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WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 401k Plan overview

Plan NameWELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN
Plan identification number 001

WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS 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.
  • 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.

401k Sponsoring company profile

WELLINGTON HALL AT HERSHEYS MILL has sponsored the creation of one or more 401k plans.

Company Name:WELLINGTON HALL AT HERSHEYS MILL
Employer identification number (EIN):300309410
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KELLY ENGELMAN KELLY ENGELMAN2017-02-16
0012015-01-01KELLY ENGELMAN KELLY ENGELMAN2016-10-17
0012014-01-01KELLY ENGELMAN KELLY ENGELMAN2015-10-15
0012013-01-01KELLY ENGELMAN2014-02-18 KELLY ENGELMAN2014-02-18
0012012-01-01KELLY ENGELMAN2013-07-01 KELLY ENGELMAN2013-07-01
0012011-01-01KELLY ENGELMAN2012-06-05 KELLY ENGELMAN2012-06-05
0012010-01-01KELLY ENGELMAN2011-06-07 KELLY ENGELMAN2011-06-07
0012009-01-01KELLY ENGELMAN2015-12-09 KELLY ENGELMAN2015-12-09

Plan Statistics for WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN

401k plan membership statisitcs for WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN

Measure Date Value
2016: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01138
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-0183
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01113
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-01128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01131
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011

Financial Data on WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN

Measure Date Value
2016 : WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-05-25$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-25$0
Total unrealized appreciation/depreciation of assets2016-05-25$0
Total transfer of assets to this plan2016-05-25$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-25$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-25$0
Total income from all sources (including contributions)2016-05-25$3,850
Total loss/gain on sale of assets2016-05-25$0
Total of all expenses incurred2016-05-25$890,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-25$886,009
Value of total corrective distributions2016-05-25$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-25$0
Value of total assets at end of year2016-05-25$0
Value of total assets at beginning of year2016-05-25$886,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-25$4,500
Total income from rents2016-05-25$0
Total interest from all sources2016-05-25$13
Total dividends received (eg from common stock, registered investment company shares)2016-05-25$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-25No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-25$0
Administrative expenses professional fees incurred2016-05-25$0
Was this plan covered by a fidelity bond2016-05-25Yes
Value of fidelity bond cover2016-05-25$150,000
If this is an individual account plan, was there a blackout period2016-05-25No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-25$0
Were there any nonexempt tranactions with any party-in-interest2016-05-25No
Amount of non-exempt transactions with any party-in-interest2016-05-25$0
Contributions received from participants2016-05-25$0
Participant contributions at end of year2016-05-25$0
Participant contributions at beginning of year2016-05-25$0
Income. Received or receivable in cash from other sources (including rollovers)2016-05-25$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-25$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-25$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-25$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-25$0
Other income not declared elsewhere2016-05-25$293
Administrative expenses (other) incurred2016-05-25$0
Liabilities. Value of operating payables at beginning of year2016-05-25$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-25No
Value of net income/loss2016-05-25$-886,659
Value of net assets at end of year (total assets less liabilities)2016-05-25$0
Value of net assets at beginning of year (total assets less liabilities)2016-05-25$886,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-25No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-25No
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 year2016-05-25$0
Were any leases to which the plan was party in default or uncollectible2016-05-25No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-05-25$0
Investment advisory and management fees2016-05-25$0
Value of interest in pooled separate accounts at end of year2016-05-25$0
Value of interest in pooled separate accounts at beginning of year2016-05-25$868,951
Income. Interest from loans (other than to participants)2016-05-25$0
Interest earned on other investments2016-05-25$13
Income. Interest from US Government securities2016-05-25$0
Income. Interest from corporate debt instruments2016-05-25$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-25$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-25$17,708
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-25$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-25$0
Net investment gain/loss from pooled separate accounts2016-05-25$3,544
Net investment gain or loss from common/collective trusts2016-05-25$0
Net gain/loss from 103.12 investment entities2016-05-25$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-25No
Was there a failure to transmit to the plan any participant contributions2016-05-25No
Has the plan failed to provide any benefit when due under the plan2016-05-25No
Contributions received in cash from employer2016-05-25$0
Employer contributions (assets) at end of year2016-05-25$0
Employer contributions (assets) at beginning of year2016-05-25$0
Income. Dividends from preferred stock2016-05-25$0
Income. Dividends from common stock2016-05-25$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-25$886,009
Contract administrator fees2016-05-25$4,500
Liabilities. Value of benefit claims payable at beginning of year2016-05-25$0
Did the plan have assets held for investment2016-05-25No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-25Yes
Aggregate proceeds on sale of assets2016-05-25$0
Aggregate carrying amount (costs) on sale of assets2016-05-25$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-05-25$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-25Yes
Opinion of an independent qualified public accountant for this plan2016-05-25Disclaimer
Accountancy firm name2016-05-25CARON & BLETZER, PLLC
Accountancy firm EIN2016-05-25043499945
2015 : WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS 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$51,772
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$337,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$336,689
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$60,877
Value of total assets at end of year2015-12-31$886,659
Value of total assets at beginning of year2015-12-31$1,172,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,240
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$456
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
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$150,000
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$50,919
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$11,590
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$5,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
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$54
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-286,157
Value of net assets at end of year (total assets less liabilities)2015-12-31$886,659
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,172,816
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 pooled separate accounts at end of year2015-12-31$868,951
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,137,437
Interest on participant loans2015-12-31$382
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$74
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$17,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,059
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$0
Net investment gain/loss from pooled separate accounts2015-12-31$-9,615
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$9,958
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$621
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$336,689
Contract administrator fees2015-12-31$1,240
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 name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS 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$229,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$55,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,383
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$160,467
Value of total assets at end of year2014-12-31$1,172,816
Value of total assets at beginning of year2014-12-31$998,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$838
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$809
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
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$150,000
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$143,533
Participant contributions at end of year2014-12-31$11,590
Participant contributions at beginning of year2014-12-31$19,808
Participant contributions at end of year2014-12-31$5,109
Participant contributions at beginning of year2014-12-31$4,351
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
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$0
Other income not declared elsewhere2014-12-31$-239
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables 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$173,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,172,816
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$998,891
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 pooled separate accounts at end of year2014-12-31$1,137,437
Value of interest in pooled separate accounts at beginning of year2014-12-31$956,718
Interest on participant loans2014-12-31$715
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$94
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
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$18,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,354
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$0
Net investment gain/loss from pooled separate accounts2014-12-31$68,109
Net investment gain or loss from common/collective trusts2014-12-31$0
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$16,934
Employer contributions (assets) at end of year2014-12-31$621
Employer contributions (assets) at beginning of year2014-12-31$660
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$54,383
Contract administrator fees2014-12-31$838
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 name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945

Form 5500 Responses for WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN

2016: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS 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: WELLINGTON HALL AT HERSHEY'S MILL INCORPORATED SAVINGS 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709649
Policy instance 1
Insurance contract or identification number709649
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-05-25
Total amount of commissions paid to insurance brokerUSD $1,560
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 $1,560
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVICES IN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709649
Policy instance 1
Insurance contract or identification number709649
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,067
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 $4,067
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVICES IN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709649
Policy instance 1
Insurance contract or identification number709649
Number of Individuals Covered131
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,222
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 $4,222
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCOMPREHENSIVE BROKERAGE SERVICES IN

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