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ST MARYS HOME OF ERIE 403(B) PLAN 401k Plan overview

Plan NameST MARYS HOME OF ERIE 403(B) PLAN
Plan identification number 001

ST MARYS HOME OF ERIE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

ST MARYS HOME OF ERIE has sponsored the creation of one or more 401k plans.

Company Name:ST MARYS HOME OF ERIE
Employer identification number (EIN):251073144
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST MARYS HOME OF ERIE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT COX
0012013-01-01ROBERT COX
0012012-01-01ROBERT COX
0012011-01-01ROBERT COX
0012009-01-01ROBERT COX

Plan Statistics for ST MARYS HOME OF ERIE 403(B) PLAN

401k plan membership statisitcs for ST MARYS HOME OF ERIE 403(B) PLAN

Measure Date Value
2022: ST MARYS HOME OF ERIE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01492
Total number of active participants reported on line 7a of the Form 55002022-01-01188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01236
Total of all active and inactive participants2022-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01424
Number of participants with account balances2022-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0160
2021: ST MARYS HOME OF ERIE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01617
Total number of active participants reported on line 7a of the Form 55002021-01-01206
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01272
Total of all active and inactive participants2021-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01478
Number of participants with account balances2021-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0162
2020: ST MARYS HOME OF ERIE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01569
Total number of active participants reported on line 7a of the Form 55002020-01-01412
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01207
Total of all active and inactive participants2020-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01619
Number of participants with account balances2020-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0190
2019: ST MARYS HOME OF ERIE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01563
Total number of active participants reported on line 7a of the Form 55002019-01-01434
Number of retired or separated participants receiving benefits2019-01-01124
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01558
Number of participants with account balances2019-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0150
2018: ST MARYS HOME OF ERIE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01565
Total number of active participants reported on line 7a of the Form 55002018-01-01438
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01561
Number of participants with account balances2018-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST MARYS HOME OF ERIE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01553
Total number of active participants reported on line 7a of the Form 55002017-01-01449
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01116
Total of all active and inactive participants2017-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01565
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST MARYS HOME OF ERIE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01549
Total number of active participants reported on line 7a of the Form 55002016-01-01453
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01553
Number of participants with account balances2016-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST MARYS HOME OF ERIE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01546
Total number of active participants reported on line 7a of the Form 55002015-01-01453
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01549
Number of participants with account balances2015-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST MARYS HOME OF ERIE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01549
Total number of active participants reported on line 7a of the Form 55002014-01-01455
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01546
Number of participants with account balances2014-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST MARYS HOME OF ERIE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01558
Total number of active participants reported on line 7a of the Form 55002013-01-01470
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01549
Total participants2013-01-01549
Number of participants with account balances2013-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST MARYS HOME OF ERIE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01542
Total number of active participants reported on line 7a of the Form 55002012-01-01489
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01558
Total participants2012-01-01558
Number of participants with account balances2012-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST MARYS HOME OF ERIE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01538
Total number of active participants reported on line 7a of the Form 55002011-01-01465
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01542
Number of participants with account balances2011-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ST MARYS HOME OF ERIE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01539
Total number of active participants reported on line 7a of the Form 55002009-01-01463
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0179
Total of all active and inactive participants2009-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01542
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST MARYS HOME OF ERIE 403(B) PLAN

