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403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 401k Plan overview

Plan Name403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.
Plan identification number 003

403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. Benefits

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

401k Sponsoring company profile

KANAWHA HOSPICE CARE, INC has sponsored the creation of one or more 401k plans.

Company Name:KANAWHA HOSPICE CARE, INC
Employer identification number (EIN):341337316
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032017-01-01
0032016-01-01LARRY ROBERTSON
0032015-01-01LARRY ROBERTSON
0032014-01-01LARRY ROBERTSON
0032013-01-01LARRY ROBERTSON
0032012-01-01LARRY ROBERTSON
0032011-01-01LARRY ROBERTSON
0032010-01-01LARRY ROBERTSON
0032009-01-01LARRY ROBERTSON
0032009-01-01LARRY ROBERTSON

Plan Statistics for 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.

401k plan membership statisitcs for 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.

Measure Date Value
2022: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01347
Total number of active participants reported on line 7a of the Form 55002022-01-01272
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01182
Total of all active and inactive participants2022-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01455
Number of participants with account balances2022-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01356
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01379
Number of participants with account balances2021-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01344
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0197
Total of all active and inactive participants2020-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01356
Number of participants with account balances2020-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01364
Total number of active participants reported on line 7a of the Form 55002019-01-01269
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01344
Number of participants with account balances2019-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01363
Total number of active participants reported on line 7a of the Form 55002018-01-01296
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0168
Total of all active and inactive participants2018-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01364
Number of participants with account balances2018-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01300
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01363
Number of participants with account balances2017-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01293
Total number of active participants reported on line 7a of the Form 55002016-01-01243
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01300
Number of participants with account balances2016-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01289
Total number of active participants reported on line 7a of the Form 55002015-01-01256
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01293
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01283
Total number of active participants reported on line 7a of the Form 55002014-01-01246
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01289
Number of participants with account balances2014-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01250
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01283
Number of participants with account balances2013-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01258
Total number of active participants reported on line 7a of the Form 55002012-01-01236
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01269
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01243
Total number of active participants reported on line 7a of the Form 55002011-01-01233
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01258
Number of participants with account balances2011-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01233
Total number of active participants reported on line 7a of the Form 55002010-01-01218
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01243
Number of participants with account balances2010-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01221
Total number of active participants reported on line 7a of the Form 55002009-01-01206
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01233
Number of participants with account balances2009-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.

