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MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 401k Plan overview

Plan NameMERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN
Plan identification number 002

MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN Benefits

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

401k Sponsoring company profile

MERCY HEALTH & REHABILITATION CENTER NURSING HOME CO, INC has sponsored the creation of one or more 401k plans.

Company Name:MERCY HEALTH & REHABILITATION CENTER NURSING HOME CO, INC
Employer identification number (EIN):237082561
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY 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
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTINE VILLANO CHRISTINE VILLANO2018-10-12
0022016-01-01CHRISTINE VILLANO
0022015-01-01CHRISTINE VILLANO
0022014-01-01CHRISTINE VILLANO
0022013-01-01CHRISTINE VILLANO
0022012-01-01CHRISTINE VILLANO
0022011-01-01DIANE DONNELLY
0022009-01-01DIANE DONNELLY

Plan Statistics for MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN

401k plan membership statisitcs for MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN

Measure Date Value
2022: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2022 401k membership
Market value of plan assets2022-12-311,043,933
Acturial value of plan assets2022-12-31982,617
Funding target for retired participants and beneficiaries receiving payment2022-12-31349,537
Number of terminated vested participants2022-12-31107
Fundng target for terminated vested participants2022-12-31606,067
Active participant vested funding target2022-12-31146,875
Number of active participants2022-12-3125
Total funding liabilities for active participants2022-12-31152,967
Total participant count2022-12-31181
Total funding target for all participants2022-12-311,108,571
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3116,335
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3116,335
Present value of excess contributions2022-12-319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3117,939
Total employer contributions2022-12-31112,892
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31108,085
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3178,958
Net shortfall amortization installment of oustanding balance2022-12-31143,893
Total funding amount beforereflecting carryover/prefunding balances2022-12-3194,395
Additional cash requirement2022-12-3194,395
Contributions allocatedtoward minimum required contributions for current year2022-12-31108,085
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01181
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-0154
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01180
2021: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2021 401k membership
Market value of plan assets2021-12-31983,911
Acturial value of plan assets2021-12-31890,049
Funding target for retired participants and beneficiaries receiving payment2021-12-31320,442
Number of terminated vested participants2021-12-31105
Fundng target for terminated vested participants2021-12-31579,976
Active participant vested funding target2021-12-31208,226
Number of active participants2021-12-3131
Total funding liabilities for active participants2021-12-31215,317
Total participant count2021-12-31183
Total funding target for all participants2021-12-311,115,735
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3115,435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3116,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3116,335
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3116,335
Total employer contributions2021-12-31110,782
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31106,368
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3182,795
Net shortfall amortization installment of oustanding balance2021-12-31242,021
Total funding amount beforereflecting carryover/prefunding balances2021-12-31106,359
Additional cash requirement2021-12-31106,359
Contributions allocatedtoward minimum required contributions for current year2021-12-31106,368
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01183
Total number of active participants reported on line 7a of the Form 55002021-01-0125
Number of retired or separated participants receiving benefits2021-01-0149
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01181
2020: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2020 401k membership
Market value of plan assets2020-12-31835,011
Acturial value of plan assets2020-12-31829,061
Funding target for retired participants and beneficiaries receiving payment2020-12-31275,643
Number of terminated vested participants2020-12-31110
Fundng target for terminated vested participants2020-12-31585,329
Active participant vested funding target2020-12-31195,454
Number of active participants2020-12-3134
Total funding liabilities for active participants2020-12-31204,893
Total participant count2020-12-31185
Total funding target for all participants2020-12-311,065,865
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31106
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31109,422
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31106,186
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3168,518
Net shortfall amortization installment of oustanding balance2020-12-31236,804
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3190,751
Additional cash requirement2020-12-3190,751
Contributions allocatedtoward minimum required contributions for current year2020-12-31106,186
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-0131
Number of retired or separated participants receiving benefits2020-01-0147
Number of other retired or separated participants entitled to future benefits2020-01-01103
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01183
2019: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2019 401k membership
Market value of plan assets2019-12-31673,565
Acturial value of plan assets2019-12-31733,964
Funding target for retired participants and beneficiaries receiving payment2019-12-31203,153
Number of terminated vested participants2019-12-31118
Fundng target for terminated vested participants2019-12-31639,456
Active participant vested funding target2019-12-31198,604
Number of active participants2019-12-3136
Total funding liabilities for active participants2019-12-31207,788
