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POST ACUTE PARTNERS RETIREMENT PLAN 401k Plan overview

Plan NamePOST ACUTE PARTNERS RETIREMENT PLAN
Plan identification number 001

POST ACUTE PARTNERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POST ACUTE PARTNERS LLC has sponsored the creation of one or more 401k plans.

Company Name:POST ACUTE PARTNERS LLC
Employer identification number (EIN):273027795
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about POST ACUTE PARTNERS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4820074

More information about POST ACUTE PARTNERS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POST ACUTE PARTNERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NIKKI L. OFFHAUS BOB HEYERT2018-10-15
0012016-01-01BOB HEYERT BOB HEYERT2017-10-09
0012015-01-01BOB HEYERT BOB HEYERT2016-10-14
0012014-01-01JENNIFER SCALISE ROBERT HEYERT2015-10-14
0012013-01-01ROBERT HEYERT ROBERT HEYERT2014-10-15
0012012-01-01ROBERT HEYERT ROBERT HEYERT2013-10-15
0012011-01-01ROBERT HEYERT

Plan Statistics for POST ACUTE PARTNERS RETIREMENT PLAN

401k plan membership statisitcs for POST ACUTE PARTNERS RETIREMENT PLAN

Measure Date Value
2022: POST ACUTE PARTNERS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,108
Total number of active participants reported on line 7a of the Form 55002022-01-014,051
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01343
Total of all active and inactive participants2022-01-014,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014,398
Number of participants with account balances2022-01-011,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0147
2021: POST ACUTE PARTNERS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,411
Total number of active participants reported on line 7a of the Form 55002021-01-013,789
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01316
Total of all active and inactive participants2021-01-014,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014,108
Number of participants with account balances2021-01-011,464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0159
2020: POST ACUTE PARTNERS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,775
Total number of active participants reported on line 7a of the Form 55002020-01-014,163
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01246
Total of all active and inactive participants2020-01-014,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,411
Number of participants with account balances2020-01-011,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: POST ACUTE PARTNERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,438
Total number of active participants reported on line 7a of the Form 55002019-01-014,561
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01211
Total of all active and inactive participants2019-01-014,772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,772
Number of participants with account balances2019-01-011,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0143
2018: POST ACUTE PARTNERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,943
Total number of active participants reported on line 7a of the Form 55002018-01-014,242
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-014,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014,438
Number of participants with account balances2018-01-011,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0179
2017: POST ACUTE PARTNERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,845
Total number of active participants reported on line 7a of the Form 55002017-01-013,594
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01186
Total of all active and inactive participants2017-01-013,781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,781
Number of participants with account balances2017-01-011,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0196
2016: POST ACUTE PARTNERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,577
Total number of active participants reported on line 7a of the Form 55002016-01-013,725
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-013,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,845
Number of participants with account balances2016-01-012,146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01389
2015: POST ACUTE PARTNERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,362
Total number of active participants reported on line 7a of the Form 55002015-01-013,534
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-013,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-013,613
Number of participants with account balances2015-01-011,089
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01117
2014: POST ACUTE PARTNERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,228
Total number of active participants reported on line 7a of the Form 55002014-01-013,405
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01102
Total of all active and inactive participants2014-01-013,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,507
Number of participants with account balances2014-01-011,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01117
2013: POST ACUTE PARTNERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01554
Total number of active participants reported on line 7a of the Form 55002013-01-013,530
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 participants2013-01-013,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,553
Number of participants with account balances2013-01-011,054
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: POST ACUTE PARTNERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01399
Total number of active participants reported on line 7a of the Form 55002012-01-01541
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01547
Number of participants with account balances2012-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: POST ACUTE PARTNERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01348
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on POST ACUTE PARTNERS RETIREMENT PLAN

