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SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 401k Plan overview

Plan NameSENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN
Plan identification number 002

SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SENIOR CHOICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENIOR CHOICE, INC.
Employer identification number (EIN):232771024
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SENIOR CHOICE, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1999-02-09
Company Identification Number: 601931386
Legal Registered Office Address: 1912 SE 101ST AVE

VANCOUVER
United States of America (USA)
98664

More information about SENIOR CHOICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DENISE MCQUOWN-HATTER
0022016-01-01DENISE MCQUOWN-HATTER
0022015-01-01DENISE MCQUOWN-HATTER
0022014-01-01DENISE MCQUOWN-HATTER DENISE MCQUOWN-HATTER2015-10-09
0022013-01-01DENISE MCQUOWN-HATTER DENISE MCQUOWN-HATTER2014-10-06
0022012-01-01DENISE MCQUOWN-HATTER DENISE MCQUOWN-HATTER2013-10-14
0022011-01-01DENISE MCQUOWN-HATTER DENISE MCQUOWN-HATTER2012-10-15
0022010-01-01DENISE MCQUOWN-HATTER DENISE MCQUOWN-HATTER2011-10-17
0022009-01-01DENISE MCQUOWN-HATTER

Plan Statistics for SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN

401k plan membership statisitcs for SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN

Measure Date Value
2022: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01186
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01198
Number of participants with account balances2022-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01210
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01274
Number of participants with account balances2020-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01267
Number of participants with account balances2019-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01278
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01297
Number of participants with account balances2018-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01303
Total number of active participants reported on line 7a of the Form 55002017-01-01287
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01303
Number of participants with account balances2017-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01312
Total number of active participants reported on line 7a of the Form 55002016-01-01308
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01317
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01348
Total number of active participants reported on line 7a of the Form 55002015-01-01320
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01333
Number of participants with account balances2015-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01343
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01345
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01351
Total number of active participants reported on line 7a of the Form 55002013-01-01337
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01349
Number of participants with account balances2013-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-01336
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01353
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01338
Total number of active participants reported on line 7a of the Form 55002011-01-01327
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01357
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01329
Total number of active participants reported on line 7a of the Form 55002010-01-01303
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01329
Number of participants with account balances2010-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01237
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01294
Number of participants with account balances2009-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN

Measure Date Value
2022 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-104,371
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$82,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$73,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$61,681
Value of total assets at end of year2022-12-31$676,880
Value of total assets at beginning of year2022-12-31$863,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,484
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$21,585
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$21,585
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$49,202
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-187,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$676,880
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$863,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$662,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$849,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-187,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,479
Employer contributions (assets) at end of year2022-12-31$12,479
Employer contributions (assets) at beginning of year2022-12-31$12,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$73,154
Contract administrator fees2022-12-31$9,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$173,209
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$233,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$232,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$68,247
Value of total assets at end of year2021-12-31$863,889
Value of total assets at beginning of year2021-12-31$924,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$465
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$28,236
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$28,236
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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
Contributions received from participants2021-12-31$54,617
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-60,155
Value of net assets at end of year (total assets less liabilities)2021-12-31$863,889
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$924,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$849,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$909,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$76,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,501
Employer contributions (assets) at end of year2021-12-31$12,501
Employer contributions (assets) at beginning of year2021-12-31$14,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$232,899
Contract administrator fees2021-12-31$465
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$205,118
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$105,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$103,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$88,210
Value of total assets at end of year2020-12-31$924,044
Value of total assets at beginning of year2020-12-31$824,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,464
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$73,657
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$12
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$99,899
Value of net assets at end of year (total assets less liabilities)2020-12-31$924,044
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$824,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$909,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$810,633
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$116,908
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$14,553
Employer contributions (assets) at end of year2020-12-31$14,553
Employer contributions (assets) at beginning of year2020-12-31$13,500
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$103,755
Contract administrator fees2020-12-31$1,464
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$208,365
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$102,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$100,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$66,468
Value of total assets at end of year2019-12-31$824,145
Value of total assets at beginning of year2019-12-31$718,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,532
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,897
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$141,897
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$52,968
Participant contributions at end of year2019-12-31$12
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$106,067
Value of net assets at end of year (total assets less liabilities)2019-12-31$824,145
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$718,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$810,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$704,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,500
Employer contributions (assets) at end of year2019-12-31$13,500
Employer contributions (assets) at beginning of year2019-12-31$13,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$100,766
Contract administrator fees2019-12-31$1,532
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$16,880
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$52,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$51,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$72,163
Value of total assets at end of year2018-12-31$718,078
Value of total assets at beginning of year2018-12-31$753,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$789
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-55,283
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$-55,283
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$58,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-35,688
Value of net assets at end of year (total assets less liabilities)2018-12-31$718,078
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$753,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$704,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$743,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,937
Employer contributions (assets) at end of year2018-12-31$13,937
Employer contributions (assets) at beginning of year2018-12-31$10,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$51,779
Contract administrator fees2018-12-31$789
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$154,766
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$40,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$40,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$62,521
Value of total assets at end of year2017-12-31$753,766
Value of total assets at beginning of year2017-12-31$639,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$835
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$92,245
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$92,245
Administrative expenses professional fees incurred2017-12-31$835
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$51,452
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$348
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$113,885
Value of net assets at end of year (total assets less liabilities)2017-12-31$753,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$639,881
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$743,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$627,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,721
Employer contributions (assets) at end of year2017-12-31$10,721
Employer contributions (assets) at beginning of year2017-12-31$12,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$40,046
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$97,698
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$59,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,665
Value of total assets at end of year2016-12-31$639,881
Value of total assets at beginning of year2016-12-31$602,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,045
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$42,408
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$37,794
Value of net assets at end of year (total assets less liabilities)2016-12-31$639,881
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$602,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$627,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$590,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,257
Employer contributions (assets) at end of year2016-12-31$12,257
Employer contributions (assets) at beginning of year2016-12-31$11,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,859
Contract administrator fees2016-12-31$1,045
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$53,200
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$144,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$142,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$64,420
Value of total assets at end of year2015-12-31$602,087
Value of total assets at beginning of year2015-12-31$693,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,366
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$45,964
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-91,112
Value of net assets at end of year (total assets less liabilities)2015-12-31$602,087
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$693,199
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$590,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$679,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,559
Employer contributions (assets) at end of year2015-12-31$11,559
Employer contributions (assets) at beginning of year2015-12-31$13,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$142,946
Contract administrator fees2015-12-31$1,366
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$92,505
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$65,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$67,207
Value of total assets at end of year2014-12-31$693,199
Value of total assets at beginning of year2014-12-31$666,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$842
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$55,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$54,012
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$26,851
Value of net assets at end of year (total assets less liabilities)2014-12-31$693,199
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$666,348
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$679,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$653,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$13,195
Employer contributions (assets) at end of year2014-12-31$13,304
Employer contributions (assets) at beginning of year2014-12-31$13,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,812
Contract administrator fees2014-12-31$842
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$102
Total income from all sources (including contributions)2013-12-31$156,819
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$24,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$70,538
Value of total assets at end of year2013-12-31$666,348
Value of total assets at beginning of year2013-12-31$533,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$918
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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
Contributions received from participants2013-12-31$57,610
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$102
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$132,465
Value of net assets at end of year (total assets less liabilities)2013-12-31$666,348
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$533,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$653,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$526,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$86,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,928
Employer contributions (assets) at end of year2013-12-31$13,251
Employer contributions (assets) at beginning of year2013-12-31$7,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,436
Contract administrator fees2013-12-31$918
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$211
Total income from all sources (including contributions)2012-12-31$117,742
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$133,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$132,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$70,569
Value of total assets at end of year2012-12-31$533,985
Value of total assets at beginning of year2012-12-31$550,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,339
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$58,295
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$211
Total non interest bearing cash at beginning of year2012-12-31$2,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-16,064
Value of net assets at end of year (total assets less liabilities)2012-12-31$533,883
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$549,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$526,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$477,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$70,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$47,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,274
Employer contributions (assets) at end of year2012-12-31$7,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$132,467
Contract administrator fees2012-12-31$1,339
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
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 name2012-12-31PADDEN, GUERNNI & ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31232290841
2011 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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$211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$42,980
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$23,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$54,766
Value of total assets at end of year2011-12-31$550,158
Value of total assets at beginning of year2011-12-31$530,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$684
Total interest from all sources2011-12-31$6,072
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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
Contributions received from participants2011-12-31$44,578
Participant contributions at end of year2011-12-31$125
Participant contributions at beginning of year2011-12-31$762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$211
Total non interest bearing cash at end of year2011-12-31$2,233
Total non interest bearing cash at beginning of year2011-12-31$2,336
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$19,376
Value of net assets at end of year (total assets less liabilities)2011-12-31$549,947
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$530,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$477,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$465,277
Interest earned on other investments2011-12-31$6,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$70,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$61,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,188
Employer contributions (assets) at beginning of year2011-12-31$373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,920
Contract administrator fees2011-12-31$684
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 name2011-12-31PADDEN, GUERNNI & ASSOCIATES, P.C.
Accountancy firm EIN2011-12-31232290841
2010 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$116,925
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$98,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$97,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$58,886
Value of total assets at end of year2010-12-31$530,571
Value of total assets at beginning of year2010-12-31$511,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$649
Total interest from all sources2010-12-31$1,671
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$46,672
Participant contributions at end of year2010-12-31$762
Participant contributions at beginning of year2010-12-31$62
Total non interest bearing cash at end of year2010-12-31$2,336
Total non interest bearing cash at beginning of year2010-12-31$4,291
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$18,624
Value of net assets at end of year (total assets less liabilities)2010-12-31$530,571
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$511,947
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$465,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$460,629
Interest earned on other investments2010-12-31$1,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$61,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$46,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$56,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,214
Employer contributions (assets) at end of year2010-12-31$373
Employer contributions (assets) at beginning of year2010-12-31$23
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$97,652
Contract administrator fees2010-12-31$649
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 name2010-12-31PADDEN, GUERNNI & ASSOCIATES, P.C.
Accountancy firm EIN2010-12-31232290841
2009 : SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN

2022: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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: SENIOR CHOICE, INC. TAX SHELTERED SAVINGS 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514340-01
Policy instance 1
Insurance contract or identification number514340-01
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514340-01
Policy instance 1
Insurance contract or identification number514340-01
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number020H08739739
Policy instance 1
Insurance contract or identification number020H08739739
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?7
Insurance broker name
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number020H08739739
Policy instance 1
Insurance contract or identification number020H08739739
Number of Individuals Covered61
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number020H08739739
Policy instance 1
Insurance contract or identification number020H08739739
Number of Individuals Covered59
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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