Measure Date Value
2022 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,889,764
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,143,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,140,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,561,070
Value of total assets at end of year2022-12-31$17,941,811
Value of total assets at beginning of year2022-12-31$21,975,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,988
Total interest from all sources2022-12-31$9,940
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$811,849
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$177,328
Administrative expenses (other) incurred2022-12-31$2,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,033,750
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,941,811
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,975,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,227,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,115,305
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$9,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,713,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,860,256
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-3,460,774
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$571,893
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,140,998
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,255,607
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,446,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,443,866
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,614,413
Value of total assets at end of year2021-12-31$21,975,561
Value of total assets at beginning of year2021-12-31$19,166,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,086
Total interest from all sources2021-12-31$39,146
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$832,317
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$226,202
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$3,086
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$2,808,655
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,975,561
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,166,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,115,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,048,409
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$39,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,860,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,118,497
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$2,602,048
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$555,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,443,866
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,988,256
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$664,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$663,065
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,600,030
Value of total assets at end of year2020-12-31$19,166,906
Value of total assets at beginning of year2020-12-31$15,843,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,769
Total interest from all sources2020-12-31$40,197
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$783,982
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$27,775
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$276,157
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,769
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$3,323,422
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,166,906
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,843,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,048,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,991,921
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$40,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,118,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,802,693
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$2,348,029
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$539,891
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$21,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$663,065
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2020-12-31550486667
2019 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,254,777
Total income from all sources (including contributions)2019-12-31$4,254,777
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,389,067
Total of all expenses incurred2019-12-31$2,389,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,388,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,388,743
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,679,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,679,515
Value of total assets at end of year2019-12-31$15,843,484
Value of total assets at end of year2019-12-31$15,843,484
Value of total assets at beginning of year2019-12-31$13,977,774
Value of total assets at beginning of year2019-12-31$13,977,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$324
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$324
Total interest from all sources2019-12-31$65,037
Total interest from all sources2019-12-31$65,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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$718,958
Contributions received from participants2019-12-31$718,958
Participant contributions at end of year2019-12-31$27,775
Participant contributions at end of year2019-12-31$27,775
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,849
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$416,849
Administrative expenses (other) incurred2019-12-31$324
Administrative expenses (other) incurred2019-12-31$324
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$1,865,710
Value of net income/loss2019-12-31$1,865,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,843,484
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,843,484
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,977,774
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,977,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,991,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,991,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,322,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,322,647
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$65,037
Interest earned on other investments2019-12-31$65,037
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,802,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,802,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,655,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,655,127
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$2,510,225
Net investment gain/loss from pooled separate accounts2019-12-31$2,510,225
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$543,708
Contributions received in cash from employer2019-12-31$543,708
Employer contributions (assets) at end of year2019-12-31$21,095
Employer contributions (assets) at end of year2019-12-31$21,095
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,388,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,388,743
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 name2019-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm name2019-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2019-12-31550486667
Accountancy firm EIN2019-12-31550486667
2018 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$594,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,795,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,794,480
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,344,867
Value of total assets at end of year2018-12-31$13,977,774
Value of total assets at beginning of year2018-12-31$15,178,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$978
Total interest from all sources2018-12-31$38,281
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$686,525
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24,569
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$151,557
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,201,155
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,977,774
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,178,929
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$10,322,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,078,844
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$38,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,655,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,055,368
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-788,845
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$506,785
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$20,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,794,480
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2018-12-31550486667
2017 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 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$2,782,389
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$896,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$892,645
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,155,968
Value of total assets at end of year2017-12-31$15,178,929
Value of total assets at beginning of year2017-12-31$13,292,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,501
Total interest from all sources2017-12-31$41,224
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$610,459
Participant contributions at end of year2017-12-31$24,569
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,927
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,886,243
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,178,929
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,292,686
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$11,078,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,209,789
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$41,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,055,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,082,897
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$1,585,197
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$498,582
Employer contributions (assets) at end of year2017-12-31$20,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$892,645
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ARNETT CARBIS TOOTHMAN LLP
Accountancy firm EIN2017-12-31550486667
2016 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,190,795
Total of all expenses incurred2016-12-31$1,317,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,312,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,330,120
Value of total assets at end of year2016-12-31$13,292,686
Value of total assets at beginning of year2016-12-31$12,418,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,169
Total interest from all sources2016-12-31$40,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$645,265
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$135,641
Administrative expenses (other) incurred2016-12-31$4,169
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$873,772
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,292,686
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,418,914
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$9,209,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,290,446
Interest earned on other investments2016-12-31$40,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,082,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,128,468
Net investment gain/loss from pooled separate accounts2016-12-31$819,882