Measure Date Value
2022 : ST MARYS HOME OF ERIE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,460
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-854,571
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,402,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,306,712
Expenses. Certain deemed distributions of participant loans2022-12-31$13,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$658,433
Value of total assets at end of year2022-12-31$9,377,878
Value of total assets at beginning of year2022-12-31$11,636,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,645
Total interest from all sources2022-12-31$5,226
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$299,081
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$299,081
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$382,420
Participant contributions at end of year2022-12-31$66,270
Participant contributions at beginning of year2022-12-31$123,476
Participant contributions at end of year2022-12-31$13,603
Participant contributions at beginning of year2022-12-31$1,339
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$80,013
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,460
Other income not declared elsewhere2022-12-31$6,951
Administrative expenses (other) incurred2022-12-31$81,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,256,781
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,377,878
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,634,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,728,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,901,695
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$5,226
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,557,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,607,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,824,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$196,000
Employer contributions (assets) at end of year2022-12-31$11,864
Employer contributions (assets) at beginning of year2022-12-31$1,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,306,712
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : ST MARYS HOME OF ERIE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,272,642
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,684,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,556,100
Expenses. Certain deemed distributions of participant loans2021-12-31$14,024
Value of total corrective distributions2021-12-31$223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$918,259
Value of total assets at end of year2021-12-31$11,636,119
Value of total assets at beginning of year2021-12-31$13,046,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$114,490
Total interest from all sources2021-12-31$6,007
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$534,132
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$534,132
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$504,811
Participant contributions at end of year2021-12-31$123,476
Participant contributions at beginning of year2021-12-31$128,180
Participant contributions at end of year2021-12-31$1,339
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$128,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$114,490
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,412,195
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,634,659
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,046,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,901,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,037,774
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$6,007
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,607,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,879,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$814,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$285,215
Employer contributions (assets) at end of year2021-12-31$1,684
Employer contributions (assets) at beginning of year2021-12-31$1,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,556,100
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ST MARYS HOME OF ERIE 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,676,431
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,698,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,522,214
Expenses. Certain deemed distributions of participant loans2020-12-31$55,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,250,227
Value of total assets at end of year2020-12-31$13,046,854
Value of total assets at beginning of year2020-12-31$12,068,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,514
Total interest from all sources2020-12-31$8,232
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$210,855
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$210,855
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$707,575
Participant contributions at end of year2020-12-31$128,180
Participant contributions at beginning of year2020-12-31$149,941
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$276
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$99,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$120,514
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$978,083
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,046,854
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,068,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,037,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,048,196
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,232
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,879,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,870,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,207,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$443,104
Employer contributions (assets) at end of year2020-12-31$1,864
Employer contributions (assets) at beginning of year2020-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,522,214
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2020-12-31550486667
2019 : ST MARYS HOME OF ERIE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,919,816
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,238,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,150,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,063,973
Value of total assets at end of year2019-12-31$12,068,771
Value of total assets at beginning of year2019-12-31$10,387,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$88,520
Total interest from all sources2019-12-31$53,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$420,490
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$420,490
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$606,977
Participant contributions at end of year2019-12-31$149,941
Participant contributions at beginning of year2019-12-31$85,154
Participant contributions at end of year2019-12-31$276
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$533
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$70
Administrative expenses (other) incurred2019-12-31$88,520
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,681,120
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,068,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,387,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,048,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,687,723
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$5,351
Interest earned on other investments2019-12-31$48,092
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,870,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,614,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,381,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$394,531
Employer contributions (assets) at end of year2019-12-31$107
Employer contributions (assets) at beginning of year2019-12-31$478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,149,643
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2019-12-31550486667
2018 : ST MARYS HOME OF ERIE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,076
Total income from all sources (including contributions)2018-12-31$1,517,300
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,856,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,812,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,551,196
Value of total assets at end of year2018-12-31$10,387,651
Value of total assets at beginning of year2018-12-31$11,727,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,320
Total interest from all sources2018-12-31$6,396
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$285,456
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$285,456
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$518,949
Participant contributions at end of year2018-12-31$85,154
Participant contributions at beginning of year2018-12-31$35,004
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$688,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$70
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$44,320
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$1,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,339,245
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,387,651
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,726,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,687,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,809,279
Interest on participant loans2018-12-31$6,396
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,614,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,883,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-325,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$343,563
Employer contributions (assets) at end of year2018-12-31$478
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,812,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2018-12-31550486667
2017 : ST MARYS HOME OF ERIE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,723
Total income from all sources (including contributions)2017-12-31$2,337,498
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$660,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$619,669
Expenses. Certain deemed distributions of participant loans2017-12-31$33,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$792,978
Value of total assets at end of year2017-12-31$11,727,972
Value of total assets at beginning of year2017-12-31$10,055,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,470
Total interest from all sources2017-12-31$3,390
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$483,678
Participant contributions at end of year2017-12-31$35,004
Participant contributions at beginning of year2017-12-31$70,556
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$96,100
Administrative expenses (other) incurred2017-12-31$7,470
Liabilities. Value of operating payables at end of year2017-12-31$1,076
Liabilities. Value of operating payables at beginning of year2017-12-31$5,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,677,129
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,726,896
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,049,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,809,279
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,257,242
Interest on participant loans2017-12-31$3,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,883,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,727,692
Net investment gain/loss from pooled separate accounts2017-12-31$1,445,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$309,300
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$619,669
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2017-12-31550486667
2016 : ST MARYS HOME OF ERIE 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,345,957
