?>
Logo

KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameKEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN
Plan identification number 001

KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

KEYSTONE RURAL HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:KEYSTONE RURAL HEALTH CENTER
Employer identification number (EIN):251546810
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about KEYSTONE RURAL HEALTH CENTER

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 970589

More information about KEYSTONE RURAL HEALTH CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOANNE COCHRAN2023-07-20
0012021-01-01JOANNE COCHRAN2022-07-24
0012020-01-01JOANNE COCHRAN2021-07-08
0012019-01-01LINDA BAER2020-06-04
0012018-01-01LINDA BAER2019-07-24
0012017-01-01
0012016-01-01
0012015-01-01LINDA BAER
0012014-01-01LINDA BAER
0012013-01-01LINDA BAER
0012012-01-01LINDA BAER
0012011-01-01LINDA BAER
0012009-01-01LINDA BAER LINDA BAER2011-03-30
0012009-01-01LINDA S. BAER LINDA S. BAER2010-10-14

Plan Statistics for KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01650
Total number of active participants reported on line 7a of the Form 55002022-01-01541
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01123
Total of all active and inactive participants2022-01-01666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01666
Number of participants with account balances2022-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01634
Total number of active participants reported on line 7a of the Form 55002021-01-01526
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01124
Total of all active and inactive participants2021-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01651
Number of participants with account balances2021-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01607
Total number of active participants reported on line 7a of the Form 55002020-01-01526
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01634
Number of participants with account balances2020-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01547
Total number of active participants reported on line 7a of the Form 55002019-01-01526
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01607
Number of participants with account balances2019-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01508
Total number of active participants reported on line 7a of the Form 55002018-01-01479
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01547
Number of participants with account balances2018-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01476
Total number of active participants reported on line 7a of the Form 55002017-01-01438
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01501
Number of participants with account balances2017-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01416
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01473
Number of participants with account balances2016-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01366
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01419
Number of participants with account balances2015-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01326
Total number of active participants reported on line 7a of the Form 55002014-01-01347
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01399
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01323
Total number of active participants reported on line 7a of the Form 55002013-01-01303
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01326
Number of participants with account balances2013-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01349
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01327
Number of participants with account balances2012-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01339
Total number of active participants reported on line 7a of the Form 55002011-01-01351
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01362
Number of participants with account balances2011-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01252
Total number of active participants reported on line 7a of the Form 55002009-01-01335
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01355
Number of participants with account balances2009-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,889,159
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,595,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,449,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,498,800
Value of total assets at end of year2022-12-31$27,541,147
Value of total assets at beginning of year2022-12-31$31,025,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,764
Total interest from all sources2022-12-31$260,773
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$776,187
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$776,187
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$2,237,161
Participant contributions at end of year2022-12-31$329,553
Participant contributions at beginning of year2022-12-31$385,048
Participant contributions at end of year2022-12-31$64,134
Participant contributions at beginning of year2022-12-31$56,180
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$86,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,484,732
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,541,147
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,025,879
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$25,368,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,997,004
Interest on participant loans2022-12-31$12,547
Interest earned on other investments2022-12-31$248,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,743,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,553,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,424,919
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$1,175,483
Employer contributions (assets) at end of year2022-12-31$34,619
Employer contributions (assets) at beginning of year2022-12-31$33,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,449,809
Contract administrator fees2022-12-31$145,764
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SMITH ELLOITT KEARNS AND CO., LLC
Accountancy firm EIN2022-12-31520783935
2021 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$158,442
Total income from all sources (including contributions)2021-12-31$6,923,701
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,390,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,245,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,271,614
Value of total assets at end of year2021-12-31$31,025,879
Value of total assets at beginning of year2021-12-31$26,651,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$145,016
Total interest from all sources2021-12-31$60,114
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,696,605
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$2,696,605
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$2,045,649
Participant contributions at end of year2021-12-31$385,048
Participant contributions at beginning of year2021-12-31$454,492
Participant contributions at end of year2021-12-31$56,180
Participant contributions at beginning of year2021-12-31$140,237
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$112,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$158,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,532,848
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,025,879
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,493,031
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$28,997,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,701,608
Interest on participant loans2021-12-31$21,407
Interest earned on other investments2021-12-31$38,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,553,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,265,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$895,368
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$1,113,501
Employer contributions (assets) at end of year2021-12-31$33,808
Employer contributions (assets) at beginning of year2021-12-31$89,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,245,837
Contract administrator fees2021-12-31$145,016
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SMITH ELLOITT KEARNS AND CO., LLC
Accountancy firm EIN2021-12-31520783935
2020 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$158,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$117,130
Total income from all sources (including contributions)2020-12-31$6,780,271
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,947,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,792,021
Expenses. Certain deemed distributions of participant loans2020-12-31$25,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,351,376
Value of total assets at end of year2020-12-31$26,651,473
Value of total assets at beginning of year2020-12-31$21,777,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$130,297
Total interest from all sources2020-12-31$13,769
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$864,521
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$864,521
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$1,977,657
Participant contributions at end of year2020-12-31$454,492
Participant contributions at beginning of year2020-12-31$434,638
Participant contributions at end of year2020-12-31$140,237
Participant contributions at beginning of year2020-12-31$67,384
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$261,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$158,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$117,130
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$4,832,695
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,493,031
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,660,336