Total participant count2019-12-31186
Total funding target for all participants2019-12-311,050,397
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3122
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31153,891
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31145,996
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3164,936
Net shortfall amortization installment of oustanding balance2019-12-31316,433
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31145,896
Additional cash requirement2019-12-31145,896
Contributions allocatedtoward minimum required contributions for current year2019-12-31145,996
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01186
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-0141
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01185
2018: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2018 401k membership
Market value of plan assets2018-12-31738,499
Acturial value of plan assets2018-12-31731,343
Funding target for retired participants and beneficiaries receiving payment2018-12-3125,694
Number of terminated vested participants2018-12-31145
Fundng target for terminated vested participants2018-12-31713,331
Active participant vested funding target2018-12-31222,647
Number of active participants2018-12-3140
Total funding liabilities for active participants2018-12-31231,998
Total participant count2018-12-31186
Total funding target for all participants2018-12-31971,023
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3122
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3123
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31111,978
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31107,927
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3160,151
Net shortfall amortization installment of oustanding balance2018-12-31239,680
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31107,906
Additional cash requirement2018-12-31107,906
Contributions allocatedtoward minimum required contributions for current year2018-12-31107,927
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-01118
Total of all active and inactive participants2018-01-01186
Total participants2018-01-01186
2017: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2017 401k membership
Market value of plan assets2017-12-31697,342
Acturial value of plan assets2017-12-31712,669
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-31148
Fundng target for terminated vested participants2017-12-31712,127
Active participant vested funding target2017-12-31205,239
Number of active participants2017-12-3145
Total funding liabilities for active participants2017-12-31209,704
Total participant count2017-12-31193
Total funding target for all participants2017-12-31921,831
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3111,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,651
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31138,722
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31133,156
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3173,658
Net shortfall amortization installment of oustanding balance2017-12-31209,162
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31133,134
Additional cash requirement2017-12-31133,134
Contributions allocatedtoward minimum required contributions for current year2017-12-31133,156
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-01146
Total of all active and inactive participants2017-01-01186
Total participants2017-01-01186
2016: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2016 401k membership
Market value of plan assets2016-12-31590,591
Acturial value of plan assets2016-12-31643,341
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-31148
Fundng target for terminated vested participants2016-12-31618,811
Active participant vested funding target2016-12-31254,155
Number of active participants2016-12-3153
Total funding liabilities for active participants2016-12-31260,760
Total participant count2016-12-31201
Total funding target for all participants2016-12-31879,571
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-315,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31144,774
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31138,724
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3173,637
Net shortfall amortization installment of oustanding balance2016-12-31236,230
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31126,782
Additional cash requirement2016-12-31126,782
Contributions allocatedtoward minimum required contributions for current year2016-12-31138,724
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-0145
Number of other retired or separated participants entitled to future benefits2016-01-01148
Total of all active and inactive participants2016-01-01193
Total participants2016-01-01193
2015: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-0153
Number of other retired or separated participants entitled to future benefits2015-01-01148
Total of all active and inactive participants2015-01-01201
Total participants2015-01-01201
2014: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01221
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-01211
Total participants2014-01-01211
2013: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01225
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of other retired or separated participants entitled to future benefits2013-01-01139
Total of all active and inactive participants2013-01-01221
Total participants2013-01-01221
2012: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of other retired or separated participants entitled to future benefits2012-01-01144
Total of all active and inactive participants2012-01-01225
Total participants2012-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01242
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of other retired or separated participants entitled to future benefits2011-01-01144
Total of all active and inactive participants2011-01-01236
Total participants2011-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01242
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of other retired or separated participants entitled to future benefits2009-01-01142
Total of all active and inactive participants2009-01-01243
Total participants2009-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN

Measure Date Value
2022 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$3,502
Total unrealized appreciation/depreciation of assets2022-12-31$3,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,714
Total income from all sources (including contributions)2022-12-31$-62,340
Total loss/gain on sale of assets2022-12-31$-196,351
Total of all expenses incurred2022-12-31$124,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$112,892
Value of total assets at end of year2022-12-31$870,547
Value of total assets at beginning of year2022-12-31$1,046,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,668
Total interest from all sources2022-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$17,594
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$17,594
Administrative expenses professional fees incurred2022-12-31$73,694
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$14,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-186,566
Value of net assets at end of year (total assets less liabilities)2022-12-31$845,369
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,031,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$14,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$523,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$387,582
Interest earned on other investments2022-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$21,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$21,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$112,892
Employer contributions (assets) at end of year2022-12-31$49,422
Employer contributions (assets) at beginning of year2022-12-31$43,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,558
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$285,891
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$594,053
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,167,377
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,363,728
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FUSTCHARLES LLP
Accountancy firm EIN2022-12-31161226221
2021 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$96,260
Total unrealized appreciation/depreciation of assets2021-12-31$96,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,473
Total income from all sources (including contributions)2021-12-31$220,234
Total loss/gain on sale of assets2021-12-31$2,978
Total of all expenses incurred2021-12-31$158,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$80,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$110,782
Value of total assets at end of year2021-12-31$1,046,649
Value of total assets at beginning of year2021-12-31$983,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$78,392
Total interest from all sources2021-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,200
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$10,200
Administrative expenses professional fees incurred2021-12-31$62,864
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$14,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,473
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$61,496
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,031,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$970,439
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
Investment advisory and management fees2021-12-31$15,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$387,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$917,058
Interest earned on other investments2021-12-31$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$21,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$66,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$66,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$110,782
Employer contributions (assets) at end of year2021-12-31$43,422
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$80,346
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$594,053
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,584,940
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,581,962
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2021-12-31161226221
2020 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$79,826
Total unrealized appreciation/depreciation of assets2020-12-31$79,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$34,994
Total income from all sources (including contributions)2020-12-31$286,896
Total loss/gain on sale of assets2020-12-31$81,623
Total of all expenses incurred2020-12-31$118,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$29,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$109,422
Value of total assets at end of year2020-12-31$983,912
Value of total assets at beginning of year2020-12-31$836,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,681
Total interest from all sources2020-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,990
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$15,990
Administrative expenses professional fees incurred2020-12-31$73,987
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$34,994
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$168,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$970,439
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$801,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$917,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$761,584
Interest earned on other investments2020-12-31$35
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$66,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$109,422
Employer contributions (assets) at beginning of year2020-12-31$72,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$29,565
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,374,365
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,292,742
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2020-12-31161226221
2019 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$35,669
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$35,669
Total unrealized appreciation/depreciation of assets2019-12-31$35,669
Total unrealized appreciation/depreciation of assets2019-12-31$35,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,068
Total income from all sources (including contributions)2019-12-31$263,044
Total income from all sources (including contributions)2019-12-31$263,044
Total loss/gain on sale of assets2019-12-31$63,417
Total loss/gain on sale of assets2019-12-31$63,417
Total of all expenses incurred2019-12-31$120,222
Total of all expenses incurred2019-12-31$120,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$153,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$153,891
Value of total assets at end of year2019-12-31$836,783
Value of total assets at end of year2019-12-31$836,783
Value of total assets at beginning of year2019-12-31$674,035
Value of total assets at beginning of year2019-12-31$674,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$98,159
Total interest from all sources2019-12-31$186
Total interest from all sources2019-12-31$186