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$396,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$364,126
Expenses. Certain deemed distributions of participant loans2016-12-31$24,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$764,332
Value of total assets at end of year2016-12-31$10,055,490
Value of total assets at beginning of year2016-12-31$9,099,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,300
Total interest from all sources2016-12-31$3,186
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$447,770
Participant contributions at end of year2016-12-31$70,556
Participant contributions at beginning of year2016-12-31$101,202
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,041
Other income not declared elsewhere2016-12-31$90,026
Administrative expenses (other) incurred2016-12-31$7,300
Liabilities. Value of operating payables at end of year2016-12-31$5,723
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$949,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,049,767
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,099,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,257,242
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,459,116
Interest on participant loans2016-12-31$3,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,727,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,539,554
Net investment gain/loss from pooled separate accounts2016-12-31$488,413
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$294,521
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$364,126
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2016-12-31550486667
2015 : ST MARYS HOME OF ERIE 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$706,532
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$685,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$678,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$734,665
Value of total assets at end of year2015-12-31$9,099,872
Value of total assets at beginning of year2015-12-31$9,079,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,267
Total interest from all sources2015-12-31$4,020
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$436,681
Participant contributions at end of year2015-12-31$101,202
Participant contributions at beginning of year2015-12-31$125,252
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,774
Other income not declared elsewhere2015-12-31$85,635
Administrative expenses (other) incurred2015-12-31$7,267
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$20,717
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,099,872
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,079,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$6,459,116
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,548,513
Interest on participant loans2015-12-31$4,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,539,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,405,390
Net investment gain/loss from pooled separate accounts2015-12-31$-117,788
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$291,210
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$678,548
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2015-12-31550486667
2014 : ST MARYS HOME OF ERIE 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,257,820
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$371,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$364,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$787,055
Value of total assets at end of year2014-12-31$9,079,155
Value of total assets at beginning of year2014-12-31$8,192,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,743
Total interest from all sources2014-12-31$3,476
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$445,558
Participant contributions at end of year2014-12-31$125,252
Participant contributions at beginning of year2014-12-31$142,896
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,957
Other income not declared elsewhere2014-12-31$80,835
Administrative expenses (other) incurred2014-12-31$6,743
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$886,417
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,079,155
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,192,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,548,513
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,752,471
Interest on participant loans2014-12-31$3,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,405,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,297,371
Net investment gain/loss from pooled separate accounts2014-12-31$386,454
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$291,540
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$364,660
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARBIS WALKER LLP
Accountancy firm EIN2014-12-31250988255
2013 : ST MARYS HOME OF ERIE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,992,427
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$560,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$554,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$749,528
Value of total assets at end of year2013-12-31$8,192,738
Value of total assets at beginning of year2013-12-31$6,761,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,207
Total interest from all sources2013-12-31$4,626
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$409,110
Participant contributions at end of year2013-12-31$142,896
Participant contributions at beginning of year2013-12-31$126,904
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,490
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$72,058
Other income not declared elsewhere2013-12-31$77,631
Administrative expenses (other) incurred2013-12-31$6,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,431,695
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,192,738
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,761,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$5,752,471
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,364,652
Interest on participant loans2013-12-31$4,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,297,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,265,737
Net investment gain/loss from pooled separate accounts2013-12-31$1,160,642
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$268,360
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$1,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$554,525
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARBIS WALKER LLP
Accountancy firm EIN2013-12-31250988255
2012 : ST MARYS HOME OF ERIE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,284,189
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$769,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$763,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$629,542
Value of total assets at end of year2012-12-31$6,761,043
Value of total assets at beginning of year2012-12-31$6,246,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,881
Total interest from all sources2012-12-31$4,405
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$377,897
Participant contributions at end of year2012-12-31$126,904
Participant contributions at beginning of year2012-12-31$137,662
Participant contributions at end of year2012-12-31$2,490
Participant contributions at beginning of year2012-12-31$3,010
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,200
Other income not declared elsewhere2012-12-31$75,351
Administrative expenses (other) incurred2012-12-31$5,881
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$514,651
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,761,043
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,246,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,364,652
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,915,631
Interest on participant loans2012-12-31$4,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,265,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,188,659
Net investment gain/loss from pooled separate accounts2012-12-31$574,891
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$242,445
Employer contributions (assets) at end of year2012-12-31$1,260
Employer contributions (assets) at beginning of year2012-12-31$1,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$763,657
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARBIS WALKER LLP
Accountancy firm EIN2012-12-31250988255
2011 : ST MARYS HOME OF ERIE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$458,365
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$346,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$593,280
Value of total assets at end of year2011-12-31$6,246,392
Value of total assets at beginning of year2011-12-31$6,134,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,714
Total interest from all sources2011-12-31$3,224
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$364,665
Participant contributions at end of year2011-12-31$137,662
Participant contributions at beginning of year2011-12-31$90,474
Participant contributions at end of year2011-12-31$3,010
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,104
Other income not declared elsewhere2011-12-31$71,838
Administrative expenses (other) incurred2011-12-31$5,714
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$112,244
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,246,392
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,134,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,915,631
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,997,861
Interest on participant loans2011-12-31$3,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,188,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,045,813
Net investment gain/loss from pooled separate accounts2011-12-31$-209,977
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$227,511
Employer contributions (assets) at end of year2011-12-31$1,430
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,407
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARBIS WALKER LLP
Accountancy firm EIN2011-12-31250988255
2010 : ST MARYS HOME OF ERIE 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,211,359
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$385,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$380,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$658,485
Value of total assets at end of year2010-12-31$6,134,148
Value of total assets at beginning of year2010-12-31$5,308,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,523
Total interest from all sources2010-12-31$3,470
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$348,559
Participant contributions at end of year2010-12-31$90,474
Participant contributions at beginning of year2010-12-31$81,946
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$89,335
Other income not declared elsewhere2010-12-31$72,655
Administrative expenses (other) incurred2010-12-31$5,523
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$825,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,134,148
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,308,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,997,861
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,236,732
Interest on participant loans2010-12-31$3,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,045,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,989,858
Net investment gain/loss from pooled separate accounts2010-12-31$476,749
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$220,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$380,224
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARBIS WALKER LLP
Accountancy firm EIN2010-12-31250988255
2009 : ST MARYS HOME OF ERIE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST MARYS HOME OF ERIE 403(B) PLAN

