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ATRIA SENIOR LIVING, INC. 401(K) PLAN 401k Plan overview

Plan NameATRIA SENIOR LIVING, INC. 401(K) PLAN
Plan identification number 001

ATRIA SENIOR LIVING, INC. 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

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

Company Name:ATRIA SENIOR LIVING, INC.
Employer identification number (EIN):274673765
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATRIA SENIOR LIVING, INC. 401(K) 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
0012017-01-01KELLY LANHAM
0012016-01-01KELLY LANHAM KELLY LANHAM2017-10-02
0012015-01-01JULIE GOETZ KELLY LANHAM2016-10-11
0012014-01-01KELLY LANHAM
0012014-01-012015-08-20
0012013-01-01THERESA PRIORE THERESA PRIORE2014-07-30
0012012-01-01ROD THOMAS ROD THOMAS2013-07-31
0012011-01-01ROD THOMAS ROD THOMAS2012-07-30

Plan Statistics for ATRIA SENIOR LIVING, INC. 401(K) PLAN

401k plan membership statisitcs for ATRIA SENIOR LIVING, INC. 401(K) PLAN

Measure Date Value
2022: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,371
Total number of active participants reported on line 7a of the Form 55002022-01-0110,130
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-012,083
Total of all active and inactive participants2022-01-0112,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-0112,321
Number of participants with account balances2022-01-015,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01418
2021: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,242
Total number of active participants reported on line 7a of the Form 55002021-01-017,677
Number of retired or separated participants receiving benefits2021-01-0141
Number of other retired or separated participants entitled to future benefits2021-01-011,603
Total of all active and inactive participants2021-01-019,321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-019,341
Number of participants with account balances2021-01-014,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01407
2020: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,661
Total number of active participants reported on line 7a of the Form 55002020-01-018,966
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-011,233
Total of all active and inactive participants2020-01-0110,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-0110,241
Number of participants with account balances2020-01-014,466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01410
2019: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0110,843
Total number of active participants reported on line 7a of the Form 55002019-01-019,607
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01982
Total of all active and inactive participants2019-01-0110,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-0110,638
Number of participants with account balances2019-01-014,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01290
2018: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,322
Total number of active participants reported on line 7a of the Form 55002018-01-019,922
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01899
Total of all active and inactive participants2018-01-0110,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-0110,843
Number of participants with account balances2018-01-014,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01119
2017: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,890
Total number of active participants reported on line 7a of the Form 55002017-01-0110,237
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0172
Total of all active and inactive participants2017-01-0110,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-0110,322
Number of participants with account balances2017-01-014,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110,195
Total number of active participants reported on line 7a of the Form 55002016-01-0110,088
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01777
Total of all active and inactive participants2016-01-0110,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-0110,878
Number of participants with account balances2016-01-014,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,395
Total number of active participants reported on line 7a of the Form 55002015-01-019,327
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01852
Total of all active and inactive participants2015-01-0110,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-0110,190
Number of participants with account balances2015-01-013,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0158
2014: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110,863
Total number of active participants reported on line 7a of the Form 55002014-01-018,968
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01417
Total of all active and inactive participants2014-01-019,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-019,391
Number of participants with account balances2014-01-013,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,868
Total number of active participants reported on line 7a of the Form 55002013-01-0110,468
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01378
Total of all active and inactive participants2013-01-0110,846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-0110,849
Number of participants with account balances2013-01-013,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0146
2012: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,606
Total number of active participants reported on line 7a of the Form 55002012-01-017,431
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01421
Total of all active and inactive participants2012-01-017,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-017,856
Number of participants with account balances2012-01-013,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0182
2011: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,351
Total number of active participants reported on line 7a of the Form 55002011-01-017,245
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01354
Total of all active and inactive participants2011-01-017,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017,600
Number of participants with account balances2011-01-013,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01135

