401k Plan data: OHIO LIVING 403(B) PLAN plan

OHIO LIVING 403(B) PLAN 401k Plan overview

Plan Name	OHIO LIVING 403(B) PLAN
Plan identification number	002

OHIO LIVING 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

OHIO LIVING has sponsored the creation of one or more 401k plans.

Company Name: OHIO LIVING

Employer identification number (EIN): 344429863

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about OHIO LIVING

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1991-10-29

Company Identification Number: 806062

Legal Registered Office Address: 1001 KINGSMILL PARKWAY
-
COLUMBUS
United States of America (USA)
43229

More information about OHIO LIVING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO LIVING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KIMBERLEY A. RUCKMAN
002 2016-01-01 KIMBERLEY A. RUCKMAN
002 2015-01-01 KIMBERLEY A. RUCKMAN
002 2014-01-01 KIMBERLEY A. RUCKMAN
002 2013-01-01 KIM RUCKMAN
002 2012-01-01 DANA ULLOM VUCELICH
002 2011-01-01 DANA ULLOM VUCELICH
002 2009-01-01 DANA ULLOM VUCELICH DANA ULLOM VUCELICH 2011-06-28

Plan Statistics for OHIO LIVING 403(B) PLAN

401k plan membership statisitcs for OHIO LIVING 403(B) PLAN

Measure Date Value
2022: OHIO LIVING 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6,228
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,523
Number of retired or separated participants receiving benefits 2022-01-01 83
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,853
Total of all active and inactive participants 2022-01-01 4,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 4,461
Number of participants with account balances 2022-01-01 4,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 73
2021: OHIO LIVING 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8,980
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,962
Number of retired or separated participants receiving benefits 2021-01-01 114
Number of other retired or separated participants entitled to future benefits 2021-01-01 3,144
Total of all active and inactive participants 2021-01-01 6,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 6,228
Number of participants with account balances 2021-01-01 6,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 190
2020: OHIO LIVING 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8,033
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,892
Number of retired or separated participants receiving benefits 2020-01-01 3,102
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,979
Total of all active and inactive participants 2020-01-01 8,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 8,980
Number of participants with account balances 2020-01-01 5,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 596
2019: OHIO LIVING 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7,262
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3,041
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4,992
Total of all active and inactive participants 2019-01-01 8,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8,033
Number of participants with account balances 2019-01-01 7,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OHIO LIVING 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6,573
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,061
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4,207
Total of all active and inactive participants 2018-01-01 7,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7,268
Number of participants with account balances 2018-01-01 6,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OHIO LIVING 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5,763
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,144
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3,397
Total of all active and inactive participants 2017-01-01 6,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6,541
Number of participants with account balances 2017-01-01 5,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OHIO LIVING 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4,773
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,152
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2,609
Total of all active and inactive participants 2016-01-01 5,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5,761
Number of participants with account balances 2016-01-01 5,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OHIO LIVING 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4,267
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,155
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,625
Total of all active and inactive participants 2015-01-01 4,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4,780
Number of participants with account balances 2015-01-01 3,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OHIO LIVING 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,976
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3,056
Number of retired or separated participants receiving benefits 2014-01-01 17
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,041
Total of all active and inactive participants 2014-01-01 4,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4,114
Number of participants with account balances 2014-01-01 2,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OHIO LIVING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,947
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,988
Number of retired or separated participants receiving benefits 2013-01-01 41
Number of other retired or separated participants entitled to future benefits 2013-01-01 41
Total of all active and inactive participants 2013-01-01 3,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 863
Total participants 2013-01-01 3,933
Number of participants with account balances 2013-01-01 2,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OHIO LIVING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,878
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,079
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 855
Total of all active and inactive participants 2012-01-01 3,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3,934
Number of participants with account balances 2012-01-01 2,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OHIO LIVING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,745
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3,077
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 828
Total of all active and inactive participants 2011-01-01 3,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3,905
Number of participants with account balances 2011-01-01 2,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: OHIO LIVING 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,367
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,026
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 598
Total of all active and inactive participants 2009-01-01 3,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3,624
Number of participants with account balances 2009-01-01 2,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OHIO LIVING 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6,228
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,523
Number of retired or separated participants receiving benefits	2022-01-01	83
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,853
Total of all active and inactive participants	2022-01-01	4,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	4,461
Number of participants with account balances	2022-01-01	4,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	73
2021: OHIO LIVING 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8,980
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,962
Number of retired or separated participants receiving benefits	2021-01-01	114
Number of other retired or separated participants entitled to future benefits	2021-01-01	3,144
Total of all active and inactive participants	2021-01-01	6,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	6,228
Number of participants with account balances	2021-01-01	6,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	190
2020: OHIO LIVING 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8,033
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,892
Number of retired or separated participants receiving benefits	2020-01-01	3,102
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,979
Total of all active and inactive participants	2020-01-01	8,973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	8,980
Number of participants with account balances	2020-01-01	5,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	596
2019: OHIO LIVING 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7,262
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,041
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4,992
Total of all active and inactive participants	2019-01-01	8,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8,033
Number of participants with account balances	2019-01-01	7,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OHIO LIVING 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6,573
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,061
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4,207
Total of all active and inactive participants	2018-01-01	7,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7,268
Number of participants with account balances	2018-01-01	6,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OHIO LIVING 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5,763
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,144
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3,397
Total of all active and inactive participants	2017-01-01	6,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6,541
Number of participants with account balances	2017-01-01	5,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OHIO LIVING 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4,773
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,152
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2,609
Total of all active and inactive participants	2016-01-01	5,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5,761
Number of participants with account balances	2016-01-01	5,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OHIO LIVING 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4,267
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,155
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,625
Total of all active and inactive participants	2015-01-01	4,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4,780
Number of participants with account balances	2015-01-01	3,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OHIO LIVING 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,976
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3,056
Number of retired or separated participants receiving benefits	2014-01-01	17
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,041
Total of all active and inactive participants	2014-01-01	4,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4,114
Number of participants with account balances	2014-01-01	2,511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OHIO LIVING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,947
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,988
Number of retired or separated participants receiving benefits	2013-01-01	41
Number of other retired or separated participants entitled to future benefits	2013-01-01	41
Total of all active and inactive participants	2013-01-01	3,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	863
Total participants	2013-01-01	3,933
Number of participants with account balances	2013-01-01	2,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OHIO LIVING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,878
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,079
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	855
Total of all active and inactive participants	2012-01-01	3,934
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3,934
Number of participants with account balances	2012-01-01	2,303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OHIO LIVING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,745
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3,077
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	828
Total of all active and inactive participants	2011-01-01	3,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3,905
Number of participants with account balances	2011-01-01	2,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: OHIO LIVING 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,367
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,026
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	598
Total of all active and inactive participants	2009-01-01	3,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3,624
Number of participants with account balances	2009-01-01	2,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OHIO LIVING 403(B) PLAN

