vested funding target2017-12-3126,744,556
Number of active participants2017-12-31450
Total funding liabilities for active participants2017-12-3126,997,631
Total participant count2017-12-311,133
Total funding target for all participants2017-12-3165,745,630
Balance at beginning of prior year after applicable adjustments2017-12-313,158,948
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3120,615,200
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31995,000
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-312,163,948
Amount remaining of prefunding balance2017-12-3120,615,200
Present value of excess contributions2017-12-313,717,863
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,958,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-312,323,647
Reductions in prefunding balances due to elections or deemed elections2017-12-315,576,353
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3116,560,249
Total employer contributions2017-12-31333,333
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31318,755
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,700,136
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31549,887
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,779,848
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31318,755
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,133
Total number of active participants reported on line 7a of the Form 55002017-01-01413
Number of retired or separated participants receiving benefits2017-01-01346
Number of other retired or separated participants entitled to future benefits2017-01-01337
Total of all active and inactive participants2017-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-011,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3179,005,442
Acturial value of plan assets2016-12-3179,005,442
Funding target for retired participants and beneficiaries receiving payment2016-12-3120,578,062
Number of terminated vested participants2016-12-31509
Fundng target for terminated vested participants2016-12-3116,766,445
Active participant vested funding target2016-12-3125,493,993
Number of active participants2016-12-31490
Total funding liabilities for active participants2016-12-3125,811,090
Total participant count2016-12-311,337
Total funding target for all participants2016-12-3163,155,597
Balance at beginning of prior year after applicable adjustments2016-12-314,791,948
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3120,836,062
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-311,599,156
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-313,192,792
Amount remaining of prefunding balance2016-12-3120,836,062
Present value of excess contributions2016-12-312,798,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,857,387
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-313,158,948
Balance of prefunding at beginning of current year2016-12-3120,615,200
Total employer contributions2016-12-314,802,666
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-314,502,709
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,779,846
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,779,846
Carryover balance elected to use to offset funding requirement2016-12-31995,000
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31784,846
Contributions allocatedtoward minimum required contributions for current year2016-12-314,502,709
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,336
Total number of active participants reported on line 7a of the Form 55002016-01-01450
Number of retired or separated participants receiving benefits2016-01-01343
Number of other retired or separated participants entitled to future benefits2016-01-01312
Total of all active and inactive participants2016-01-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0128
Total participants2016-01-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,342
Total number of active participants reported on line 7a of the Form 55002015-01-01490
Number of retired or separated participants receiving benefits2015-01-01311
Number of other retired or separated participants entitled to future benefits2015-01-01507
Total of all active and inactive participants2015-01-011,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0128
Total participants2015-01-011,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,350
Total number of active participants reported on line 7a of the Form 55002014-01-01527
Number of retired or separated participants receiving benefits2014-01-01279
Number of other retired or separated participants entitled to future benefits2014-01-01510
Total of all active and inactive participants2014-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0126
Total participants2014-01-011,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,359
Total number of active participants reported on line 7a of the Form 55002013-01-01561
Number of retired or separated participants receiving benefits2013-01-01248
Number of other retired or separated participants entitled to future benefits2013-01-01515
Total of all active and inactive participants2013-01-011,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,372
Total number of active participants reported on line 7a of the Form 55002012-01-01584
Number of retired or separated participants receiving benefits2012-01-01227
Number of other retired or separated participants entitled to future benefits2012-01-01525
Total of all active and inactive participants2012-01-011,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-011,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,384
Total number of active participants reported on line 7a of the Form 55002011-01-01644
Number of retired or separated participants receiving benefits2011-01-01205
Number of other retired or separated participants entitled to future benefits2011-01-01498
Total of all active and inactive participants2011-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-011,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,429
Total number of active participants reported on line 7a of the Form 55002010-01-01702
Number of retired or separated participants receiving benefits2010-01-01185
Number of other retired or separated participants entitled to future benefits2010-01-01475
Total of all active and inactive participants2010-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0122
Total participants2010-01-011,384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,445
Total number of active participants reported on line 7a of the Form 55002009-01-01772
Number of retired or separated participants receiving benefits2009-01-01173
Number of other retired or separated participants entitled to future benefits2009-01-01464
Total of all active and inactive participants2009-01-011,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0120
Total participants2009-01-011,429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN

Measure Date Value
2022 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-9,524,260
Total unrealized appreciation/depreciation of assets2022-12-31$-9,524,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$186,149
Total income from all sources (including contributions)2022-12-31$-16,432,295
Total loss/gain on sale of assets2022-12-31$-4,090,453
Total of all expenses incurred2022-12-31$4,967,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,320,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$88,600,537