Measure Date Value
2022 : POST ACUTE PARTNERS 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$0
Total income from all sources (including contributions)2022-12-31$-542,340
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,724,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,395,911
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$177,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,672,258
Value of total assets at end of year2022-12-31$51,624,742
Value of total assets at beginning of year2022-12-31$57,891,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$151,078
Total interest from all sources2022-12-31$101,993
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$180,285
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$180,285
Administrative expenses professional fees incurred2022-12-31$8,140
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
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$5,307,297
Participant contributions at end of year2022-12-31$759,226
Participant contributions at beginning of year2022-12-31$802,711
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$262,052
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$3,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,266,380
Value of net assets at end of year (total assets less liabilities)2022-12-31$51,624,742
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,891,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,184,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,525,585
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$35,706
Interest earned on other investments2022-12-31$66,287
Value of interest in common/collective trusts at end of year2022-12-31$32,225,578
Value of interest in common/collective trusts at beginning of year2022-12-31$37,367,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,352,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,200,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,747,698
Net investment gain/loss from pooled separate accounts2022-12-31$-179,900
Net investment gain or loss from common/collective trusts2022-12-31$-4,569,278
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$1,102,909
Employer contributions (assets) at end of year2022-12-31$1,102,909
Employer contributions (assets) at beginning of year2022-12-31$994,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,395,911
Contract administrator fees2022-12-31$89,639
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & C0., LLP
Accountancy firm EIN2022-12-31161131146
2021 : POST ACUTE PARTNERS 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$0
Total income from all sources (including contributions)2021-12-31$15,082,338
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,369,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,067,667
Expenses. Certain deemed distributions of participant loans2021-12-31$869
Value of total corrective distributions2021-12-31$155,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,822,551
Value of total assets at end of year2021-12-31$57,891,122
Value of total assets at beginning of year2021-12-31$49,178,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$145,511
Total interest from all sources2021-12-31$92,152
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$200,684
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$200,684
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
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$5,375,586
Participant contributions at end of year2021-12-31$802,711
Participant contributions at beginning of year2021-12-31$717,832
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,452,474
Administrative expenses (other) incurred2021-12-31$145,511
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$8,712,508
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,891,122
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,178,614
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$15,525,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,678,066
Interest on participant loans2021-12-31$34,734
Interest earned on other investments2021-12-31$57,418
Value of interest in common/collective trusts at end of year2021-12-31$37,367,929
Value of interest in common/collective trusts at beginning of year2021-12-31$31,443,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,200,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,317,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,971,590
Net investment gain or loss from common/collective trusts2021-12-31$4,995,361
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$994,491
Employer contributions (assets) at end of year2021-12-31$994,491
Employer contributions (assets) at beginning of year2021-12-31$1,021,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,067,667
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : POST ACUTE PARTNERS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,778,980
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,841,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,675,036
Expenses. Certain deemed distributions of participant loans2020-12-31$30,341
Value of total corrective distributions2020-12-31$113,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,702,102
Value of total assets at end of year2020-12-31$49,178,614
Value of total assets at beginning of year2020-12-31$41,241,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,940
Total interest from all sources2020-12-31$101,418
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$174,203
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$174,203
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,500,000
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$5,083,737
Participant contributions at end of year2020-12-31$717,832
Participant contributions at beginning of year2020-12-31$713,396
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$596,778
Administrative expenses (other) incurred2020-12-31$22,940
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$7,937,114
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,178,614
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,241,500
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$12,678,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,728,051
Interest on participant loans2020-12-31$41,546
Interest earned on other investments2020-12-31$59,872
Value of interest in common/collective trusts at end of year2020-12-31$31,443,673
Value of interest in common/collective trusts at beginning of year2020-12-31$27,528,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,317,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,367,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,754,518
Net investment gain or loss from common/collective trusts2020-12-31$3,046,739
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$1,021,587
Employer contributions (assets) at end of year2020-12-31$1,021,587
Employer contributions (assets) at beginning of year2020-12-31$904,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,675,036
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 name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : POST ACUTE PARTNERS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,019,051
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,593,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,427,468
Value of total corrective distributions2019-12-31$80,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,839,923
Value of total assets at end of year2019-12-31$41,241,500
Value of total assets at beginning of year2019-12-31$31,815,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,538
Total interest from all sources2019-12-31$81,567
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$138,060
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$138,060
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,500,000
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$4,568,873
Participant contributions at end of year2019-12-31$713,396
Participant contributions at beginning of year2019-12-31$565,919
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,366,419
Other income not declared elsewhere2019-12-31$101,594
Administrative expenses (other) incurred2019-12-31$85,538
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$9,425,629
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,241,500
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,815,871
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$9,728,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,433,319
Interest on participant loans2019-12-31$31,941
Interest earned on other investments2019-12-31$49,626
Value of interest in common/collective trusts at end of year2019-12-31$27,528,381
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,367,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,074,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,770,231
Net investment gain or loss from common/collective trusts2019-12-31$4,087,676
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$904,631
Employer contributions (assets) at end of year2019-12-31$904,631