Measure	Date	Value
2022 : OHIO LIVING 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-6,767,542
Total of all expenses incurred	2022-12-31	$11,449,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,164,481
Expenses. Certain deemed distributions of participant loans	2022-12-31	$7,435
Value of total corrective distributions	2022-12-31	$761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,344,493
Value of total assets at end of year	2022-12-31	$63,965,270
Value of total assets at beginning of year	2022-12-31	$82,182,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$277,125
Total interest from all sources	2022-12-31	$370,502
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,821,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,821,707
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,142,658
Participant contributions at end of year	2022-12-31	$1,096,908
Participant contributions at beginning of year	2022-12-31	$1,101,931
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$201,835
Other income not declared elsewhere	2022-12-31	$-4,245
Administrative expenses (other) incurred	2022-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-18,217,344
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$63,965,270
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$82,182,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$45,825,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$60,574,426
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,020,562
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,838,336
Interest on participant loans	2022-12-31	$48,012
Interest earned on other investments	2022-12-31	$322,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$13,022,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$14,667,921
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$2,782,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-12,151,872
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,148,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$8,381,901
Contract administrator fees	2022-12-31	$276,975
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN
Accountancy firm EIN	2022-12-31	381357951
2021 : OHIO LIVING 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$14,428,383
Total of all expenses incurred	2021-12-31	$9,710,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,432,696
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,803,247
Value of total assets at end of year	2021-12-31	$82,182,614
Value of total assets at beginning of year	2021-12-31	$77,464,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$265,752
Total interest from all sources	2021-12-31	$389,278
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,446,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,446,484
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,070,269
Participant contributions at end of year	2021-12-31	$1,101,931
Participant contributions at beginning of year	2021-12-31	$1,084,107
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$109,092
Administrative expenses (other) incurred	2021-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,717,848
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$82,182,614
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$77,464,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$60,574,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$55,771,451
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,838,336
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,482,375
Interest on participant loans	2021-12-31	$48,958
Interest earned on other investments	2021-12-31	$340,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$14,667,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$15,126,833
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,095,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,729,136
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,060,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$623,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,337,119
Contract administrator fees	2021-12-31	$265,602
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN
Accountancy firm EIN	2021-12-31	381357951
2020 : OHIO LIVING 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$13,599,837
Total of all expenses incurred	2020-12-31	$7,876,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$7,601,154
Expenses. Certain deemed distributions of participant loans	2020-12-31	$36,364
Value of total corrective distributions	2020-12-31	$350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,534,809
Value of total assets at end of year	2020-12-31	$77,464,766
Value of total assets at beginning of year	2020-12-31	$71,741,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$238,494
Total interest from all sources	2020-12-31	$415,039
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,003,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,003,082
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,935,215
Participant contributions at end of year	2020-12-31	$1,084,107
Participant contributions at beginning of year	2020-12-31	$1,181,653
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,616
Administrative expenses (other) incurred	2020-12-31	$1,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,723,475
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$77,464,766
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$71,741,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$55,771,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$51,197,244
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,482,375
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,787,631
Interest on participant loans	2020-12-31	$56,858
Interest earned on other investments	2020-12-31	$358,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$15,126,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$14,574,763
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,515,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,775,440
Net investment gain/loss from pooled separate accounts	2020-12-31	$871,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$582,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,085,425
Contract administrator fees	2020-12-31	$236,677
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE & MORAN
Accountancy firm EIN	2020-12-31	381357951
2019 : OHIO LIVING 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$15,671,899
Total of all expenses incurred	2019-12-31	$8,062,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,804,302
Expenses. Certain deemed distributions of participant loans	2019-12-31	$939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,196,050
Value of total assets at end of year	2019-12-31	$71,741,291
Value of total assets at beginning of year	2019-12-31	$64,132,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$257,629
Total interest from all sources	2019-12-31	$455,293
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,923,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,923,530
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,070,948
Participant contributions at end of year	2019-12-31	$1,181,653
Participant contributions at beginning of year	2019-12-31	$1,162,652
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$125,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,609,029
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$71,741,291
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$64,132,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$51,197,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,550,894
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,787,631
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,061,760
Interest on participant loans	2019-12-31	$62,817
Interest earned on other investments	2019-12-31	$392,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$14,574,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,356,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,097,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,804,302
Contract administrator fees	2019-12-31	$257,629
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN
Accountancy firm EIN	2019-12-31	381357951
2018 : OHIO LIVING 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,936,685
Total of all expenses incurred	2018-12-31	$6,180,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,914,852
Expenses. Certain deemed distributions of participant loans	2018-12-31	$11,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,305,361
Value of total assets at end of year	2018-12-31	$64,132,262