Value of total assets at beginning of year2022-12-31$110,091,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$646,613
Total interest from all sources2022-12-31$2,315,368
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$786,090
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$757,339
Administrative expenses professional fees incurred2022-12-31$18,358
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$190,181
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$278,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$623,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$473,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$95,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$186,149
Administrative expenses (other) incurred2022-12-31$197,273
Total non interest bearing cash at end of year2022-12-31$9,930
Total non interest bearing cash at beginning of year2022-12-31$5,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,399,723
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,505,147
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$109,904,870
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
Assets. partnership/joint venture interests at end of year2022-12-31$4,185,781
Assets. partnership/joint venture interests at beginning of year2022-12-31$10,251,789
Investment advisory and management fees2022-12-31$254,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,299,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,691,233
Value of interest in pooled separate accounts at end of year2022-12-31$1,715,147
Value of interest in pooled separate accounts at beginning of year2022-12-31$778,237
Interest earned on other investments2022-12-31$91,893
Income. Interest from US Government securities2022-12-31$149,426
Income. Interest from corporate debt instruments2022-12-31$2,074,049
Asset value of US Government securities at end of year2022-12-31$5,410,262
Asset value of US Government securities at beginning of year2022-12-31$5,215,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,946,744
Net investment gain/loss from pooled separate accounts2022-12-31$27,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Income. Dividends from common stock2022-12-31$28,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,320,815
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$48,410,509
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$47,402,791
Contract administrator fees2022-12-31$176,348
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,755,399
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$3,993,067
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
Aggregate proceeds on sale of assets2022-12-31$71,161,895
Aggregate carrying amount (costs) on sale of assets2022-12-31$75,252,348
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY, US LLP
Accountancy firm EIN2022-12-31390859910
2021 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$770,494
Total unrealized appreciation/depreciation of assets2021-12-31$770,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$186,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,795
Total income from all sources (including contributions)2021-12-31$8,911,947
Total loss/gain on sale of assets2021-12-31$684,525
Total of all expenses incurred2021-12-31$4,586,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,794,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$110,091,019
Value of total assets at beginning of year2021-12-31$105,700,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$792,160
Total interest from all sources2021-12-31$1,787,283
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$979,423
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$938,743
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$278,635
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$276,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$473,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$312,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$186,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$120,795
Other income not declared elsewhere2021-12-31$84,265
Administrative expenses (other) incurred2021-12-31$245,095
Total non interest bearing cash at end of year2021-12-31$5,688
Total non interest bearing cash at beginning of year2021-12-31$4,226,391
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$4,325,364
Value of net assets at end of year (total assets less liabilities)2021-12-31$109,904,870
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$105,579,506
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
Assets. partnership/joint venture interests at end of year2021-12-31$10,251,789
Assets. partnership/joint venture interests at beginning of year2021-12-31$23,437,609
Investment advisory and management fees2021-12-31$316,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,691,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,385,657
Value of interest in pooled separate accounts at end of year2021-12-31$778,237
Value of interest in pooled separate accounts at beginning of year2021-12-31$750,138
Interest earned on other investments2021-12-31$104,330
Income. Interest from US Government securities2021-12-31$81,613
Income. Interest from corporate debt instruments2021-12-31$1,601,340
Asset value of US Government securities at end of year2021-12-31$5,215,847
Asset value of US Government securities at beginning of year2021-12-31$6,632,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,606,696
Net investment gain/loss from pooled separate accounts2021-12-31$-739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Income. Dividends from common stock2021-12-31$40,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,794,423
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$47,402,791
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$32,549,966
Contract administrator fees2021-12-31$230,862
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$3,993,067
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,128,428
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
Aggregate proceeds on sale of assets2021-12-31$101,484,240
Aggregate carrying amount (costs) on sale of assets2021-12-31$100,799,715
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,535,376
Total unrealized appreciation/depreciation of assets2020-12-31$4,535,376
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$308,416
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,708,974
Total loss/gain on sale of assets2020-12-31$5,024,894
Total of all expenses incurred2020-12-31$4,476,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,531,083
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$105,700,301
Value of total assets at beginning of year2020-12-31$96,654,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$944,958
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,386,789
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$487,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$431,531
Administrative expenses professional fees incurred2020-12-31$37,190
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$276,952
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$256,470