2022: ST MARYS HOME OF ERIE 403(B) 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: ST MARYS HOME OF ERIE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST MARYS HOME OF ERIE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST MARYS HOME OF ERIE 403(B) 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: ST MARYS HOME OF ERIE 403(B) 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: ST MARYS HOME OF ERIE 403(B) 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: ST MARYS HOME OF ERIE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST MARYS HOME OF ERIE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST MARYS HOME OF ERIE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST MARYS HOME OF ERIE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST MARYS HOME OF ERIE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST MARYS HOME OF ERIE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ST MARYS HOME OF ERIE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSMHE-001
Policy instance 1
Insurance contract or identification numberSMHE-001
Number of Individuals Covered424
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSMHE-001
Policy instance 1
Insurance contract or identification numberSMHE-001
Number of Individuals Covered478
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSMHE-001
Policy instance 1
Insurance contract or identification numberSMHE-001
Number of Individuals Covered619
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberSMHE-001
Policy instance 1
Insurance contract or identification numberSMHE-001
Number of Individuals Covered558
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 2
Insurance contract or identification number904393
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,960
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894098+087
Policy instance 1
Insurance contract or identification number894098+087
Number of Individuals Covered561
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered340
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $37,600
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,463
Insurance broker organization code?3
Insurance broker nameHIBACH/GARY B/CLU & ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered322
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,172
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,208
Insurance broker organization code?3
Insurance broker nameHIBACH/GARY B/CLU & ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered324
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $37,123
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,038
Insurance broker organization code?3
Insurance broker nameFINANCIAL NETWORK INVESTMNET CO
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered286
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $36,558
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,675
Insurance broker organization code?3
Insurance broker nameHAIBACH/GARY/CLU & ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered281
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30,079
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,608
Insurance broker organization code?3
Insurance broker nameHAIBACH/GARY B/CLU & ASSOC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,451
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number904393
Policy instance 1
Insurance contract or identification number904393
Number of Individuals Covered280
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,521
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,599
Insurance broker organization code?3
Insurance broker nameGARY B HAIBACH

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