Financial Data on ATRIA SENIOR LIVING, INC. 401(K) PLAN

Measure Date Value
2022 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$53,583,297
Total income from all sources (including contributions)2022-12-31$-5,609,831
Total of all expenses incurred2022-12-31$22,376,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,593,691
Expenses. Certain deemed distributions of participant loans2022-12-31$-4,170
Value of total corrective distributions2022-12-31$267,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,443,675
Value of total assets at end of year2022-12-31$151,627,995
Value of total assets at beginning of year2022-12-31$126,031,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$519,756
Total interest from all sources2022-12-31$166,035
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,428,065
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$2,428,065
Administrative expenses professional fees incurred2022-12-31$41,832
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$14,247,245
Participant contributions at end of year2022-12-31$3,499,002
Participant contributions at beginning of year2022-12-31$2,518,209
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,777,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,305
Other income not declared elsewhere2022-12-31$105
Administrative expenses (other) incurred2022-12-31$405,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,986,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$151,627,995
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$126,031,029
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$72,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$116,161,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,689,678
Interest on participant loans2022-12-31$165,419
Value of interest in common/collective trusts at end of year2022-12-31$31,828,541
Value of interest in common/collective trusts at beginning of year2022-12-31$32,790,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$133,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,158,052
Net investment gain or loss from common/collective trusts2022-12-31$-3,489,659
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$3,419,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,593,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MCM CPAS & ASVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$29,092,707
Total of all expenses incurred2021-12-31$17,146,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,626,946
Expenses. Certain deemed distributions of participant loans2021-12-31$68
Value of total corrective distributions2021-12-31$125,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,219,445
Value of total assets at end of year2021-12-31$126,031,029
Value of total assets at beginning of year2021-12-31$114,084,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$393,375
Total interest from all sources2021-12-31$117,500
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,571,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,571,281
Administrative expenses professional fees incurred2021-12-31$8,700
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$10,734,499
Participant contributions at end of year2021-12-31$2,518,209
Participant contributions at beginning of year2021-12-31$2,554,005
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,169,274
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,013
Administrative expenses (other) incurred2021-12-31$368,300
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$11,946,625
Value of net assets at end of year (total assets less liabilities)2021-12-31$126,031,029
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$114,084,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,689,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$65,697,421
Interest on participant loans2021-12-31$117,500
Value of interest in common/collective trusts at end of year2021-12-31$32,790,684
Value of interest in common/collective trusts at beginning of year2021-12-31$45,765,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$62,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$62,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,081,749
Net investment gain or loss from common/collective trusts2021-12-31$2,102,732
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$2,315,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,626,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$26,710,562
Total of all expenses incurred2020-12-31$13,939,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,274,708
Expenses. Certain deemed distributions of participant loans2020-12-31$5,890
Value of total corrective distributions2020-12-31$335,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,180,234
Value of total assets at end of year2020-12-31$114,084,404
Value of total assets at beginning of year2020-12-31$101,313,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$323,601
Total interest from all sources2020-12-31$138,137
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$766,704
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$766,704
Administrative expenses professional fees incurred2020-12-31$14,295
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,308,115
Participant contributions at end of year2020-12-31$2,554,005
Participant contributions at beginning of year2020-12-31$2,686,187
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,194,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,927
Administrative expenses (other) incurred2020-12-31$284,743
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$12,771,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$114,084,404
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$101,313,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$65,697,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,862,778
Interest on participant loans2020-12-31$138,074
Value of interest in common/collective trusts at end of year2020-12-31$45,765,580
Value of interest in common/collective trusts at beginning of year2020-12-31$40,741,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$62,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,341,724
Net investment gain or loss from common/collective trusts2020-12-31$4,283,763
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$2,677,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,274,708
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$30,025,242
Total income from all sources (including contributions)2019-12-31$30,025,242
Total of all expenses incurred2019-12-31$11,909,052
Total of all expenses incurred2019-12-31$11,909,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,485,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,485,180
Expenses. Certain deemed distributions of participant loans2019-12-31$6,863
Expenses. Certain deemed distributions of participant loans2019-12-31$6,863
Value of total corrective distributions2019-12-31$81,975
Value of total corrective distributions2019-12-31$81,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,357,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,357,726
Value of total assets at end of year2019-12-31$101,313,049