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$312,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$357,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$120,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$308,416
Other income not declared elsewhere2020-12-31$315,035
Administrative expenses (other) incurred2020-12-31$437,088
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$4,226,391
Total non interest bearing cash at beginning of year2020-12-31$6,178
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$9,232,933
Value of net assets at end of year (total assets less liabilities)2020-12-31$105,579,506
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$96,346,573
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Assets. partnership/joint venture interests at end of year2020-12-31$23,437,609
Assets. partnership/joint venture interests at beginning of year2020-12-31$33,434,534
Investment advisory and management fees2020-12-31$413,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,385,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,447,049
Value of interest in pooled separate accounts at end of year2020-12-31$750,138
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$126,686
Income. Interest from US Government securities2020-12-31$237,124
Income. Interest from corporate debt instruments2020-12-31$1,022,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,790,263
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$6,632,864
Asset value of US Government securities at beginning of year2020-12-31$17,180,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,959,474
Net investment gain/loss from pooled separate accounts2020-12-31$-74
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$400,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$55,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,531,083
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$32,549,966
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$21,295,241
Contract administrator fees2020-12-31$57,560
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,128,428
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,486,675
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$102,279,085
Aggregate carrying amount (costs) on sale of assets2020-12-31$97,254,191
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Qualified
Accountancy firm name2020-12-31BAKER TILLY US LLP
Accountancy firm EIN2020-12-31390859910
2019 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,117,299
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,117,299
Total unrealized appreciation/depreciation of assets2019-12-31$7,117,299
Total unrealized appreciation/depreciation of assets2019-12-31$7,117,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$308,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$308,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$129,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$129,051
Total income from all sources (including contributions)2019-12-31$16,344,225
Total income from all sources (including contributions)2019-12-31$16,344,225
Total loss/gain on sale of assets2019-12-31$3,191,670
Total loss/gain on sale of assets2019-12-31$3,191,670
Total of all expenses incurred2019-12-31$4,003,460
Total of all expenses incurred2019-12-31$4,003,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,362,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,362,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$400,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$400,000
Value of total assets at end of year2019-12-31$96,654,989
Value of total assets at end of year2019-12-31$96,654,989
Value of total assets at beginning of year2019-12-31$84,134,859
Value of total assets at beginning of year2019-12-31$84,134,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$640,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$640,627
Total interest from all sources2019-12-31$1,414,722
Total interest from all sources2019-12-31$1,414,722
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$408,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$408,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$398,227
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$398,227
Administrative expenses professional fees incurred2019-12-31$99,071
Administrative expenses professional fees incurred2019-12-31$99,071
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$256,470
Assets. Other investments not covered elsewhere at end of year2019-12-31$256,470
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$357,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$357,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$308,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$308,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$129,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$129,051
Other income not declared elsewhere2019-12-31$30,257
Other income not declared elsewhere2019-12-31$30,257
Administrative expenses (other) incurred2019-12-31$240,421
Administrative expenses (other) incurred2019-12-31$240,421
Total non interest bearing cash at end of year2019-12-31$6,178
Total non interest bearing cash at end of year2019-12-31$6,178
Total non interest bearing cash at beginning of year2019-12-31$157,565
Total non interest bearing cash at beginning of year2019-12-31$157,565
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
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$12,340,765
Value of net income/loss2019-12-31$12,340,765
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,346,573
Value of net assets at end of year (total assets less liabilities)2019-12-31$96,346,573
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,005,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,005,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$33,434,534
Assets. partnership/joint venture interests at end of year2019-12-31$33,434,534
Assets. partnership/joint venture interests at beginning of year2019-12-31$28,299,647
Assets. partnership/joint venture interests at beginning of year2019-12-31$28,299,647
Investment advisory and management fees2019-12-31$301,135
Investment advisory and management fees2019-12-31$301,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,447,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,447,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,046,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,046,950
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest earned on other investments2019-12-31$87,407
Interest earned on other investments2019-12-31$87,407
Income. Interest from US Government securities2019-12-31$399,205
Income. Interest from US Government securities2019-12-31$399,205
Income. Interest from corporate debt instruments2019-12-31$928,110
Income. Interest from corporate debt instruments2019-12-31$928,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$36,904,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$36,904,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$36,904,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$36,904,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,790,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,790,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,723,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,723,744