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$24,701,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,166,993
Interest on participant loans2020-12-31$13,479
Interest earned on other investments2020-12-31$290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,265,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,064,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,550,605
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$1,111,924
Employer contributions (assets) at end of year2020-12-31$89,994
Employer contributions (assets) at beginning of year2020-12-31$44,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,792,021
Contract administrator fees2020-12-31$130,297
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH ELLOITT KEARNS AND CO., LLC
Accountancy firm EIN2020-12-31520783935
2019 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$117,130
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$6,325,439
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,000,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$867,806
Expenses. Certain deemed distributions of participant loans2019-12-31$3,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,749,953
Value of total assets at end of year2019-12-31$21,777,466
Value of total assets at beginning of year2019-12-31$16,335,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$128,700
Total interest from all sources2019-12-31$49,083
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$553,197
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$553,197
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$1,730,679
Participant contributions at end of year2019-12-31$434,638
Participant contributions at beginning of year2019-12-31$293,534
Participant contributions at end of year2019-12-31$67,384
Participant contributions at beginning of year2019-12-31$60,122
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$117,130
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$5,325,118
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,660,336
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,335,218
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$20,166,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,179,839
Interest on participant loans2019-12-31$17,195
Interest earned on other investments2019-12-31$31,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,064,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$763,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,973,206
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$953,261
Employer contributions (assets) at end of year2019-12-31$44,344
Employer contributions (assets) at beginning of year2019-12-31$37,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$867,806
Contract administrator fees2019-12-31$128,700
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 name2019-12-31SMITH ELLOITT KEARNS AND CO., LLC
Accountancy firm EIN2019-12-31520783935
2018 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,645,091
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$750,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$636,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,538,442
Value of total assets at end of year2018-12-31$16,335,218
Value of total assets at beginning of year2018-12-31$15,440,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$113,892
Total interest from all sources2018-12-31$36,572
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$594,179
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$594,179
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,555,395
Participant contributions at end of year2018-12-31$293,534
Participant contributions at beginning of year2018-12-31$236,204
Participant contributions at end of year2018-12-31$60,122
Participant contributions at beginning of year2018-12-31$51,452
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$150,939
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$894,895
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,335,218
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,440,323
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$15,179,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,449,572
Interest on participant loans2018-12-31$10,593
Interest earned on other investments2018-12-31$25,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$763,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$660,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,524,102
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$832,108
Employer contributions (assets) at end of year2018-12-31$37,797
Employer contributions (assets) at beginning of year2018-12-31$42,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$636,304
Contract administrator fees2018-12-31$113,892
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 name2018-12-31SMITH ELLIOTT KEARNS AND CO., LLC
Accountancy firm EIN2018-12-31520783935
2017 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,714,820
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$692,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$579,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,717,278
Value of total assets at end of year2017-12-31$15,440,323
Value of total assets at beginning of year2017-12-31$11,417,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$113,130
Total interest from all sources2017-12-31$21,858
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$393,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$393,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
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$1,395,802
Participant contributions at end of year2017-12-31$236,204
Participant contributions at beginning of year2017-12-31$149,712
Participant contributions at end of year2017-12-31$51,452
Participant contributions at beginning of year2017-12-31$51,181
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$544,041
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$4,022,578
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,440,323
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,417,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,449,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,608,746
Interest on participant loans2017-12-31$6,263
Interest earned on other investments2017-12-31$15,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$660,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$573,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,582,336
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$777,435
Employer contributions (assets) at end of year2017-12-31$42,823
Employer contributions (assets) at beginning of year2017-12-31$34,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$579,112
Contract administrator fees2017-12-31$113,130
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 name2017-12-31SMITH ELLIOTT KEARNS AND CO., LLC
Accountancy firm EIN2017-12-31520783935
2016 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,971,345
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$452,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$366,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,252,602
Value of total assets at end of year2016-12-31$11,417,745
Value of total assets at beginning of year2016-12-31$8,898,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,340
Total interest from all sources2016-12-31$15,222
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$264,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$264,169
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
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$1,272,679
Participant contributions at end of year2016-12-31$149,712
Participant contributions at beginning of year2016-12-31$91,328
Participant contributions at end of year2016-12-31$51,181
Participant contributions at beginning of year2016-12-31$30,674
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$263,626
Total non interest bearing cash at beginning of year2016-12-31$25,546
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$2,519,314
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,417,745
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,898,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,608,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,250,410
Interest on participant loans2016-12-31$3,192
Interest earned on other investments2016-12-31$12,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$573,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$479,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$439,352
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$716,297
Employer contributions (assets) at end of year2016-12-31$34,384
Employer contributions (assets) at beginning of year2016-12-31$20,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$366,691
Contract administrator fees2016-12-31$85,340
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 name2016-12-31SMITH ELLIOTT KEARNS & CO, LLC
Accountancy firm EIN2016-12-31520783935
2015 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$1,687,925
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$800,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$726,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,714,219
Value of total assets at end of year2015-12-31$8,898,431
Value of total assets at beginning of year2015-12-31$8,010,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,588
Total interest from all sources2015-12-31$14,116
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$300,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$300,525
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,062,707
Participant contributions at end of year2015-12-31$91,328
Participant contributions at beginning of year2015-12-31$73,696