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,881
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,809
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,809
Administrative expenses professional fees incurred2019-12-31$85,152
Administrative expenses professional fees incurred2019-12-31$85,152
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$34,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$34,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$15,068
Total non interest bearing cash at end of year2019-12-31$2,237
Total non interest bearing cash at end of year2019-12-31$2,237
Total non interest bearing cash at beginning of year2019-12-31$6,299
Total non interest bearing cash at beginning of year2019-12-31$6,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$142,822
Value of net income/loss2019-12-31$142,822
Value of net assets at end of year (total assets less liabilities)2019-12-31$801,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$801,789
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$658,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$658,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,007
Investment advisory and management fees2019-12-31$13,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$761,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$761,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$494,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$494,392
Interest earned on other investments2019-12-31$186
Interest earned on other investments2019-12-31$186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Contributions received in cash from employer2019-12-31$153,891
Contributions received in cash from employer2019-12-31$153,891
Employer contributions (assets) at end of year2019-12-31$72,960
Employer contributions (assets) at beginning of year2019-12-31$12,126
Employer contributions (assets) at beginning of year2019-12-31$12,126
Income. Dividends from common stock2019-12-31$1,072
Income. Dividends from common stock2019-12-31$1,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,063
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$127,986
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$127,986
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,194,383
Aggregate proceeds on sale of assets2019-12-31$2,194,383
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,130,966
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,130,966
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm name2019-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2019-12-31161226221
Accountancy firm EIN2019-12-31161226221
2018 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,999
Total unrealized appreciation/depreciation of assets2018-12-31$-8,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,543
Total income from all sources (including contributions)2018-12-31$77,781
Total loss/gain on sale of assets2018-12-31$-38,060
Total of all expenses incurred2018-12-31$141,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$52,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$111,978
Value of total assets at end of year2018-12-31$674,035
Value of total assets at beginning of year2018-12-31$739,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,941
Total interest from all sources2018-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,790
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$8,153
Administrative expenses professional fees incurred2018-12-31$76,261
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$16,543
Total non interest bearing cash at end of year2018-12-31$6,299
Total non interest bearing cash at beginning of year2018-12-31$6,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-63,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$658,967
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$722,462
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
Investment advisory and management fees2018-12-31$12,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$494,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$211,613
Interest earned on other investments2018-12-31$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$111,978
Employer contributions (assets) at end of year2018-12-31$12,126
Employer contributions (assets) at beginning of year2018-12-31$43,634
Income. Dividends from common stock2018-12-31$4,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$52,335
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$127,986
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$466,483
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,784,138
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,822,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2018-12-31161226221
2017 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-59,094
Total unrealized appreciation/depreciation of assets2017-12-31$-59,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,678
Total income from all sources (including contributions)2017-12-31$199,082
Total loss/gain on sale of assets2017-12-31$99,165
Total of all expenses incurred2017-12-31$154,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$82,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$138,722
Value of total assets at end of year2017-12-31$739,005
Value of total assets at beginning of year2017-12-31$689,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,745
Total interest from all sources2017-12-31$12,670
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,991
Administrative expenses professional fees incurred2017-12-31$56,748
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$16,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,678
Administrative expenses (other) incurred2017-12-31$18
Total non interest bearing cash at end of year2017-12-31$6,370
Total non interest bearing cash at beginning of year2017-12-31$11,054
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$44,764
Value of net assets at end of year (total assets less liabilities)2017-12-31$722,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$677,698
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
Investment advisory and management fees2017-12-31$7,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$211,613
Interest earned on other investments2017-12-31$12,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$481,033
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$81,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31Yes
Contributions received in cash from employer2017-12-31$138,722
Employer contributions (assets) at end of year2017-12-31$43,634
Employer contributions (assets) at beginning of year2017-12-31$55,477
Income. Dividends from common stock2017-12-31$5,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$745
Contract administrator fees2017-12-31$7,500
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$466,483
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$141,812