Value of total assets at end of year2019-12-31$101,313,049
Value of total assets at beginning of year2019-12-31$83,196,859
Value of total assets at beginning of year2019-12-31$83,196,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$335,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$335,034
Total interest from all sources2019-12-31$139,600
Total interest from all sources2019-12-31$139,600
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$800,055
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$800,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$800,055
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$800,055
Administrative expenses professional fees incurred2019-12-31$21,558
Administrative expenses professional fees incurred2019-12-31$21,558
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,744,470
Contributions received from participants2019-12-31$10,744,470
Participant contributions at end of year2019-12-31$2,686,187
Participant contributions at end of year2019-12-31$2,686,187
Participant contributions at beginning of year2019-12-31$2,619,492
Participant contributions at beginning of year2019-12-31$2,619,492
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,146,787
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,146,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,927
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,635
Administrative expenses (other) incurred2019-12-31$264,351
Administrative expenses (other) incurred2019-12-31$264,351
Total non interest bearing cash at beginning of year2019-12-31$8,862
Total non interest bearing cash at beginning of year2019-12-31$8,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,116,190
Value of net income/loss2019-12-31$18,116,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,313,049
Value of net assets at end of year (total assets less liabilities)2019-12-31$101,313,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,196,859
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,196,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$49,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,862,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,862,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,144,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,144,265
Interest on participant loans2019-12-31$139,077
Interest on participant loans2019-12-31$139,077
Value of interest in common/collective trusts at end of year2019-12-31$40,741,998
Value of interest in common/collective trusts at end of year2019-12-31$40,741,998
Value of interest in common/collective trusts at beginning of year2019-12-31$36,323,093
Value of interest in common/collective trusts at beginning of year2019-12-31$36,323,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$97,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$97,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$97,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$97,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,540,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,540,758
Net investment gain or loss from common/collective trusts2019-12-31$4,187,103
Net investment gain or loss from common/collective trusts2019-12-31$4,187,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,466,469
Contributions received in cash from employer2019-12-31$2,466,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,485,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,485,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235638
Accountancy firm EIN2019-12-31271235638
2018 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,339,077
Total of all expenses incurred2018-12-31$9,419,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,948,656
Value of total corrective distributions2018-12-31$143,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,837,343
Value of total assets at end of year2018-12-31$83,196,859
Value of total assets at beginning of year2018-12-31$83,277,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$327,392
Total interest from all sources2018-12-31$133,182
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,144,530
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$1,144,530
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,369,913
Participant contributions at end of year2018-12-31$2,619,492
Participant contributions at beginning of year2018-12-31$2,797,326
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,306,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$12,347
Administrative expenses (other) incurred2018-12-31$327,392
Total non interest bearing cash at end of year2018-12-31$8,862
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-80,185
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,196,859
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$83,277,044
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$44,144,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$60,389,741
Interest on participant loans2018-12-31$133,114
Value of interest in common/collective trusts at end of year2018-12-31$36,323,093
Value of interest in common/collective trusts at beginning of year2018-12-31$20,089,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$97,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,541,586
Net investment gain or loss from common/collective trusts2018-12-31$-1,246,739
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$2,160,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,948,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : ATRIA SENIOR LIVING, INC. 401(K) 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$20,272,573
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,897,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,402,084
Expenses. Certain deemed distributions of participant loans2017-12-31$3,026
Value of total corrective distributions2017-12-31$180,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,625,252
Value of total assets at end of year2017-12-31$83,277,044
Value of total assets at beginning of year2017-12-31$69,902,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$312,591
Total interest from all sources2017-12-31$118,916
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$707,356
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$707,356
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,630,757
Participant contributions at end of year2017-12-31$2,797,326
Participant contributions at beginning of year2017-12-31$2,506,184
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$840,120
Other income not declared elsewhere2017-12-31$31,408
Administrative expenses (other) incurred2017-12-31$312,591
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$13,374,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$83,277,044
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$69,902,175
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$60,389,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,079,497
Interest on participant loans2017-12-31$118,916
Value of interest in common/collective trusts at end of year2017-12-31$20,089,977