Employer contributions (assets) at beginning of year2019-12-31$742,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,427,468
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : POST ACUTE PARTNERS 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$3,635,862
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,826,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,697,304
Value of total corrective distributions2018-12-31$25,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,443,313
Value of total assets at end of year2018-12-31$31,815,871
Value of total assets at beginning of year2018-12-31$31,006,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$103,742
Total interest from all sources2018-12-31$57,698
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,242
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$114,242
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,500,000
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$3,869,725
Participant contributions at end of year2018-12-31$565,919
Participant contributions at beginning of year2018-12-31$457,474
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$831,166
Other income not declared elsewhere2018-12-31$92,670
Administrative expenses (other) incurred2018-12-31$103,742
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$6
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$809,229
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,815,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,006,642
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$28,433,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,302,294
Interest on participant loans2018-12-31$22,247
Interest earned on other investments2018-12-31$35,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,074,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,588,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,072,061
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$742,422
Employer contributions (assets) at end of year2018-12-31$742,422
Employer contributions (assets) at beginning of year2018-12-31$658,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,697,304
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : POST ACUTE PARTNERS 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$9,112,130
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,152,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,019,227
Value of total corrective distributions2017-12-31$60,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,961,981
Value of total assets at end of year2017-12-31$31,006,642
Value of total assets at beginning of year2017-12-31$24,046,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,954
Total interest from all sources2017-12-31$36,192
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$197,129
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$197,129
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,500,000
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$3,425,358
Participant contributions at end of year2017-12-31$457,474
Participant contributions at beginning of year2017-12-31$373,937
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$52
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$876,456
Other income not declared elsewhere2017-12-31$55,558
Administrative expenses (other) incurred2017-12-31$72,954
Total non interest bearing cash at end of year2017-12-31$6
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,959,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,006,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$24,046,860
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$28,302,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,892,091
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$958,419
Interest on participant loans2017-12-31$15,208
Interest earned on other investments2017-12-31$20,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,588,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,204,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,861,270
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$660,167
Employer contributions (assets) at end of year2017-12-31$658,665
Employer contributions (assets) at beginning of year2017-12-31$617,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,019,227
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : POST ACUTE PARTNERS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$6,720,901
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,768,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,560,850
Expenses. Certain deemed distributions of participant loans2016-12-31$31,087
Value of total corrective distributions2016-12-31$144,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,276,164
Value of total assets at end of year2016-12-31$24,046,860
Value of total assets at beginning of year2016-12-31$20,094,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,669
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$23,696
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$348,578
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$348,578
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,500,000
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$3,052,418
Participant contributions at end of year2016-12-31$373,937
Participant contributions at beginning of year2016-12-31$279,715
Participant contributions at end of year2016-12-31$52
Participant contributions at beginning of year2016-12-31$86
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,605,856
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$16,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$106
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,952,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$24,046,860
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,094,300
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,892,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,543,701
Value of interest in pooled separate accounts at end of year2016-12-31$958,419
Value of interest in pooled separate accounts at beginning of year2016-12-31$679,949
Interest on participant loans2016-12-31$11,367
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$12,329
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,204,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$956,955
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$934,268
Net investment gain/loss from pooled separate accounts2016-12-31$138,089
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$617,890
Employer contributions (assets) at end of year2016-12-31$617,788
Employer contributions (assets) at beginning of year2016-12-31$633,894
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,544,159
Contract administrator fees2016-12-31$31,669
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2016-12-31474526160
2015 : POST ACUTE PARTNERS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$3,803,874
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,649,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,552,190
Expenses. Certain deemed distributions of participant loans2015-12-31$4,361
Value of total corrective distributions2015-12-31$61,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,224,214
Value of total assets at end of year2015-12-31$20,094,300
Value of total assets at beginning of year2015-12-31$18,939,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,604
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$19,676
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$303,674
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$303,674
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,500,000
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$2,951,698
Participant contributions at end of year2015-12-31$279,715
Participant contributions at beginning of year2015-12-31$162,120
Participant contributions at end of year2015-12-31$86
Participant contributions at beginning of year2015-12-31$9,089
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$638,353
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$390
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$165
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,154,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,094,300
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,939,930
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,543,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,628,641
Value of interest in pooled separate accounts at end of year2015-12-31$679,949
Value of interest in pooled separate accounts at beginning of year2015-12-31$561,613
Interest on participant loans2015-12-31$7,617
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$12,059
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$956,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$936,160
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-736,595
Net investment gain/loss from pooled separate accounts2015-12-31$-7,260
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$634,163
Employer contributions (assets) at end of year2015-12-31$633,894