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$746,766
Aggregate carrying amount (costs) on sale of assets2017-12-31$647,601
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2017-12-31161226221
2016 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,606
Total unrealized appreciation/depreciation of assets2016-12-31$22,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,241
Total income from all sources (including contributions)2016-12-31$190,066
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$89,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$144,774
Value of total assets at end of year2016-12-31$689,376
Value of total assets at beginning of year2016-12-31$587,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$68,230
Total interest from all sources2016-12-31$18,193
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$56,950
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,678
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,241
Total non interest bearing cash at end of year2016-12-31$11,054
Total non interest bearing cash at beginning of year2016-12-31$8,477
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$100,427
Value of net assets at end of year (total assets less liabilities)2016-12-31$677,698
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$577,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,280
Interest earned on other investments2016-12-31$18,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$481,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$400,326
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$21,409
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$144,774
Employer contributions (assets) at end of year2016-12-31$55,477
Employer contributions (assets) at beginning of year2016-12-31$59,498
Income. Dividends from common stock2016-12-31$4,493
Contract administrator fees2016-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$141,812
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$119,211
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2016-12-31161226221
2015 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-32,707
Total unrealized appreciation/depreciation of assets2015-12-31$-32,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,719
Total income from all sources (including contributions)2015-12-31$128,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$231,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$160,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$141,285
Value of total assets at end of year2015-12-31$587,512
Value of total assets at beginning of year2015-12-31$696,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,375
Total interest from all sources2015-12-31$16,120
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$57,805
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,987
Total non interest bearing cash at end of year2015-12-31$8,477
Total non interest bearing cash at beginning of year2015-12-31$6,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-102,320
Value of net assets at end of year (total assets less liabilities)2015-12-31$577,271
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$679,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,570
Interest earned on other investments2015-12-31$16,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$400,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$477,766
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$160,704
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$141,285
Employer contributions (assets) at end of year2015-12-31$59,498
Employer contributions (assets) at beginning of year2015-12-31$59,637
Income. Dividends from common stock2015-12-31$4,061
Contract administrator fees2015-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$119,211
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$151,918
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,732
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2015-12-31161226221
2014 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,093
Total unrealized appreciation/depreciation of assets2014-12-31$-5,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,300
Total income from all sources (including contributions)2014-12-31$134,760
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$210,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$141,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,450
Value of total assets at end of year2014-12-31$696,310
Value of total assets at beginning of year2014-12-31$776,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,532
Total interest from all sources2014-12-31$18,335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$56,952
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$20,300
Total non interest bearing cash at end of year2014-12-31$6,989
Total non interest bearing cash at beginning of year2014-12-31$5,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-76,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$679,591
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$755,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,580
Interest earned on other investments2014-12-31$18,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$477,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$526,200
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$141,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$117,450
Employer contributions (assets) at end of year2014-12-31$59,637
Employer contributions (assets) at beginning of year2014-12-31$87,370
Income. Dividends from common stock2014-12-31$4,068
Contract administrator fees2014-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$151,918
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$157,011
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,732
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FUST CHARLES CHAMBERS, LLP
Accountancy firm EIN2014-12-31161226221
2013 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$48,863
Total unrealized appreciation/depreciation of assets2013-12-31$48,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$20,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$161,932
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$236,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$87,370
Value of total assets at end of year2013-12-31$776,083
Value of total assets at beginning of year2013-12-31$830,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,109
Total interest from all sources2013-12-31$21,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$74,901
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$20,300
Total non interest bearing cash at end of year2013-12-31$5,502
Total non interest bearing cash at beginning of year2013-12-31$4,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-74,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$755,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$830,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$3,208