Value of total assets at beginning of year	2018-12-31	$67,376,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$254,210
Total interest from all sources	2018-12-31	$434,854
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,395,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,395,962
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,953,120
Participant contributions at end of year	2018-12-31	$1,162,652
Participant contributions at beginning of year	2018-12-31	$1,117,807
Participant contributions at beginning of year	2018-12-31	$133,939
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$290,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-3,244,174
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$64,132,262
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$67,376,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,550,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$46,338,000
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,061,760
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,566,799
Interest on participant loans	2018-12-31	$53,750
Interest earned on other investments	2018-12-31	$381,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,356,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,148,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-6,199,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,062,023
Employer contributions (assets) at beginning of year	2018-12-31	$71,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,914,852
Contract administrator fees	2018-12-31	$254,210
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN
Accountancy firm EIN	2018-12-31	381357951
2017 : OHIO LIVING 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$14,261,874
Total of all expenses incurred	2017-12-31	$5,010,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,753,084
Expenses. Certain deemed distributions of participant loans	2017-12-31	$15,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,908,614
Value of total assets at end of year	2017-12-31	$67,376,436
Value of total assets at beginning of year	2017-12-31	$58,124,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$242,062
Total interest from all sources	2017-12-31	$417,587
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,573,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,573,240
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,751,619
Participant contributions at end of year	2017-12-31	$1,117,807
Participant contributions at beginning of year	2017-12-31	$1,030,973
Participant contributions at end of year	2017-12-31	$133,939
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$257,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$9,251,581
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$67,376,436
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$58,124,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$46,338,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$38,035,163
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,566,799
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,268,762
Interest on participant loans	2017-12-31	$43,847
Interest earned on other investments	2017-12-31	$373,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,148,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$14,789,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,362,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,899,961
Employer contributions (assets) at end of year	2017-12-31	$71,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,753,084
Contract administrator fees	2017-12-31	$242,062
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN
Accountancy firm EIN	2017-12-31	381357951
2016 : OHIO LIVING 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$9,839,712
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$6,788,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,496,497
Expenses. Certain deemed distributions of participant loans	2016-12-31	$58,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$6,100,987
Value of total assets at end of year	2016-12-31	$58,124,855
Value of total assets at beginning of year	2016-12-31	$55,073,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$233,076
Total interest from all sources	2016-12-31	$259,294
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,298,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,298,596
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,265,714
Participant contributions at end of year	2016-12-31	$1,030,973
Participant contributions at beginning of year	2016-12-31	$935,407
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,365,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,051,684
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$58,124,855
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$55,073,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$38,035,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$34,013,772
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,268,762
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,272,551
Interest on participant loans	2016-12-31	$37,504
Interest earned on other investments	2016-12-31	$221,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$14,789,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$15,851,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,180,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,469,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,496,497
Contract administrator fees	2016-12-31	$233,076
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : OHIO LIVING 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,051,710
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$5,131,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,890,357
Expenses. Certain deemed distributions of participant loans	2015-12-31	$37,893
Value of total corrective distributions	2015-12-31	$14,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,231,206
Value of total assets at end of year	2015-12-31	$55,073,171
Value of total assets at beginning of year	2015-12-31	$55,152,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$188,278
Total interest from all sources	2015-12-31	$286,061
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,703,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,703,664
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,911,382
Participant contributions at end of year	2015-12-31	$935,407
Participant contributions at beginning of year	2015-12-31	$978,833
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$893,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-79,426
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$55,073,171
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$55,152,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$34,013,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$33,575,596
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,272,551
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,808,654
Interest on participant loans	2015-12-31	$35,780
Interest earned on other investments	2015-12-31	$250,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$15,851,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,789,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,169,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,425,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,890,357
Contract administrator fees	2015-12-31	$188,278
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : OHIO LIVING 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$7,404,260
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,526,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,337,828
Expenses. Certain deemed distributions of participant loans	2014-12-31	$-2,268
Value of total corrective distributions	2014-12-31	$17,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,723,067
Value of total assets at end of year	2014-12-31	$55,152,597
Value of total assets at beginning of year	2014-12-31	$53,274,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$172,885
Total interest from all sources	2014-12-31	$296,281
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,268,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,268,768
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,223,513
Participant contributions at end of year	2014-12-31	$978,833
Participant contributions at beginning of year	2014-12-31	$1,022,271
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$296,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,878,247
