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ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 401k Plan overview

Plan NameST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN
Plan identification number 001

ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

ST ANNE'S RETIREMENT COMMUNITY,INC has sponsored the creation of one or more 401k plans.

Company Name:ST ANNE'S RETIREMENT COMMUNITY,INC
Employer identification number (EIN):231500399
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01MICHELE BARD2023-04-14
0012020-07-01MICHELE BARD2022-04-13
0012019-07-01CHRISTOPHER OBERG2021-04-10
0012018-07-01CHRISTOPHER OBERG2020-01-20
0012017-07-01CHRISTOPHER OBERG2019-04-10
0012016-07-01
0012015-07-01CHRISTOPHER OBERG
0012014-07-01CHRISTOPHER OBERG CHRISTOPHER OBERG2016-02-02
0012013-07-01CHRISTOPHER OBERG CHRISTOPHER OBERG2015-04-01
0012012-07-01CHRISTOPHER OBERG CHRISTOPHER OBERG2014-04-03
0012011-07-01CHRISTOPHER OBERG CHRISTOPHER OBERG2013-01-30
0012009-07-01CHRISTOPHER OBERG CHRISTOPHER OBERG2011-04-01

Plan Statistics for ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN

401k plan membership statisitcs for ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN

Measure Date Value
2021: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01232
Total number of active participants reported on line 7a of the Form 55002021-07-01204
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0140
Total of all active and inactive participants2021-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01245
Number of participants with account balances2021-07-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-013
2020: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01246
Total number of active participants reported on line 7a of the Form 55002020-07-01165
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0163
Total of all active and inactive participants2020-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01230
Number of participants with account balances2020-07-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01237
Total number of active participants reported on line 7a of the Form 55002019-07-01185
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0159
Total of all active and inactive participants2019-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01245
Number of participants with account balances2019-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0110
2018: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01240
Total number of active participants reported on line 7a of the Form 55002018-07-01185
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-0150
Total of all active and inactive participants2018-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01236
Number of participants with account balances2018-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-015
2017: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01245
Total number of active participants reported on line 7a of the Form 55002017-07-01178
Number of retired or separated participants receiving benefits2017-07-012
Number of other retired or separated participants entitled to future benefits2017-07-0159
Total of all active and inactive participants2017-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01239
Number of participants with account balances2017-07-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
2016: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01239
Total number of active participants reported on line 7a of the Form 55002016-07-01194
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0144
Total of all active and inactive participants2016-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01241
Number of participants with account balances2016-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01233
Total number of active participants reported on line 7a of the Form 55002015-07-01200
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0135
Total of all active and inactive participants2015-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01236
Number of participants with account balances2015-07-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-019
2014: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01239
Total number of active participants reported on line 7a of the Form 55002014-07-01199
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0130
Total of all active and inactive participants2014-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01231
Number of participants with account balances2014-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01232
Total number of active participants reported on line 7a of the Form 55002013-07-01208
Number of retired or separated participants receiving benefits2013-07-011
Number of other retired or separated participants entitled to future benefits2013-07-0127
Total of all active and inactive participants2013-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01237
Number of participants with account balances2013-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-017
2012: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01254
Total number of active participants reported on line 7a of the Form 55002012-07-01202
Number of retired or separated participants receiving benefits2012-07-012
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01228
Number of participants with account balances2012-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0116
2011: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01227
Total number of active participants reported on line 7a of the Form 55002011-07-01209
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0135
Total of all active and inactive participants2011-07-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01247
Number of participants with account balances2011-07-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-019
2009: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01220
Total number of active participants reported on line 7a of the Form 55002009-07-01175
Number of other retired or separated participants entitled to future benefits2009-07-0146
Total of all active and inactive participants2009-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01222
Number of participants with account balances2009-07-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Financial Data on ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN

Measure Date Value
2022 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-859,015
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$754,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$746,378
Value of total corrective distributions2022-06-30$1,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$697,007
Value of total assets at end of year2022-06-30$7,581,085
Value of total assets at beginning of year2022-06-30$9,194,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,249
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$435,962
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$1,976
Administrative expenses (other) incurred2022-06-30$2,827
Total non interest bearing cash at end of year2022-06-30$11,637
Total non interest bearing cash at beginning of year2022-06-30$8,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,613,477
Value of net assets at end of year (total assets less liabilities)2022-06-30$7,581,085
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,194,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$7,569,448
Value of interest in pooled separate accounts at beginning of year2022-06-30$9,186,493
Net investment gain/loss from pooled separate accounts2022-06-30$-1,556,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$259,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$746,378
Contract administrator fees2022-06-30$3,422
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RKL LLP
Accountancy firm EIN2022-06-30232108173
2021 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$2,851,453
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$989,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$984,296
Value of total corrective distributions2021-06-30$1,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$645,934
Value of total assets at end of year2021-06-30$9,194,562
Value of total assets at beginning of year2021-06-30$7,332,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,911
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$375,271
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,565
Other income not declared elsewhere2021-06-30$855
Total non interest bearing cash at end of year2021-06-30$8,069
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,861,680
Value of net assets at end of year (total assets less liabilities)2021-06-30$9,194,562
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$7,332,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$9,186,493
Value of interest in pooled separate accounts at beginning of year2021-06-30$7,332,882
Net investment gain/loss from pooled separate accounts2021-06-30$2,204,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$260,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$984,296
Contract administrator fees2021-06-30$3,911
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30RKL LLP
Accountancy firm EIN2021-06-30232108173
2020 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$999,518
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$285,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$280,643
Value of total corrective distributions2020-06-30$1,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$781,910
Value of total assets at end of year2020-06-30$7,332,882
Value of total assets at beginning of year2020-06-30$6,619,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,861
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$920
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$388,903
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$125,920
Other income not declared elsewhere2020-06-30$693
Total non interest bearing cash at beginning of year2020-06-30$1,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$713,728
Value of net assets at end of year (total assets less liabilities)2020-06-30$7,332,882
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$6,619,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$7,332,882
Value of interest in pooled separate accounts at beginning of year2020-06-30$6,618,004
Net investment gain/loss from pooled separate accounts2020-06-30$216,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$267,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$280,643
Contract administrator fees2020-06-30$2,941
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RKL LLP
Accountancy firm EIN2020-06-30232108173
2019 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$857,567
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$318,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$310,091
Value of total corrective distributions2019-06-30$3,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$554,431
Value of total assets at end of year2019-06-30$6,619,154
Value of total assets at beginning of year2019-06-30$6,080,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$5,002
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$1,640
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$335,909
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$5,776
Other income not declared elsewhere2019-06-30$3,464
Total non interest bearing cash at end of year2019-06-30$1,150
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$538,917
Value of net assets at end of year (total assets less liabilities)2019-06-30$6,619,154
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,080,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$6,618,004
Value of interest in pooled separate accounts at beginning of year2019-06-30$6,080,237
Net investment gain/loss from pooled separate accounts2019-06-30$299,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$212,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$310,091
Contract administrator fees2019-06-30$3,362
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RKL LLP
Accountancy firm EIN2019-06-30232108173
2018 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$901,072
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$377,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$372,763
Value of total corrective distributions2018-06-30$85
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$517,173
Value of total assets at end of year2018-06-30$6,080,237
Value of total assets at beginning of year2018-06-30$5,556,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$4,300
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$1,320
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$316,761
Other income not declared elsewhere2018-06-30$3,563
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$523,924
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,080,237
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,556,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$6,080,237
Value of interest in pooled separate accounts at beginning of year2018-06-30$5,418,799
Net investment gain/loss from pooled separate accounts2018-06-30$380,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$200,412
Employer contributions (assets) at beginning of year2018-06-30$136,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$372,763
Contract administrator fees2018-06-30$2,980
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RKL LLP
Accountancy firm EIN2018-06-30232108173
2017 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,138,089
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$650,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$646,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$523,484
Value of total assets at end of year2017-06-30$5,556,313
Value of total assets at beginning of year2017-06-30$5,068,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,863
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$1,440
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$264,435
Other income not declared elsewhere2017-06-30$3,731
Total non interest bearing cash at end of year2017-06-30$733
Total non interest bearing cash at beginning of year2017-06-30$1,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$487,684
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,556,313
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,068,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$5,418,799
Value of interest in pooled separate accounts at beginning of year2017-06-30$4,929,753
Net investment gain/loss from pooled separate accounts2017-06-30$610,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$259,049
Employer contributions (assets) at end of year2017-06-30$136,781
Employer contributions (assets) at beginning of year2017-06-30$137,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$646,542
Contract administrator fees2017-06-30$2,423
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RKL LLP
Accountancy firm EIN2017-06-30232108173
2016 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$455,722
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$263,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$258,160