Participant contributions at end of year2015-12-31$30,674
Participant contributions at beginning of year2015-12-31$30,503
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$57,715
Total non interest bearing cash at end of year2015-12-31$25,546
Total non interest bearing cash at beginning of year2015-12-31$17,156
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$887,837
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,898,431
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,010,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,250,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,214,771
Interest on participant loans2015-12-31$2,792
Interest earned on other investments2015-12-31$11,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$479,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$656,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-340,935
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$593,797
Employer contributions (assets) at end of year2015-12-31$20,750
Employer contributions (assets) at beginning of year2015-12-31$18,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$726,500
Contract administrator fees2015-12-31$73,588
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 name2015-12-31SMITH ELLIOTT KEARNS & CO, LLC
Accountancy firm EIN2015-12-31520783935
2014 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$2,004,683
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$682,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$635,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,529,815
Value of total assets at end of year2014-12-31$8,010,594
Value of total assets at beginning of year2014-12-31$6,688,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,288
Total interest from all sources2014-12-31$16,426
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$947,003
Participant contributions at end of year2014-12-31$73,696
Participant contributions at beginning of year2014-12-31$76,786
Participant contributions at end of year2014-12-31$30,503
Participant contributions at beginning of year2014-12-31$21,872
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,330
Total non interest bearing cash at end of year2014-12-31$17,156
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$1,321,796
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,010,594
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,688,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,214,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,555,718
Interest on participant loans2014-12-31$2,619
Interest earned on other investments2014-12-31$13,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$656,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$458,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$543,482
Employer contributions (assets) at end of year2014-12-31$18,215
Employer contributions (assets) at beginning of year2014-12-31$4,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$635,599
Contract administrator fees2014-12-31$47,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31SMITH ELLIOTT KEARNS & CO. LLC
Accountancy firm EIN2014-12-31520783935
2013 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$1,843,681
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$295,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$291,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$955,502
Value of total assets at end of year2013-12-31$6,688,798
Value of total assets at beginning of year2013-12-31$5,140,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,978
Total interest from all sources2013-12-31$3,252
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$241,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$241,444
Administrative expenses professional fees incurred2013-12-31$3,978
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$795,841
Participant contributions at end of year2013-12-31$76,786
Participant contributions at beginning of year2013-12-31$71,727
Participant contributions at end of year2013-12-31$21,872
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$37,914
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$1,548,428
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,688,798
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,140,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,555,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,040,018
Interest on participant loans2013-12-31$3,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$643,483
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$121,747
Employer contributions (assets) at end of year2013-12-31$4,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$291,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31SMITH ELLIOTT KEARNS & CO., LLC
Accountancy firm EIN2013-12-31520783935
2012 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$1,479,579
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$730,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$727,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$929,835
Value of total assets at end of year2012-12-31$5,140,370
Value of total assets at beginning of year2012-12-31$4,391,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,015
Total interest from all sources2012-12-31$2,674
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$105,869
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$439,126
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$803,689
Participant contributions at end of year2012-12-31$71,727
Participant contributions at beginning of year2012-12-31$68,192
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,462
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$749,108
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,140,370
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,391,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,040,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,295,278
Interest on participant loans2012-12-31$2,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$27,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$441,201
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$112,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$727,456
Contract administrator fees2012-12-31$3,015
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 name2012-12-31SMITH ELLIOTT KEARNS AND CO LLC
Accountancy firm EIN2012-12-31520783935
2011 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$1,166,737
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$471,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$467,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,259,527
Value of total assets at end of year2011-12-31$4,391,262
Value of total assets at beginning of year2011-12-31$3,695,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,464
Total interest from all sources2011-12-31$1,151
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,335
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$369,592
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$888,028
Participant contributions at end of year2011-12-31$68,192
Participant contributions at beginning of year2011-12-31$11,001
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$253,129
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$695,347
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,391,262
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,695,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,295,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,657,950
Interest on participant loans2011-12-31$1,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$27,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-157,276
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$118,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$467,926
Contract administrator fees2011-12-31$3,464
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 name2011-12-31SMITH ELLIOTT KEARNS AND CO LL
Accountancy firm EIN2011-12-31520783935
2010 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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$1,536,157
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$196,183
Value of total corrective distributions2010-12-31$2,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,149,382
Value of total assets at end of year2010-12-31$3,695,915
Value of total assets at beginning of year2010-12-31$2,360,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,460
Total interest from all sources2010-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$57,890
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$57,890
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$882,671
Participant contributions at end of year2010-12-31$11,001
Participant contributions at beginning of year2010-12-31$1,117
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$148,316
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$1,335,317
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,695,915
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,360,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,657,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,333,398
Interest on participant loans2010-12-31$137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$328,748
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$118,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$196,183
Contract administrator fees2010-12-31$2,460
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 name2010-12-31SMITH ELLIOTT KEARNS AND CO LLC
Accountancy firm EIN2010-12-31520783935
2009 : KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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 KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN

2022: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT 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: KEYSTONE HEALTH CENTER EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered666
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered651
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered7
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered634
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification numberMR 60257
Number of Individuals Covered850
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,079
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?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 $1,745
Insurance broker organization code?1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered419
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number919842
Policy instance 1
Insurance contract or identification number919842
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808799
Policy instance 2
Insurance contract or identification number808799
Number of Individuals Covered399
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number919842
Policy instance 1
Insurance contract or identification number919842
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,236
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1236
Additional information about fees paid to insurance brokerTO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICE FOR PLAN.
Insurance broker organization code?6
Insurance broker nameMETLIFE SECURITIES INC.
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number919842
Policy instance 1
Insurance contract or identification number919842
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,173
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1173
Additional information about fees paid to insurance brokerTO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN `
Insurance broker organization code?6
Insurance broker nameMETLIFE SECURITIES INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number919842
Policy instance 1
Insurance contract or identification number919842
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,050
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1050
Additional information about fees paid to insurance brokerTO PROVIDE ASSET ALLOCATION ADVICE AND REBALANCING SERVICES FOR PLAN PARTICIPANTS
Insurance broker organization code?6
Insurance broker nameMETLIFE SECURITIES INC
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number919842
Policy instance 1
Insurance contract or identification number919842
Number of Individuals Covered36
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $948
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1013441-01
Policy instance 1
Insurance contract or identification number1013441-01
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3