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$55,152,597
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$53,274,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$33,575,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$31,447,505
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,808,654
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,941,048
Interest on participant loans	2014-12-31	$38,339
Interest earned on other investments	2014-12-31	$257,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,789,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$15,863,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,116,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,203,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,337,828
Contract administrator fees	2014-12-31	$172,885
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : OHIO LIVING 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$12,494,033
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$5,717,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$5,539,181
Expenses. Certain deemed distributions of participant loans	2013-12-31	$25,424
Value of total corrective distributions	2013-12-31	$9,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$5,060,287
Value of total assets at end of year	2013-12-31	$53,274,350
Value of total assets at beginning of year	2013-12-31	$46,497,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$143,925
Total interest from all sources	2013-12-31	$297,079
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$894,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$894,670
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,199,260
Participant contributions at end of year	2013-12-31	$1,022,271
Participant contributions at beginning of year	2013-12-31	$936,354
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$746,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,776,455
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$53,274,350
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$46,497,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$31,447,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,908,737
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,941,048
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,728,252
Interest on participant loans	2013-12-31	$39,616
Interest earned on other investments	2013-12-31	$257,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$49,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$49,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$15,863,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$15,874,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$6,241,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$2,114,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$5,539,181
Contract administrator fees	2013-12-31	$143,925
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : OHIO LIVING 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$8,933,191
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$5,630,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,488,369
Expenses. Certain deemed distributions of participant loans	2012-12-31	$11,935
Value of total corrective distributions	2012-12-31	$2,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,727,078
Value of total assets at end of year	2012-12-31	$46,497,895
Value of total assets at beginning of year	2012-12-31	$43,195,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$127,690
Total interest from all sources	2012-12-31	$331,260
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$859,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$859,636
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,190,494
Participant contributions at end of year	2012-12-31	$936,354
Participant contributions at beginning of year	2012-12-31	$853,149
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$437,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,302,263
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$46,497,895
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$43,195,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,908,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$21,620,150
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,728,252
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,878,064
Interest on participant loans	2012-12-31	$36,713
Interest earned on other investments	2012-12-31	$294,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$49,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$15,874,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$15,844,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,015,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,099,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,488,369
Contract administrator fees	2012-12-31	$127,690
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2012-12-31	381357951
2011 : OHIO LIVING 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$4,860,727
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$4,517,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,410,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,999,128
Value of total assets at end of year	2011-12-31	$43,195,632
Value of total assets at beginning of year	2011-12-31	$42,852,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$106,666
Total interest from all sources	2011-12-31	$576,396
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$998
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,122,039
Participant contributions at end of year	2011-12-31	$853,149
Participant contributions at beginning of year	2011-12-31	$722,423
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$680,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$343,134
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$43,195,632
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$42,852,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$21,620,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$25,843,545
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,878,064
Interest on participant loans	2011-12-31	$35,298
Interest earned on other investments	2011-12-31	$541,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$15,844,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$16,286,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-715,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,196,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$4,410,927
Contract administrator fees	2011-12-31	$106,666
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2011-12-31	381357951
2010 : OHIO LIVING 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$8,551,353
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$3,821,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,720,802
Expenses. Certain deemed distributions of participant loans	2010-12-31	$32,994
Value of total corrective distributions	2010-12-31	$1,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$4,745,223
Value of total assets at end of year	2010-12-31	$42,852,498
Value of total assets at beginning of year	2010-12-31	$38,122,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$66,117
Total interest from all sources	2010-12-31	$599,663
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$484,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$484,689
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,238,857
Participant contributions at end of year	2010-12-31	$722,423
Participant contributions at beginning of year	2010-12-31	$613,036
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$452,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,729,673
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$42,852,498
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$38,122,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$25,843,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,317,699
Interest on participant loans	2010-12-31	$33,099
Interest earned on other investments	2010-12-31	$566,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$16,286,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$21,192,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,721,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,054,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,720,802
Contract administrator fees	2010-12-31	$66,117
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2010-12-31	381357951
2009 : OHIO LIVING 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OHIO LIVING 403(B) PLAN