Interest earned on other investments2013-12-31$21,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$526,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$575,199
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$148,453
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$87,370
Employer contributions (assets) at end of year2013-12-31$87,370
Employer contributions (assets) at beginning of year2013-12-31$143,000
Income. Dividends from common stock2013-12-31$4,000
Contract administrator fees2013-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$157,011
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$108,149
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FUST CHARLES CHAMBERS LLP
Accountancy firm EIN2013-12-31161226221
2012 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$23,635
Total unrealized appreciation/depreciation of assets2012-12-31$23,635
Total income from all sources (including contributions)2012-12-31$144,561
Total of all expenses incurred2012-12-31$183,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$152,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$93,019
Value of total assets at end of year2012-12-31$830,413
Value of total assets at beginning of year2012-12-31$869,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,889
Total interest from all sources2012-12-31$23,737
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Total non interest bearing cash at end of year2012-12-31$4,065
Total non interest bearing cash at beginning of year2012-12-31$20,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-38,723
Value of net assets at end of year (total assets less liabilities)2012-12-31$830,413
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$869,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,889
Interest earned on other investments2012-12-31$23,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$575,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$713,856
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$152,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$93,019
Employer contributions (assets) at end of year2012-12-31$143,000
Employer contributions (assets) at beginning of year2012-12-31$49,981
Income. Dividends from common stock2012-12-31$4,170
Contract administrator fees2012-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$108,149
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$84,514
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2012-12-31264298079
2011 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-52,204
Total unrealized appreciation/depreciation of assets2011-12-31$-52,204
Total income from all sources (including contributions)2011-12-31$77,573
Total of all expenses incurred2011-12-31$34,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$98,751
Value of total assets at end of year2011-12-31$869,136
Value of total assets at beginning of year2011-12-31$826,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,213
Total interest from all sources2011-12-31$26,877
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at end of year2011-12-31$20,785
Total non interest bearing cash at beginning of year2011-12-31$19,850
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$42,795
Value of net assets at end of year (total assets less liabilities)2011-12-31$869,136
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$826,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,213
Interest earned on other investments2011-12-31$26,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$713,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$637,908
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$21,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$98,751
Employer contributions (assets) at end of year2011-12-31$49,981
Employer contributions (assets) at beginning of year2011-12-31$31,865
Income. Dividends from common stock2011-12-31$4,149
Contract administrator fees2011-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$84,514
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$136,718
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31EFP ROTENBERG,LLP
Accountancy firm EIN2011-12-31264298079
2010 : MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-9,232
Total unrealized appreciation/depreciation of assets2010-12-31$-9,232
Total income from all sources (including contributions)2010-12-31$96,688
Total of all expenses incurred2010-12-31$15,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$78,855
Value of total assets at end of year2010-12-31$826,341
Value of total assets at beginning of year2010-12-31$745,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,933
Total interest from all sources2010-12-31$23,007
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Total non interest bearing cash at end of year2010-12-31$19,850
Total non interest bearing cash at beginning of year2010-12-31$17,726
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$81,128
Value of net assets at end of year (total assets less liabilities)2010-12-31$826,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$745,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,933
Interest earned on other investments2010-12-31$23,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$637,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$545,567
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,627
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$78,855
Employer contributions (assets) at end of year2010-12-31$31,865
Employer contributions (assets) at beginning of year2010-12-31$35,971
Income. Dividends from common stock2010-12-31$4,058
Contract administrator fees2010-12-31$10,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$136,718
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$145,950
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2010-12-31264298079

Form 5500 Responses for MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN

2022: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY 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: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01First time form 5500 has been submittedYes
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: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY 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 benefit arrangement – InsuranceYes
2011: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY 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 benefit arrangement – InsuranceYes
2009: MERCY HEALTH & REHABILITATION CENTER GROUP ANNUITY 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 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 numberGAC 1717 ASSN 0
Policy instance 1
Insurance contract or identification numberGAC 1717 ASSN 0
Number of Individuals Covered96
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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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