Value of interest in common/collective trusts at beginning of year2017-12-31$19,316,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,429,027
Net investment gain or loss from common/collective trusts2017-12-31$360,614
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$2,154,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,402,084
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 name2017-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2016 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,038
Total income from all sources (including contributions)2016-12-31$15,352,945
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,317,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,949,705
Expenses. Certain deemed distributions of participant loans2016-12-31$84,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,808,341
Value of total assets at end of year2016-12-31$69,902,175
Value of total assets at beginning of year2016-12-31$61,930,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$282,859
Total interest from all sources2016-12-31$101,388
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$645,429
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$645,429
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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
Contributions received from participants2016-12-31$7,873,883
Participant contributions at end of year2016-12-31$2,506,184
Participant contributions at beginning of year2016-12-31$2,565,455
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,035,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$64,038
Other income not declared elsewhere2016-12-31$7,828
Administrative expenses (other) incurred2016-12-31$282,859
Total non interest bearing cash at beginning of year2016-12-31$877
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$8,035,570
Value of net assets at end of year (total assets less liabilities)2016-12-31$69,902,175
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,866,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,079,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,661,222
Interest on participant loans2016-12-31$101,388
Value of interest in common/collective trusts at end of year2016-12-31$19,316,494
Value of interest in common/collective trusts at beginning of year2016-12-31$18,703,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,467,990
Net investment gain or loss from common/collective trusts2016-12-31$321,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,899,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,949,705
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$165,562
Total income from all sources (including contributions)2015-12-31$9,239,298
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,600,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,971,826
Expenses. Certain deemed distributions of participant loans2015-12-31$225,828
Value of total corrective distributions2015-12-31$64,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,888,522
Value of total assets at end of year2015-12-31$61,930,643
Value of total assets at beginning of year2015-12-31$59,393,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$339,083
Total interest from all sources2015-12-31$98,954
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$448,759
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$448,759
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,434,078
Participant contributions at end of year2015-12-31$2,565,455
Participant contributions at beginning of year2015-12-31$2,243,335
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$501,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$64,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$165,562
Other income not declared elsewhere2015-12-31$833
Administrative expenses (other) incurred2015-12-31$339,083
Total non interest bearing cash at end of year2015-12-31$877
Total non interest bearing cash at beginning of year2015-12-31$250
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$2,638,523
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,866,605
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,228,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$40,661,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,981,908
Interest on participant loans2015-12-31$98,954
Value of interest in common/collective trusts at end of year2015-12-31$18,703,089
Value of interest in common/collective trusts at beginning of year2015-12-31$18,168,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,236,347
Net investment gain or loss from common/collective trusts2015-12-31$38,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,953,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,971,826
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$165,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$97,701
Total income from all sources (including contributions)2014-12-31$12,287,403
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,162,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,750,786
Expenses. Certain deemed distributions of participant loans2014-12-31$165,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,529,848
Value of total assets at end of year2014-12-31$59,393,644
Value of total assets at beginning of year2014-12-31$53,201,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$246,532
Total interest from all sources2014-12-31$85,612
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$427,789
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$427,789
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,938,311
Participant contributions at end of year2014-12-31$2,243,335
Participant contributions at beginning of year2014-12-31$2,069,140
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$789,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$165,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$97,701
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$246,532
Total non interest bearing cash at end of year2014-12-31$250
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$6,124,523
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,228,082
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,103,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$38,981,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,424,571
Interest on participant loans2014-12-31$85,612
Value of interest in common/collective trusts at end of year2014-12-31$18,168,151
Value of interest in common/collective trusts at beginning of year2014-12-31$16,707,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,878,068
Net investment gain or loss from common/collective trusts2014-12-31$366,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,802,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,750,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOUNTJOY CHLTON MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$97,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,106
Total income from all sources (including contributions)2013-12-31$14,600,563
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,589,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,169,373