Asset value of US Government securities at end of year2019-12-31$17,180,840
Asset value of US Government securities at end of year2019-12-31$17,180,840
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,782,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,782,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$400,000
Contributions received in cash from employer2019-12-31$400,000
Employer contributions (assets) at end of year2019-12-31$400,000
Employer contributions (assets) at end of year2019-12-31$400,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from common stock2019-12-31$9,883
Income. Dividends from common stock2019-12-31$9,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,362,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,362,833
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$21,295,241
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$21,295,241
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,486,675
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,486,675
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
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$74,761,933
Aggregate proceeds on sale of assets2019-12-31$74,761,933
Aggregate carrying amount (costs) on sale of assets2019-12-31$71,570,263
Aggregate carrying amount (costs) on sale of assets2019-12-31$71,570,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,192,626
Total unrealized appreciation/depreciation of assets2018-12-31$-3,192,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$129,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$100,162
Total income from all sources (including contributions)2018-12-31$-3,260,366
Total loss/gain on sale of assets2018-12-31$7,621
Total of all expenses incurred2018-12-31$3,423,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,970,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$84,134,859
Value of total assets at beginning of year2018-12-31$90,789,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$453,135
Total interest from all sources2018-12-31$92,943
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,371,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,371,886
Administrative expenses professional fees incurred2018-12-31$136,416
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$56,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$129,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$100,162
Other income not declared elsewhere2018-12-31$41,062
Administrative expenses (other) incurred2018-12-31$83,693
Total non interest bearing cash at end of year2018-12-31$157,565
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,683,625
Value of net assets at end of year (total assets less liabilities)2018-12-31$84,005,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,689,433
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
Assets. partnership/joint venture interests at end of year2018-12-31$28,299,647
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$233,026
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,046,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,979,326
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,996,981
Interest earned on other investments2018-12-31$85,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$36,904,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$269,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$269,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,723,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,487,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,581,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,970,124
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,895,021
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,887,400
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2018-12-31390859910
2017 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$110,205
Total unrealized appreciation/depreciation of assets2017-12-31$110,205
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$100,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$221,222
Total income from all sources (including contributions)2017-12-31$10,203,752
Total loss/gain on sale of assets2017-12-31$-142
Total of all expenses incurred2017-12-31$2,951,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,605,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$333,333
Value of total assets at end of year2017-12-31$90,789,595
Value of total assets at beginning of year2017-12-31$83,658,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$346,024
Total interest from all sources2017-12-31$7,665
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,206,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,206,314
Administrative expenses professional fees incurred2017-12-31$145,357
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$56,433
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$78,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$100,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$221,222
Administrative expenses (other) incurred2017-12-31$176,147
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$7,252,529
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,689,433
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,436,904
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$78,979,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,439,716
Value of interest in pooled separate accounts at end of year2017-12-31$7,996,981
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,497,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$269,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$363,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$363,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,487,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,277,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,046,864
Net investment gain/loss from pooled separate accounts2017-12-31$499,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$333,333
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,000,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,605,199
Contract administrator fees2017-12-31$24,520
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$936
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$15,005,432
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,005,574
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2017-12-31390859910
2016 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$18,651
Total unrealized appreciation/depreciation of assets2016-12-31$18,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$221,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$116,832
Total income from all sources (including contributions)2016-12-31$10,414,873
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,120,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,634,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,802,666
Value of total assets at end of year2016-12-31$83,658,126
Value of total assets at beginning of year2016-12-31$79,258,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$485,667
Total interest from all sources2016-12-31$2,940
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,335,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,335,770
Administrative expenses professional fees incurred2016-12-31$341,573