Value of total corrective distributions2016-06-30$2,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$551,016
Value of total assets at end of year2016-06-30$5,068,629
Value of total assets at beginning of year2016-06-30$4,876,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,756
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$884
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$279,338
Other income not declared elsewhere2016-06-30$8,778
Total non interest bearing cash at end of year2016-06-30$1,375
Total non interest bearing cash at beginning of year2016-06-30$3,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$192,248
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,068,629
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,876,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$4,929,753
Value of interest in pooled separate accounts at beginning of year2016-06-30$4,739,503
Net investment gain/loss from pooled separate accounts2016-06-30$-104,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$271,678
Employer contributions (assets) at end of year2016-06-30$137,501
Employer contributions (assets) at beginning of year2016-06-30$133,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$258,160
Contract administrator fees2016-06-30$1,872
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2016-06-30232290841
2015 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$516,417
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$160,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$153,379
Value of total corrective distributions2015-06-30$2,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$479,079
Value of total assets at end of year2015-06-30$4,876,381
Value of total assets at beginning of year2015-06-30$4,520,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$4,260
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$2,380
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$245,359
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$8,083
Total non interest bearing cash at end of year2015-06-30$3,399
Total non interest bearing cash at beginning of year2015-06-30$3,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$356,119
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,876,381
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,520,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$4,739,503
Value of interest in pooled separate accounts at beginning of year2015-06-30$4,382,665
Net investment gain/loss from pooled separate accounts2015-06-30$37,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$225,637
Employer contributions (assets) at end of year2015-06-30$133,479
Employer contributions (assets) at beginning of year2015-06-30$133,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$153,379
Contract administrator fees2015-06-30$1,880
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2015-06-30232290841
2014 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,019,289
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$301,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$290,384
Value of total corrective distributions2014-06-30$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$432,098
Value of total assets at end of year2014-06-30$4,520,262
Value of total assets at beginning of year2014-06-30$3,802,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$11,401
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$251,547
Total non interest bearing cash at end of year2014-06-30$3,989
Total non interest bearing cash at beginning of year2014-06-30$8,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$717,422
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,520,262
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,802,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$4,382,665
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,665,443
Net investment gain/loss from pooled separate accounts2014-06-30$587,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$180,551
Employer contributions (assets) at end of year2014-06-30$133,608
Employer contributions (assets) at beginning of year2014-06-30$128,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$290,384
Contract administrator fees2014-06-30$11,401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PADDEN, GUERRINI & ASSOC.
Accountancy firm EIN2014-06-30232290841
2013 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$809,440
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$340,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$330,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$464,362
Value of total assets at end of year2013-06-30$3,802,840
Value of total assets at beginning of year2013-06-30$3,334,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,626
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$223,765
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$22,751
Total non interest bearing cash at end of year2013-06-30$8,711
Total non interest bearing cash at beginning of year2013-06-30$3,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$468,616
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,802,840
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,334,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$3,665,443
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,204,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$345,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$217,846
Employer contributions (assets) at end of year2013-06-30$128,686
Employer contributions (assets) at beginning of year2013-06-30$126,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$330,198
Contract administrator fees2013-06-30$10,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30PADDEN, GUERRINI & ASSOC.
Accountancy firm EIN2013-06-30232290841
2012 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$444,220
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$182,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$175,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$438,121
Value of total assets at end of year2012-06-30$3,334,224
Value of total assets at beginning of year2012-06-30$3,072,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,413
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$199,864
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$30,354
Total non interest bearing cash at end of year2012-06-30$3,445
Total non interest bearing cash at beginning of year2012-06-30$5,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$261,629
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,334,224
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,072,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$3,204,603
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,950,232
Net investment gain/loss from pooled separate accounts2012-06-30$6,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$207,903
Employer contributions (assets) at end of year2012-06-30$126,176
Employer contributions (assets) at beginning of year2012-06-30$116,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$175,178
Contract administrator fees2012-06-30$7,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30PADDEN, GUERRINI & ASSOC.
Accountancy firm EIN2012-06-30232290841
2011 : ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$921,116
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$441,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$433,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$501,213
Value of total assets at end of year2011-06-30$3,072,595
Value of total assets at beginning of year2011-06-30$2,592,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,403
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$350,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$204,370
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$86,403
Other income not declared elsewhere2011-06-30$37
Total non interest bearing cash at end of year2011-06-30$5,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$479,812
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,072,595
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,592,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$875,864
Value of interest in pooled separate accounts at end of year2011-06-30$2,950,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,603,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$-1,239
Net investment gain/loss from pooled separate accounts2011-06-30$421,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$210,440
Employer contributions (assets) at end of year2011-06-30$116,637
Employer contributions (assets) at beginning of year2011-06-30$113,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$433,901
Contract administrator fees2011-06-30$7,403
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30PADDEN, GUERRINI & ASSOCIATES, P.C.
Accountancy firm EIN2011-06-30232290841