2022: OHIO LIVING 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OHIO LIVING 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OHIO LIVING 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OHIO LIVING 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OHIO LIVING 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OHIO LIVING 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OHIO LIVING 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OHIO LIVING 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OHIO LIVING 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OHIO LIVING 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OHIO LIVING 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OHIO LIVING 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OHIO LIVING 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	213
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,077
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,077
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0488

Policy instance

Insurance contract or identification number	VE0488
Number of Individuals Covered	304
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $2,192
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,189
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	4192
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	232
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,578
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,578
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0488

Policy instance

Insurance contract or identification number	VE0488
Number of Individuals Covered	330
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,339
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,314
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	5720
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	242
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,981
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,981
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0488

Policy instance

Insurance contract or identification number	VE0488
Number of Individuals Covered	344
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,195
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,157
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	5575
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	254
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $5,953
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,953
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VE0488

Policy instance

Insurance contract or identification number	VE0488
Number of Individuals Covered	357
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,280
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,244
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	7720
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	349
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,957
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,957
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO488

Policy instance

Insurance contract or identification number	VEO488
Number of Individuals Covered	719
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,924
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	6894
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO489

Policy instance

Insurance contract or identification number	VEO489
Number of Individuals Covered	369
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $6,080
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,841
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES INSURANCE GROUP, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

VEO488

Policy instance

Insurance contract or identification number	VEO488
Number of Individuals Covered	744
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,281
Insurance broker organization code?	3
Insurance broker name	RAYMOND JAMES INSURANCE GROUP, INC.

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

67870

Policy instance

Insurance contract or identification number	67870
Number of Individuals Covered	6006
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OHIO LIVING
Employer identification number (EIN):	344429863
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1991-10-29
Company Identification Number:	806062
Legal Registered Office Address:	1001 KINGSMILL PARKWAY - COLUMBUS United States of America (USA) 43229