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$549,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,312,854
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 name2016-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2016-12-31550738985
2015 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,184,152
Total of all expenses incurred2015-12-31$417,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$415,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,204,220
Value of total assets at end of year2015-12-31$12,418,914
Value of total assets at beginning of year2015-12-31$11,652,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,253
Total interest from all sources2015-12-31$40,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$643,428
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,175
Administrative expenses (other) incurred2015-12-31$2,253
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$766,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,418,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,652,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,290,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,832,492
Interest earned on other investments2015-12-31$40,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,128,468
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,819,713
Net investment gain/loss from pooled separate accounts2015-12-31$-60,252
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$538,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$415,190
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 name2015-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2015-12-31550738985
2014 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,732,058
Total of all expenses incurred2014-12-31$976,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$976,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,139,182
Value of total assets at end of year2014-12-31$11,652,204
Value of total assets at beginning of year2014-12-31$10,897,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$550
Total interest from all sources2014-12-31$36,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$600,045
Other income not declared elsewhere2014-12-31$1
Administrative expenses (other) incurred2014-12-31$550
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$755,186
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,652,204
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,897,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,832,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,439,335
Interest earned on other investments2014-12-31$36,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,819,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,457,683
Net investment gain/loss from pooled separate accounts2014-12-31$556,383
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$539,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$976,322
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 name2014-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2014-12-31550738985
2013 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,677,273
Total of all expenses incurred2013-12-31$613,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$613,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,172,773
Value of total assets at end of year2013-12-31$10,897,018
Value of total assets at beginning of year2013-12-31$8,833,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$300
Total interest from all sources2013-12-31$36,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$571,844
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,283
Administrative expenses (other) incurred2013-12-31$300
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$2,063,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,897,018
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,833,544
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$7,439,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,767,453
Interest earned on other investments2013-12-31$36,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,457,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,066,091
Net investment gain/loss from pooled separate accounts2013-12-31$1,468,289
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$525,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$613,499
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 name2013-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2013-12-31550738985
2012 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,820,480
Total of all expenses incurred2012-12-31$584,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$570,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,106,860
Value of total assets at end of year2012-12-31$8,833,544
Value of total assets at beginning of year2012-12-31$7,597,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,208
Total interest from all sources2012-12-31$49,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$557,400
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$81,154
Other income not declared elsewhere2012-12-31$13,845
Administrative expenses (other) incurred2012-12-31$14,208
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$1,236,080
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,833,544
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,597,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,767,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,664,419
Interest earned on other investments2012-12-31$49,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,066,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,933,045
Net investment gain/loss from pooled separate accounts2012-12-31$650,196
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$468,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$570,192
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 name2012-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2012-12-31550738985
2011 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,061,481
Total of all expenses incurred2011-12-31$311,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$287,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,092,621
Value of total assets at end of year2011-12-31$7,597,464
Value of total assets at beginning of year2011-12-31$6,847,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,259
Total interest from all sources2011-12-31$53,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$538,294
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$117,385
Other income not declared elsewhere2011-12-31$11,952
Administrative expenses (other) incurred2011-12-31$24,259
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$750,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,597,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,847,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,664,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,307,773
Interest earned on other investments2011-12-31$53,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,933,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,539,673
Net investment gain/loss from pooled separate accounts2011-12-31$-96,766
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$436,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$287,204
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 name2011-12-31GIBBONS & KAWASH, A.C.
Accountancy firm EIN2011-12-31550738985
2010 : 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,584,510
Total of all expenses incurred2010-12-31$225,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$210,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$947,877
Value of total assets at end of year2010-12-31$6,847,446
Value of total assets at beginning of year2010-12-31$5,488,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,180
Total interest from all sources2010-12-31$62,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$495,475
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,575
Other income not declared elsewhere2010-12-31$7,411
Administrative expenses (other) incurred2010-12-31$15,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,359,127
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,847,446
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,488,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,307,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,350,010
Interest earned on other investments2010-12-31$62,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,539,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,138,309
Net investment gain/loss from pooled separate accounts2010-12-31$566,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$419,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$210,203
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GIBBONS & KAWASH, CPAS
Accountancy firm EIN2010-12-31550738985

Form 5500 Responses for 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC.

2022: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B)THRIFT PLAN OF KANAWHA HOSPICE CARE,INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621
Policy instance 1
Insurance contract or identification number012621
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $708
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees708
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered347
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered356
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,980
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2980
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered344
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,683
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1683
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,058
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5058
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,653
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6653
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered293
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $823
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees823
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGONIAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered289
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $691
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees691
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGONIAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered283
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $4,032
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4032
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker namePITTSBURGH REGONIAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered269
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $1,188
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameDAVID HOLETS
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered258
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $1,105
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012621D
Policy instance 1
Insurance contract or identification number012621D
Number of Individuals Covered243
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $1,232
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees412
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameJOHN C. HILZENDEGER

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