Form 5500 Responses for ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN

2021: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ST. ANNE'S RETIREMENT COMMUNITY, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered167
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,095
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
Amount paid for insurance broker fees22179
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered187
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,014
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
Amount paid for insurance broker fees21432
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered207
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $29,224
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
Amount paid for insurance broker fees17410
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered201
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31,793
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
Amount paid for insurance broker fees15558
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered221
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,786
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered215
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $11,678
Total amount of fees paid to insurance companyUSD $12,626
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
Commission paid to Insurance BrokerUSD $11,678
Insurance broker organization code?3
Amount paid for insurance broker fees12622
Additional information about fees paid to insurance brokerTPA COMPENSATION OTHER ALLOWANCES
Insurance broker nameT. ROWE PRICE & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered212
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $11,357
Total amount of fees paid to insurance companyUSD $13,840
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
Commission paid to Insurance BrokerUSD $11,357
Insurance broker organization code?3
Amount paid for insurance broker fees13840
Additional information about fees paid to insurance brokerTPA COMPENSATION OTHER ALLOWANCES
Insurance broker namePARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered204
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,280
Total amount of fees paid to insurance companyUSD $2,340
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
Commission paid to Insurance BrokerUSD $9,280
Insurance broker organization code?3
Amount paid for insurance broker fees2340
Additional information about fees paid to insurance brokerTPA COMPENSATION OTHER ALLOWANCES
Insurance broker namePARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered204
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $8,789
Total amount of fees paid to insurance companyUSD $12,555
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
Commission paid to Insurance BrokerUSD $8,789
Amount paid for insurance broker fees1629
Additional information about fees paid to insurance brokerOTHER ALLOWANCE
Insurance broker organization code?3
Insurance broker namePARAGON ALLIANCE GROUP, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered213
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $7,614
Total amount of fees paid to insurance companyUSD $12,439
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number023034-K
Policy instance 2
Insurance contract or identification number023034-K
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $713
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number97579
Policy instance 1
Insurance contract or identification number97579
Number of Individuals Covered199
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $27,994
Total amount of fees paid to insurance companyUSD $16,995
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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