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$78,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$296,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$221,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$116,832
Administrative expenses (other) incurred2016-12-31$9,010
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$4,294,821
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,436,904
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,142,083
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$135,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,439,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,011,803
Value of interest in pooled separate accounts at end of year2016-12-31$7,497,468
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,124,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$363,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,589,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,589,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,277,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,039,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,881,496
Net investment gain/loss from pooled separate accounts2016-12-31$373,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,802,666
Employer contributions (assets) at end of year2016-12-31$3,000,001
Employer contributions (assets) at beginning of year2016-12-31$2,197,331
Income. Dividends from common stock2016-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,634,385
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$936
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$932
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$2,763,226
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,763,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2016-12-31390859910
2015 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,474,903
Total unrealized appreciation/depreciation of assets2015-12-31$-1,474,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$116,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$90,454
Total income from all sources (including contributions)2015-12-31$2,676,765
Total loss/gain on sale of assets2015-12-31$-1,191,412
Total of all expenses incurred2015-12-31$2,153,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,912,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,197,330
Value of total assets at end of year2015-12-31$79,258,915
Value of total assets at beginning of year2015-12-31$78,709,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$241,140
Total interest from all sources2015-12-31$-48
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,573,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,573,768
Administrative expenses professional fees incurred2015-12-31$164,646
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
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$296,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$71,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$116,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$90,454
Administrative expenses (other) incurred2015-12-31$76,494
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$523,004
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,142,083
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$78,619,079
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$65,011,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$54,971,858
Value of interest in pooled separate accounts at end of year2015-12-31$7,124,142
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,663,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,589,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,344,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,344,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,039,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,657,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-781,381
Net investment gain/loss from pooled separate accounts2015-12-31$353,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$3,197,330
Employer contributions (assets) at end of year2015-12-31$2,197,331
Employer contributions (assets) at beginning of year2015-12-31$12,000,001
Income. Dividends from common stock2015-12-31$19
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,912,621
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$932
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$835
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$47,513,769
Aggregate carrying amount (costs) on sale of assets2015-12-31$48,705,181
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2015-12-31390859910
2014 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$287,420
Total unrealized appreciation/depreciation of assets2014-12-31$287,420
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$90,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,682
Total income from all sources (including contributions)2014-12-31$15,326,180
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,888,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,648,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,333,333
Value of total assets at end of year2014-12-31$78,709,533
Value of total assets at beginning of year2014-12-31$65,194,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$239,840
Total interest from all sources2014-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,614,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,614,096
Administrative expenses professional fees incurred2014-12-31$170,106
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$71,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$81,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$90,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,682
Administrative expenses (other) incurred2014-12-31$69,734
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$13,438,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$78,619,079
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,181,004
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$54,971,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$51,893,820
Value of interest in pooled separate accounts at end of year2014-12-31$6,663,408
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,534,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,344,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,477,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,477,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,657,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,539,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,385,576
Net investment gain/loss from pooled separate accounts2014-12-31$476,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$13,333,333
Employer contributions (assets) at end of year2014-12-31$12,000,001
Employer contributions (assets) at beginning of year2014-12-31$2,666,664
Income. Dividends from common stock2014-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,648,265
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$835
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$709
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$2,399,435
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,399,435
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP.