Employer contributions (assets) at beginning of year2015-12-31$642,307
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,551,800
Contract administrator fees2015-12-31$31,604
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2015-12-31474526160
2014 : POST ACUTE PARTNERS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$5,132,152
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$879,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$853,136
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$22,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,062,288
Value of total assets at end of year2014-12-31$18,939,930
Value of total assets at beginning of year2014-12-31$14,687,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,359
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$15,960
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$384,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$384,568
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$2,753,440
Participant contributions at end of year2014-12-31$162,120
Participant contributions at beginning of year2014-12-31$136,559
Participant contributions at end of year2014-12-31$9,089
Participant contributions at beginning of year2014-12-31$5,705
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$665,317
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$12,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$1,063
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,252,343
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,939,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,687,587
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,628,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,267,836
Value of interest in pooled separate accounts at end of year2014-12-31$561,613
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,085,955
Interest on participant loans2014-12-31$5,167
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$10,793
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$11,198,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$936,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$668,471
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,075,987
Net investment gain/loss from pooled separate accounts2014-12-31$20,082
Net investment gain or loss from common/collective trusts2014-12-31$-427,796
Net gain/loss from 103.12 investment entities2014-12-31$0
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$643,531
Employer contributions (assets) at end of year2014-12-31$642,307
Employer contributions (assets) at beginning of year2014-12-31$324,721
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$841,109
Contract administrator fees2014-12-31$4,359
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2014-12-31264298079
2013 : POST ACUTE PARTNERS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$13,663,551
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$514,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$483,323
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$30,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,390,026
Value of total assets at end of year2013-12-31$14,687,587
Value of total assets at beginning of year2013-12-31$1,538,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$873
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$7,169
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,147
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$22,147
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$1,157,686
Participant contributions at end of year2013-12-31$136,559
Participant contributions at beginning of year2013-12-31$64,936
Participant contributions at end of year2013-12-31$5,705
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,904,372
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$658
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$7,557
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,148,838
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,687,587
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,538,749
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,267,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$212,913
Value of interest in pooled separate accounts at end of year2013-12-31$1,085,955
Value of interest in pooled separate accounts at beginning of year2013-12-31$151,411
Interest on participant loans2013-12-31$2,448
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$4,721
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$11,198,340
Value of interest in common/collective trusts at beginning of year2013-12-31$934,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$668,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$143,359
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$132,016
Net investment gain/loss from pooled separate accounts2013-12-31$115,076
Net investment gain or loss from common/collective trusts2013-12-31$989,560
Net gain/loss from 103.12 investment entities2013-12-31$0
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$327,968
Employer contributions (assets) at end of year2013-12-31$324,721
Employer contributions (assets) at beginning of year2013-12-31$31,397
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$482,665
Contract administrator fees2013-12-31$873
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31EFP ROTENBERG, LLP
Accountancy firm EIN2013-12-31264298079
2012 : POST ACUTE PARTNERS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$582,529
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$50,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,965
Expenses. Certain deemed distributions of participant loans2012-12-31$9,518
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$436,476
Value of total assets at end of year2012-12-31$1,538,749
Value of total assets at beginning of year2012-12-31$1,007,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,352
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$1,310
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$795
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$795
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$270,848
Participant contributions at end of year2012-12-31$64,936
Participant contributions at beginning of year2012-12-31$29,415
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,288
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$134,231
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$531,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,538,749
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,007,055
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$212,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$884,517
Value of interest in pooled separate accounts at end of year2012-12-31$151,411
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$1,154
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$156
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$934,733
Value of interest in common/collective trusts at beginning of year2012-12-31$64,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$143,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$128,603
Net investment gain/loss from pooled separate accounts2012-12-31$1,572
Net investment gain or loss from common/collective trusts2012-12-31$13,773
Net gain/loss from 103.12 investment entities2012-12-31$0
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$31,397
Employer contributions (assets) at end of year2012-12-31$31,397
Employer contributions (assets) at beginning of year2012-12-31$22,660
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$39,965
Contract administrator fees2012-12-31$1,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2012-12-31222428965
2011 : POST ACUTE PARTNERS 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$1,007,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,015,194
Value of total assets at end of year2011-12-31$1,007,055
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$250
Total interest from all sources2011-12-31$115
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$14,817
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$143,392
Participant contributions at end of year2011-12-31$29,415
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$1,288
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$849,142
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$1,007,055
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,007,055
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$884,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$115
Value of interest in common/collective trusts at end of year2011-12-31$64,146
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-23,200
Net investment gain or loss from common/collective trusts2011-12-31$379
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$22,660
Employer contributions (assets) at end of year2011-12-31$22,660
Employer contributions (assets) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$250
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 name2011-12-31CITRIN COOPERMAN AND COMPANY, LLP
Accountancy firm EIN2011-12-31222428965