Expenses. Certain deemed distributions of participant loans2013-12-31$53,390
Value of total corrective distributions2013-12-31$100,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,297,051
Value of total assets at end of year2013-12-31$53,201,260
Value of total assets at beginning of year2013-12-31$44,149,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266,657
Total interest from all sources2013-12-31$79,988
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$279,591
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$279,591
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,274,722
Participant contributions at end of year2013-12-31$2,069,140
Participant contributions at beginning of year2013-12-31$1,804,012
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$323,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$97,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$56,106
Other income not declared elsewhere2013-12-31$315
Administrative expenses (other) incurred2013-12-31$266,657
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$9,010,590
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,103,559
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,092,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,424,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,880,652
Interest on participant loans2013-12-31$79,988
Value of interest in common/collective trusts at end of year2013-12-31$16,707,549
Value of interest in common/collective trusts at beginning of year2013-12-31$16,464,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,816,933
Net investment gain or loss from common/collective trusts2013-12-31$126,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,698,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,169,373
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : ATRIA SENIOR LIVING, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,402
Total income from all sources (including contributions)2012-12-31$11,630,698
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,284,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,122,242
Expenses. Certain deemed distributions of participant loans2012-12-31$12,606
Value of total corrective distributions2012-12-31$56,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,868,607
Value of total assets at end of year2012-12-31$44,149,075
Value of total assets at beginning of year2012-12-31$37,778,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,991
Total interest from all sources2012-12-31$178,615
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$289,789
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$289,789
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
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
Contributions received from participants2012-12-31$5,843,201
Participant contributions at end of year2012-12-31$1,804,012
Participant contributions at beginning of year2012-12-31$1,710,974
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$402,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$56,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$31,402
Other income not declared elsewhere2012-12-31$1
Administrative expenses (other) incurred2012-12-31$93,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,345,753
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,092,969
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,747,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,880,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,972,421
Interest on participant loans2012-12-31$71,087
Value of interest in common/collective trusts at end of year2012-12-31$16,464,411
Value of interest in common/collective trusts at beginning of year2012-12-31$10,964,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$107,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$14,131,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,192,068
Net investment gain or loss from common/collective trusts2012-12-31$101,618
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$1,623,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,122,242
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2012-12-31271235638
2011 : ATRIA SENIOR LIVING, INC. 401(K) 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$31,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$55,059
Total income from all sources (including contributions)2011-12-31$7,177,094
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,499,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,370,124
Expenses. Certain deemed distributions of participant loans2011-12-31$8,877
Value of total corrective distributions2011-12-31$31,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,542,322
Value of total assets at end of year2011-12-31$37,778,618
Value of total assets at beginning of year2011-12-31$35,124,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$88,939
Total interest from all sources2011-12-31$290,348
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$92,909
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$92,909
Administrative expenses professional fees incurred2011-12-31$88,939
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,651,993
Participant contributions at end of year2011-12-31$1,710,974
Participant contributions at beginning of year2011-12-31$1,359,391
Assets. Other investments not covered elsewhere at end of year2011-12-31$20
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$284,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$31,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$55,059
Other income not declared elsewhere2011-12-31$93,973
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$2,677,752
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,747,216
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,069,464
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$10,972,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,291,141
Value of interest in pooled separate accounts at end of year2011-12-31$10,964,122
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,793,566
Interest on participant loans2011-12-31$60,781
Interest earned on other investments2011-12-31$229,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$14,131,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,680,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-774,176
Net investment gain/loss from pooled separate accounts2011-12-31$-68,282
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$1,606,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,370,124
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2011-12-31271235638

Form 5500 Responses for ATRIA SENIOR LIVING, INC. 401(K) PLAN

2022: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATRIA SENIOR LIVING, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039485
Policy instance 1
Insurance contract or identification numberGA-039485
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039485
Policy instance 1
Insurance contract or identification numberGA-039485
Number of Individuals Covered7600
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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