Accountancy firm EIN2014-12-31390859910
2013 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,539,432
Total unrealized appreciation/depreciation of assets2013-12-31$3,539,432
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,573
Total income from all sources (including contributions)2013-12-31$10,272,602
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,558,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,320,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,199,998
Value of total assets at end of year2013-12-31$65,194,686
Value of total assets at beginning of year2013-12-31$56,495,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$237,497
Total interest from all sources2013-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,487,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,487,364
Administrative expenses professional fees incurred2013-12-31$106,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$81,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$41,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$28,573
Administrative expenses (other) incurred2013-12-31$99,078
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$8,714,247
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,181,004
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$56,466,757
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$31,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$51,893,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,360,538
Value of interest in pooled separate accounts at end of year2013-12-31$5,534,750
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,801,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,477,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,110,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,110,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,539,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,115,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,043,676
Net investment gain/loss from pooled separate accounts2013-12-31$2,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,199,998
Employer contributions (assets) at end of year2013-12-31$2,666,664
Employer contributions (assets) at beginning of year2013-12-31$2,066,666
Income. Dividends from common stock2013-12-31$12
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,320,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$709
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$442
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$1,318,862
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,318,862
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 name2013-12-31PARENTEBEARD
Accountancy firm EIN2013-12-31232932984
2012 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$272,194
Total unrealized appreciation/depreciation of assets2012-12-31$272,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$36,920
Total income from all sources (including contributions)2012-12-31$9,978,862
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,339,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,094,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,566,666
Value of total assets at end of year2012-12-31$56,495,330
Value of total assets at beginning of year2012-12-31$47,864,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$244,833
Total interest from all sources2012-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,340,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,340,551
Administrative expenses professional fees incurred2012-12-31$132,424
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$41,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$341,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$28,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$36,920
Administrative expenses (other) incurred2012-12-31$81,266
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$8,639,417
Value of net assets at end of year (total assets less liabilities)2012-12-31$56,466,757
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,827,340
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$31,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$45,360,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$42,850,149
Value of interest in pooled separate accounts at end of year2012-12-31$4,801,076
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,195,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,110,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$607,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$607,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,115,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,869,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,939,352
Net investment gain/loss from pooled separate accounts2012-12-31$-139,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$5,566,666
Employer contributions (assets) at end of year2012-12-31$2,066,666
Income. Dividends from common stock2012-12-31$10
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,094,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$442
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$398
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$1,243,525
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,243,525
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 name2012-12-31PARENTEBEARD
Accountancy firm EIN2012-12-31232932984
2011 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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$36,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,301
Total income from all sources (including contributions)2011-12-31$4,096,894
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,145,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$943,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,480,004
Value of total assets at end of year2011-12-31$47,864,260
Value of total assets at beginning of year2011-12-31$44,900,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$202,019
Total interest from all sources2011-12-31$0
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
Administrative expenses professional fees incurred2011-12-31$67,736
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$341,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$53,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$36,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$24,301
Other income not declared elsewhere2011-12-31$1,616,890
Administrative expenses (other) incurred2011-12-31$62,075
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$2,951,282
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,827,340
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,876,058
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$23,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$42,850,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,572,074
Value of interest in pooled separate accounts at end of year2011-12-31$4,065,182
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,476,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$607,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$797,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$797,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$2,480,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$943,593
Contract administrator fees2011-12-31$48,711
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$398
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$442
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 name2011-12-31PARENTEBEARD
Accountancy firm EIN2011-12-31232932984
2010 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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$24,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$32,134
Total income from all sources (including contributions)2010-12-31$6,863,030
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,054,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$862,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,618,657
Value of total assets at end of year2010-12-31$44,900,359
Value of total assets at beginning of year2010-12-31$39,100,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$192,593
Total interest from all sources2010-12-31$0
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
Administrative expenses professional fees incurred2010-12-31$192,593
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$53,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$28,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$24,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$32,134
Other income not declared elsewhere2010-12-31$4,244,373
Total non interest bearing cash at beginning of year2010-12-31$21,318
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$5,808,190
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,876,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$39,067,868
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$40,572,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,289,997
Value of interest in pooled separate accounts at end of year2010-12-31$3,476,683
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,111,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$797,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,591,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,591,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$2,618,657
Employer contributions (assets) at beginning of year2010-12-31$56,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$862,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$442
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$322
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN

2022: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 benefit arrangement – InsuranceYes
2021: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2020: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2019: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOOD SHEPHERD REHABILITATION HOSPITAL EMPLOYEES PENSION 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number724670
Policy instance 1
Insurance contract or identification number724670
Number of Individuals Covered1048
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number724670
Policy instance 1
Insurance contract or identification number724670
Number of Individuals Covered1064
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number724670
Policy instance 1
Insurance contract or identification number724670
Number of Individuals Covered1074
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Number of Individuals Covered1101
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Insurance broker nameR
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030441
Policy instance 1
Insurance contract or identification number030441
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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