Form 5500 Responses for POST ACUTE PARTNERS RETIREMENT PLAN

2022: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS 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: POST ACUTE PARTNERS RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: POST ACUTE PARTNERS RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: POST ACUTE PARTNERS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: POST ACUTE PARTNERS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: POST ACUTE PARTNERS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: POST ACUTE PARTNERS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered4398
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered4108
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered4411
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered4772
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered4438
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808437
Policy instance 3
Insurance contract or identification number808437
Number of Individuals Covered3781
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?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered3781
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074970
Policy instance 1
Insurance contract or identification number074970
Number of Individuals Covered3781
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808437
Policy instance 2
Insurance contract or identification number808437
Number of Individuals Covered3613
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered3613
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808437
Policy instance 2
Insurance contract or identification number808437
Number of Individuals Covered3507
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 $5
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered3507
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 $5
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808437
Policy instance 2
Insurance contract or identification number808437
Number of Individuals Covered3553
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 $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered3553
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $51,036
Total amount of fees paid to insurance companyUSD $50
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,154
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameMORGAN STANLEY DW INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number808437
Policy instance 2
Insurance contract or identification number808437
Number of Individuals Covered547
Insurance policy start date2012-12-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered547
Insurance policy start date2012-12-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,118
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,118
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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